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: 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect
to continuing education credit.)
Advance Preparation: Print and review course materials
Course Code: 093832
William F. Sweetnam, Jr.
Partner,(Former Benefits Tax Counsel, Office of the Tax Policy, U.S. Department of the Treasury)
Marty Pippins
Employee Plans Technical Guidance Manager
Helen H. Morrison
Deputy Benefits Tax Counsel
Elizabeth E. Drigotas
Principal
Elizabeth E. Drigotas, Principal
- 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.
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
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
- Private companies
- Public companies
- Compliance officers
- Payroll & Benefits Administrator
- HR Officers/Directors
- Auditors
- Accountants
- Attorneys
- Legal officers
- Tax advisors
- Tax preparers
- Business consultants
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