Market Areas > Corporate Finance > Fringe Benefits

Fringe Benefit Taxing & Reporting

Course Description:

Which fringe benefits are taxable, which are not?  At what amount are certain fringe benefits taxable and reportable; and on which form, in which box, with what code?

With the IRS looking for consistency of treatment, proper record keeping and record retention, complying with Internal Revenue Tax Code requirements and federal regulations for fringe benefits is frankly – complicated.

Get an insider’s guide on what’s needed to properly tax and account for fringe benefits in this indispensable CCM audio conference.  Discover how to ensure compliance with IRS Tax Code and federal regulations, and get the tools you need to:

• Handle qualified and nonqualified deferred compensation
• Deal with cafeteria plans
• Comply with IRS regulations for dependent care
• Make sure your flexible spending accounts are in compliance
• Handle the complexities of third-party sick pay taxation and reporting
• Meet the conditions of qualified employee discounts
• Determine de minimis benefits exclusions
• Withhold, deposit, and report taxable non-cash fringe benefits
• Properly report moving expense reimbursements
• Account for the special rules for meals “furnished with a charge”

Plus, by the end of this 75 minute session, you’ll know:

• Tax treatment of incentive stock options and employee stock purchase plans
• Exclusion limits on qualified transportation fringe benefits
• Substantiation, recordkeeping, taxation and reporting requirements for the personal use of company car
• How “for the convenience of the employer” pertains to employer-provided meals and lodging
• What is includable/excludable from employee’s income when awards and prizes are given for outstanding achievement, cost-saving suggestions, safety ideas, etc.

Featured Faculty:

Vicki M. Lambert, CPP, Certified Payroll Manager, President and Academic Director of Vicki M. Lambert, LLC

Vicki M. Lambert, CPP, Certified Payroll Manager is President and Academic Director of Vicki M. Lambert, LLC a firm specializing in payroll education and training.  Ms. Lambert has a Bachelor’s degree, Magna Cum Laude in Business Administration and is a Certified Payroll Professional with over 29 years of multi-state payroll experience.

Ms. Lambert has lectured extensively throughout the United States on payroll administration and compliance issues for clients that include ADP, CCH Incorporated, Ceridian Employer Services, Fox Studios, County of Riverside, Sun Microsystems and others.  She has authored, co-authored or edited numerous payroll publications and newsletters. 

Ms. Lambert is also the host of “Politically Payroll” a radio program that explores and highlights the importance and vitality of the payroll function within the realms of politics, business and peoples everyday lives.  The program is broadcast on KLAV 1230AM in Las Vegas, Nevada and can also be accessed on the internet at www.klav1230am.com.

MONEY-BACK GUARANTEE:

We're so confident you'll get what you want out of this conference that we'll refund every penny if you're not completely satisfied. No questions asked! It's 100% risk-free!

Pricing:

Unable to Attend?  Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

APPROVED FOR RECERTIFICATION CREDIT:

HRCI - Receive 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

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