A Tax Practitioner's Guide to Compensation Planning – NEW DATE! – Webcast

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Cancelled - Nov 18, 2020

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Compensation planning is a critical issue in the operation of any business, especially to the executive or business owner. How a compensation plan is designed and arranged makes a considerable difference in tax implications and ultimate cost effectiveness. This course covers the tax and business ramifications of various compensation arrangements.

Designed For

CPAs, finance professionals, financial planners.

Objectives

Recognize a comprehensive guide to tax and business compensation arrangements for the practitioner.

Major Subjects

  • How to design and use a stock option plan; how to design and use a restricted stock plan
  • How to provide company cars in a tax-effective manner
  • How to use a Section 125 plan
  • How to effectively provide health insurance
  • Group term life insurance
  • Education assistance
  • Fringe benefits, Section 132
  • Employee loans
  • Medical expense reimbursement plans
  • The difference between qualified and nonqualified retirement plans
  • How to best design a retirement plan
  • How and when to use a defined benefit plan
  • How and when to use a defined contribution plan
  • How a 401(k) plan works and when to use it
  • How a SEPP works and when to use it
  • How a SIMPLE plan works and when to use it
  • How a profit-sharing plan works and when to use it
  • How and when to use a cross-tested or age-weighted plan
  • How and when to use life insurance in a qualified plan
  • Tax-deferred annuity plans
  • How to design an ESOP and when to use it

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.