Employer's Handbook Health Care, Retire. & Fringe Bfts. Webcast [HCR4]

Sep 26, 2024
Time: 08:30am-12:00pm

Subject:

Taxation & Business Law

Credit Hours:

4.00

Price:

Member: $180.00
Non-member: $250.00

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Discussion Leader:

Pamela J. Davis-Vaughn, CPA    more info

Pamela J. Davis is a general practitioner providing accounting and tax services to her clients in Corning, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller's Roundtable, a sponsored event for controllers of automobile dealerships in Texas.

Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.

Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University.

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Website registration for this course closes on September 25, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Employer's Handbook: Health Care, Retirement & Fringe Benefit Tax Issues Webcast (HCR4)

September 26th, 2024 / 8:30 am 12:00 pm

Live Webcast / Zoom

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.

Major Topics:
- 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

Learning 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

Designed For: CPAs who need an in-depth understanding of employment issues

CPE Credits: 4, Taxation & Business Law

Level of Knowledge: Basic

Prerequisite: None

Acronym: HCR4

Discussion Leader: Pamela J. Davis-Vaughn, CPA