IRS

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The joint Department of Treasury and Internal Revenue Service 2008-2009 Business Plan includes 57 notable guidance projects on retirement plans, executive compensation, and other employee benefit topics as well as nine significant projects related to insurance companies and products, not to mention several other projects that affect all of the above.

This LIVE two-hour webcast provides an important and timely overview of the business plan, with key updates on retirement plan qualification requirements, group trusts, church plans, reporting and income tax withholding guidance, ineligible executive compensation plans, employer-owned life insurance contracts and self-insured retiree medical plans, Health Savings Account issues, and more. For insurance professionals, the panel of industry experts will also discuss cell captive insurance arrangements, tax-free exchange of life insurance contracts and other industry updates. The panel will be available to answer questions and illuminate the latest regulations for participants.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Conference
Recommended CLE/CPE Hours: 1.75 - 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date.)
Advance Preparation: Print and review course materials
Course Code: 093832
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for Understanding the IRS and Treasury 2009 live webcast:


  Event Talking Points (click here to view more)
SEGMENT 1:


William F. Sweetnam, Jr., Partner,(Former Benefits Tax Counsel, Office of the Tax Policy, U.S. Department of the Treasury),
Groom Law Group
and
Elizabeth E. Drigotas, Principal,
Deloitte Tax LLP

- New IRS guidance will require companies, their lawyers and their service providers to
  determine whether the company's' employee benefit and other compensation
  plans are affected and whether they meet the new rules.
- Find out the IRS' latest regulatory concerns regarding employee benefits and compensation.
- Understand the reasons behind the IRS' regulatory agenda.
- Hear whether Congressional action will change or otherwise impact the IRS' regulatory agenda.

SEGMENT 2:


Marty Pippins, Employee Plans Technical Guidance Manager,
Internal Revenue Service

- Employee plans benefits guidance on the immediate horizon
- Schedule for 2009-2010 Guidance plan
- Pension funding regulations
- Hybrid plan regulations
- Other miscellaneous guidance

SEGMENT 3:


Helen H. Morrison, Deputy Benefits Tax Counsel,
U.S. Department of the Treasury

- Budget proposal including automatic IRAs
- Recently enacted WRERA and Recovery Act legislation including required minimum distributions
  and the COBRA subsidy
- 2009 guidance plan including executive compensation guidance



Groom Law Group
William F. Sweetnam, Jr.
Partner,(Former Benefits Tax Counsel, Office of the Tax Policy, U.S. Department of the Treasury)
                        speaker bio »»

U.S. Department of the Treasury
Helen H. Morrison
Deputy Benefits Tax Counsel
speaker bio »»

Internal Revenue Service
Marty Pippins
Employee Plans Technical Guidance Manager
speaker bio »»

Deloitte Tax LLP
Elizabeth E. Drigotas
Principal
speaker bio »»

Who Should Attend?

- Private companies
- Public companies
- Compliance officers
- Payroll & Benefits Administrator
- HR Officers/Directors
- Auditors
- Accountants
- Attorneys
- Legal officers
- Tax advisors
- Tax preparers
- Business consultants

Why Attend?

This is a must attend event for anyone interested in understanding Business Plan Compensation & Benefits Issues.
- New guidance explained by the most qualified key leaders & experts
- Interact directly with panel during Q&A

Registration Information:                                                                                                                                    



Understanding the IRS and Treasury 2009 Business Plan Compensation & Benefits Issues
Speaker Firms and Agencies:



U.S. Department of the Treasury



Internal Revenue Service






 

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Enrolled Agents Sponsor ID Number: 760

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