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Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits (OBCR)

Choose CPE Format:

Self-Study SELECT STARTING AT $125 (On Demand)

Downloadable PDF

Credits: 8

Qualifies For: IRS CPE

$125

Textbook

Credits: 8

Qualifies For: IRS CPE

$140
  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits (OBCR)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

We live in interesting times when it comes to health care obligations for employers. The Affordable Care Act (ACA) fundamentally changed the way in which individuals and businesses approach healthcare. While attempts to repeal the ACA have proven unsuccessful so far, an end to the individual mandate is coming in 2019 as a result of The Tax Cuts and Jobs Act. In the meantime, ACA compliance obligations remain both complex and mandatory. Otherwise uninsured individuals and employers with 50 or more full-time or full-time equivalent employees must be on top of the complicated ACA rules as they apply in the current year. This course will focus on the key issues and planning strategies that tax practitioners need to know in order to effectively advise their clients during this uncertain time. The course will also address other options employers have for assisting employees with healthcare costs as well as tax and planning considerations for non-healthcare-related employer-provided fringe benefits.

Major Topics:

  • New rules for Health Reimbursement Accounts (HRAs)
  • Current and breaking developments in healthcare reform
  • Current year ACA compliance requirements and challenges
  • Options for individuals who do not have health insurance coverage through an employer
  • When employers can claim the small business health insurance credit
  • Key considerations and any new developments regarding tax aspects of employer-provided fringe benefits

Learning Objectives

  • Understand the new rules for health reimbursement accounts
  • Understand the current status of healthcare reform and how it affects current year compliance obligations
  • Understand how the Affordable Care Act affects businesses, employees, and individuals not covered by an employer's health plan
  • Recognize when and how penalties apply to individuals and businesses under the ACA
  • Understand the principles surrounding tax treatment of employer-provided fringe benefits

Designed for:

Tax practitioners who need to understand current year healthcare compliance requirements and challenges for employers

Prerequisite:

A working knowledge of tax law as it relates to health insurance

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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