August 29, 2024


Live Webcast


8 CPE

Mastering Strategic Compensation Planning: A Comprehensive Guide for Tax Practitioners

August 29, 2024
Live Webcast
8 CPE

Mastering Strategic Compensation Planning: A Comprehensive Guide for Tax Practitioners

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    Instructor

    Arthur
    Werner

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Learning Objectives

Discuss the benefits and drawbacks of different compensation arrangements for tax and business purposes.

Major Topics

  • Designing effective stock option and restricted stock plans
  • How to provide company cars in a tax-effective manner
  • Using a Section 125 plan for health insurance and other benefits
  • Fringe benefits and employee loans
  • Designing effective retirement plans, including defined benefit and defined contribution plans, 401(k) plans, SEPPs, SIMPLE plans, profit-sharing plans, and more
  • Using life insurance and tax-deferred annuity plans in a qualified plan
  • Designing and using an ESOP

CPE Credits Available

8 CPE
8
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Tax
  • Taxation

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, finance professionals, financial planners

Provider

Werner-Rocca

This event has ended.