Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits in 2017

Nov 8
8:00 - 4:00 p.m.

Wyndham Philadelphia-Bucks County
Feasterville-Trevose - Map

8-Tax
CPE Credits

Understand how the Affordable Care Act affects businesses, employees, and individuals not covered by an employer's health plan. Recognize when and how penalties apply to individuals and businesses under the ACA. Understand the principles surrounding tax treatment of employer-provided fringe benefits.
Highlights
  • When can an individual claim a subsidy to purchase health insurance on the health exchange?
  • When is an individual subject to a penalty for failure to purchase health insurance
  • IRS Notice 2015-17 and its impact on employer reimbursements and S corporation reimbursements of greater than 2 percent shareholders
  • Shared responsibility excise tax penalty for large employers
  • Calculating and defining the employee count
  • Options for individuals who do not have health insurance coverage through an employer
  • When employers can claim the small-business health insurance credit
  • Key considerations and any new developments regarding tax aspects of employer-provided fringe benefits

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 732502

Level: Update

Prerequisites: Working knowledge of tax law as it relates to health insurance

Notes

Accepted for CFM, CFP®, ChFC, CLU, CMA, and IRS credits.

Speaker(s)

Michael Reilly

Michael E. Reilly