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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Fringe Benefit Planning for 2017 and BeyondCOURSE ID: FRIN
DESCRIPTION

There are a variety of tools and techniques to meet a client’s life, health, and other employee benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

DESIGNED FOR: CPAs, finance professionals, and Financial plannersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To review a variety of planning tools and techniques to meet a client's life, healther, and other employee benefit planning objectives. To review complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.
HIGHLIGHTS:

* Considerations in planning for employee benefits and retirement planning * Data gathering issues * How to effectively match the objectives of the emlpoyer with that of the employee group * Overview of available various life, heatlh and retirment planning tools to the employer * Tax implications of dependent care and educational assistance plans * Design features of a group term life insurance plan * Al;ternatives in prviding medical benefits to employees and their families * General overview of major ERISA reporting and disclosure requirements * Understanding of IRC common control rules * Overview of age and sex discrimination rules

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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