The Employer's Definitive Tax Guide to Health Care Benefits

Online Webcast

Credit Hours: 2

By: Bob Jennings CPA, CFP, EA, RTRP

IRS Number: 5KBKR-T-00136-14-O
Event Description:
The 2010 Health Care Bill made radical changes to the health care fringe benefits that employer's may provide or may want to provide for employees. The changes are sweeping, full of traps and horrible penalties and affect businesses of all sizes from sole proprietors to large corporations. This new class, which we are excited to bring to our customers is the nation's first CPE class designed specifically to address just income tax deductions, penalties and planning for these health care benefits. Every tax professional and business owner in the country, in particular small business, will benefit from this cutting-edge course. Our author (Bob Jennings CPA) tells us this is the best manual he has ever written and that says a lot for someone who has written over 250 CPE manuals in 30 years.

During the class we will discuss all 4 major health care fringe benefits including insurance, HRAs, health savings accounts and health care flex spending accounts. We will tell you what works, what doesn't and provide clear guidance on what can and cannot be done for sole proprietors, LLC/Partnership members, S corporation shareholders and C corporation shareholders and their employees. We will answer those questions that have been tearing at every tax professional's subconscious including: can I reimburse for health insurance; what type of deduction works now; what do I do for S corporation owners; is a Flex plan a good idea; do HRA's still work; and many more. We will also illustrate a solution that is not generally considered for all of the fringe benefit problems.

We won't be discussing who has to provide health insurance or bog down with penalties for large employers that don't provide it-this class is about the fringe benefits and what can and cannot be done, not about insurance requirements.

The answers are here in a definitive, concise, easy to follow guide full of easy tables to follow the rules. Dozens of hours of research, cross-checking, back research and extra reading of IRS guidance, professional and industry analyses, ACA rules, notices and Regulations have finally been boiled down by our experts to an easy to understand guidebook for everyone.

Attendee Requirements

SYSTEM REQUIREMENTS - You must have a high speed internet connection, speakers connected to your computer and monitor.

GROUPS - PROCTORS - If you have more than 1 person REGISTERED for the streaming webcast and all would like to watch from the same computer, please complete the Proctor Form and return to us after completion of the webcast in order to receive proper CPE credit. A CPA must attest to the attendance of each person. The CPA does not have to be in attendance of the webcast, just attest that the persons on the form have attended. Proctor Form (Word doc) Proctor From (PDF)

DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.

FAQ - Visit our FAQ page for more answers regarding our Streaming Webcasts.

TIME ZONES: PLEASE NOTE: All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.

Fees and Schedule
This Jennings Sponsored Internet-Live seminar begins promptly at stated time, will break for lunch, have 2-10 minute breaks and end promptly at the stated time.

  • 8:00-10:00 120 minutes
  • 10:00-10:10 Break
  • 10:10-12:15 125 minutes
  • 12:15-1:00 Lunch
  • 1:00-3:00 120 minutes
  • 3:00-3:10 Break
  • 3:10-4:00 50 minutes

    Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Cancellation, Transfer and Refund Policy
    Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit A 30-day money back guarantee applies to all self-study products. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education
    Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor #108251

    This Internet-Live seminar carries the above mentioned hours of CPE credit, based upon a 50 minute contact hour. All Jennings Advisory Group seminars have been designed to comply with the Statement on Standards for Formal Group Study Programs published by the American Institute of Certified Public Accountants and the National Association of State Boards of Accountancy and to comply with CPE accreditation standards in the states in which they are held.

Event Details
Event Dates and Times

TIME ZONES: PLEASE NOTE: All streaming seminar times listed are Eastern Time Zone. Please adjust to your time zone.

Date:   May 9, 2014
Time:   1:00 PM - 3:00 PM    Add to Outlook
Contact Information
Speaker Bio(s)
Bob Jennings CPA, CFP, EA, RTRP

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific a...

Samantha Zarantonello
812-288-1513 or 877-466-1040

Event Objective
Upon completion of this course, you will be able to-Advise clients on health care plan issues; Discuss the usage of a Professional Employment Organization with clients including benefits and disadvantages of using such a service; Explain Section 106 health insurance benefits to clients; Explain Section 105 health reimbursement arrangements to clients, including the requirements for plans to qualify as such; and more.

Field of Study


Event Level

NASBA Category