Event Description:This is a combination of Fringe Benefits-This course reviews all of the major fringe benefit plans that small businesses can use to benefit employees and owners such as child care, education, transportation, housing and more.
HSAa HRAs & More-This exciting course leads the practitioner through the maze of employee leasing, HRAs, HSAs, Medical Reimbursement Plans, Healthcare Flexible plans and the advantages, disadvantages, and uses of each. This is one of Bob Jennings’ favorite topics, and students will “feel the enthusiasm” in this course, one of our most popular short courses.
Long Term Care Insurance-This course starts by covering the need for long term care insurance. It then covers the aspects of what long term care insurance is, what it pays and does not pay, where to get it, where to use it and what to look for in policies. It concludes with a coverage of the latest changes in coverage and the tax treatment of premiums and payments.
Education Planning & Credits-The course begins with an overview of the options available to taxpayers for saving money for college. It then moves to an in-depth discussion of Section 529 plans, including prepaid tuition and college savings plans. Next, the course covers the remaining options including series EE bonds, Coverdell ESAs, traditional and Roth IRAs, borrowing from a 401(k), the Uniform Gift to Minors Act, and mutual funds. The course concludes with coverage of the tax credits and deductions available for those seeking higher education.
Estate & Gift Planning Review-This course reviews 2012 estate and gift tax changes and new amounts as established by Congress. It also reviews rudimentary estate and gift tax planning ideas such as gifting strategies, medical exclusions, education exclusions and gift splitting. An overview of basic gift and estate tax rules and planning concepts is provided in an example form in this short review class.
State Sponsor: Wisconsin Association of Accountants
Attendee RequirementsCall society/sponsor for location and hotel information as needed.
All policies and registration and fees are established by society/sponsor.
Dress warmly in layers as the room may be cool.
Event ObjectiveFringe Benefits-Upon completion of this course, the student should be able to advise clients on fringe benefit plans and tax savings concerns. HSAa HRAs & More-Upon completion of this course, the student should be able to advise clients on health care plan issues. Long Term Care Insurance-Upon the completion of this course, the student should be able to discuss, advise and plan for taxpayers considering the purchase of, or who have already purchased long term care insurance. Education Planning & Credits-Upon the completion of this course, the student should be able to inform clients about the features various college savings alternatives and conduct tax planning with those clients to maximize the tax benefits they will receive in savings for higher education. Estate & Gift Planning Review-At the conclusion of this course the student should be able to determine the 2012 estate and gift tax minimum filing requirements as well as the thresholds for exempt gifts and other excludible amounts.
Field of StudyTaxes
© 2007 - 2013 Taxspeaker