Description

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.

Instructor: Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Target Audience

CPAs who need an in-depth understanding of employment issues

Course 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

Subjects

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