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Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

Thursday, Mar. 27
 1:00pm - 4:30pm

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Surgent McCoy CPE, LLC

201 N. King of Prussia Rd. Ste. 370
Radnor, PA 19087

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4.00 Credits

Member Price $159.00

Non-Member Price $224.00

Overview

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.

Objectives

  • Identify compliance issues
  • Understand how health care mandates apply to employers and individuals
  • Explain the nondiscrimination rules that apply to employer-sponsored retirement and health care plans

Highlights

  • ERISA compliance: employee welfare plans and qualified plans
  • Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care
  • Health care plans: HRAs, HSAs, and other employer-sponsored plans
  • Qualified plan requirements: eligibility, coverage, and vesting

Designed For

CPAs who need an in-depth understanding of employment issues

Prerequisites

None

Preparation

None

Notice

You will receive an email from Surgent CPE with instructions to access this webinar.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

David R. Peters, CPA, CFP, CPCU, MST, MBA

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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Non-Member Price $224.00

Member Price $159.00