Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide unde...

8/31/2026 8:00am - 4:00pm  |  Online  |  Surgent

$279.00

CPE Categories: Taxation (3 CPE), Management of a Practice (5 CPE)

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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. It will be updated and supplemented throughout the year to cover breaking developments.

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

Target Audience

CPAs seeking an in-depth understanding of employment issues

Course Objectives

Identify the legal issues in hiring, evaluating, and firing employees

Discuss federal laws that curtail an employer in taking actions involving employees and applicants

Understand the requirements that fringe benefits and compensation programs place on employers

Subjects

Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more

Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work

Employment issues in the economy – Telecommuters and other special situations

Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more

Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care

Medical plans – Who is a full-time employee?