ITGF
INDUSTRY TAX GUIDE TO
FRINGE BENEFITS AND SELECTED PAYROLL ISSUES

The purpose of this course is to review the significant tax issues for controllers in the area of fringe benefits and payrolls.

Major topics include:

  • The analysis of the types of fringe benefits companies can offer
  • Statutory fringe benefits -- What employers and employees want
  • Medical insurance, self-insured plans, HRAs, HSAs, disability insurance, life insurance, and dependent-care programs
  • COBRA requirements, the Family and Medical Leave Act, and the Health Insurance Portability and Accountability provisions affecting businesses
  • Uses of company-owned automobiles and aircraft by employees, and the valuation methods applicable to the included gross income; various limitations or qualifications issues
  • Compliance issues, notices, Form 5500 reporting requirements, and discrimination issues
  • Reimbursement and substantiation issues in accountable and non-accountable plans, and W-2 record-keeping requirements
  • Determining worker classification for purposes of withholding and the limitations of §530 safe harbors
  • Electronic reporting for payroll and common paymaster issues
  • Legislation update
  • And much more

Designed for: CPAs in industry who have a need to understand fringe benefit and payroll tax issues.

Level of knowledge: Basic

Field of study: Taxes