Date/Time
1/22/2026
12:00 PM - 3:30 PM Central
12:00 PM - 3:30 PM Central
Course Registration
Credits
4 Credits
Event Type(s)
Webinars
Event Description
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
Objectives:
Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Field of Study:
Business Law (2), Taxes (2)
Major Topics:
Objectives:
- Identify compliance issues
- Understand how health care mandates apply to employers and individuals
- Explain the nondiscrimination rules that apply to employer-sponsored retirement and health care plans
Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Field of Study:
Business Law (2), Taxes (2)
Major Topics:
- ERISA compliance: employee welfare plans and qualified plans
- Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care
- Health care plans: HRAs, HSAs, and other employer-sponsored plans
- Qualified plan requirements: eligibility, coverage, and vesting
Location
Webinar
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