Course ID: PGCP

A Tax Practitioner Guide to Compensation Planning

Compensation planning is a critical issue in the operation of any business, especially to the executive and/or business owner. How a compensation plan is designed and arranged makes a considerable difference in tax implications and ultimate cost effectiveness. This course covers the tax and business ramifications of various compensation arrangements.


LEARNING OBJECTIVES
  • To provide a comprehensive practitioner’s guide to tax and business compensation arrangements.

MAJOR TOPICS
  • Practical considerations in implementing a stock option plan and a restricted stock plan
  • How to provide a company car in a tax-effective manner
  • How to effectively provide health insurance
  • Group term life insurance
  • Education assistance
  • Fringe benefits – Section 132
  • Employee loans
  • Medical expnese reimbursement plans
  • The difference between qualified and non- qualified retirement plans
  • Considerations in designing a retirement plan
  • Understand variables in alternative plan structures for defined benefit plans and defined contribution plans
  • Tax deferred annuity plans

DESIGNED FOR
CPAs, finance professionals, financial planners

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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