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This course provider is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. |
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Course Title:
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'10 Tax Guide to Compensation and Benefits |
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Course Code  |
4904 |
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Course Description |
BEACON HILL FINANCIAL EDUCATORS:
CPA*, CFP®, EA, and PACE credit.
Immediate grading and certificate included.
This course was updated on 5/2010.
This short course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses.
Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The new field of professional services is probed to provide tax, financial, and estate planning to the key executive.
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Subject Area |
Taxes |
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CreditHours |
Credential |
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Measurement Unit |
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Recommended Credit Hours |
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QASHours |
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CPA
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CPE
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2
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2
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CFP™
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CE
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2
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Delivery Method |
Self-Study |
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State |
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Facility |
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Start Date |
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End Date |
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Start Time |
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End Time |
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Instructor |
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Course Level |
Overview |
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Learning Objective |
As a result of studying the assigned materials, you should be able to meet the objec-tives listed below.
ASSIGNMENT SUBJECT
At the start of the materials, participants should identify the following topics for study:
* Deferral of income
* Avoiding taxable income
* Unreasonable compensation
* Nonqualified deferred compensation
* Basic types of corporate retirement plans
* Individual plans
* Fringe benefits
* Employer provided automobile
* Business entertainment
* Business travel & transportation
Learning Objectives
After reading the materials, participants will be able to:
1. Identify four types of income, from a financial and tax perspective, to be budgeted into cash so that income-producing assets can be acquired and managed for an effective investment plan.
2. Structure compensation to maximize the net dollar return using strategies that involve all aspects of how the client relates to the company for which they may be an owner, employee, or both.
3. Distinguish qualified deferred compensation plans from nonqualified deferred compensation plans, and differentiate defined contribution plans from defined benefit plans noting the characteristics of each so that busi-ness owners may choose the most suitable plan to accomplish their finan-cial and worker incentive objectives.
4. Explore and examine the scope and variety of excluded fringe benefits including tax treatment, operational details, and level of incentive based compensation.
5. Apply the directly related test and the associated test to insure that entertainment expenses can be deducted, treat reimbursements paid under accountable and unaccountable plans accordingly, and identify deductible travel expenses undertaken for business.
6. Explain four types of insurance that a company can provide its em-ployees, describe the various types of equity participation available from which companies may choose, and define a buy sell agreement and the two basic types of a buy sell agreement. |
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Program Content |
Financial & tax fundamentals
Compensation strategies
Unreasonable compensation
Nonqualified & qualified deferred compensation
Fringe benefits
Business entertainment
Business travel
Insurance
Equity participation & buy-sell agreements
Index
Glossary
Exam
e-Exam electronic exam answer sheet (see Additional Notes below) |
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Course Prerequisites |
None |
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Advanced Preparation |
None |
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Cost |
$39 |
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Administrative Policies |
You may return any course within 30 days of purchase (and before we receive the exam for grading) for a full refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-588-7039.
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Additional Notes |
Prices, Availability Download: $39.Print: $49 plus shipping/handling.
Order online or by phone (800-588-7039).
All of our courses include our e-Exam interactive PDF answer sheet that you submit electronically for instant results and a certificate.
What's our greatest strength?
Customer service: We are good about answering the phone (or returning calls). No phone menus, no waiting on hold.
We usually ship printed courses same day.
We also have a great Website. Visit us at www.bhfe.com. To go directly to the course description, use the link below.
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Course URL |
http://www.bhfe.com/store/compensation-planning-short-course,Product.asp |
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Contact Information |
Call Dave
Beacon Hill Financial Educators
144 Cape Newagen Road
Southport, Maine 04576
USA
Phone:800-588-7039
Fax:877-902-4284
Click below to go directly to the provider's website.
http://www.bhfe.com
Click below to email the provider about this course:
Call Dave
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