Tax Treatment & Rules for Fringe Benefits

Date: August 18, 2011
CPE Credit: Not eligible
Presenters:  Paige Gerich

Paige Gerich



Not-for-Profit & Government, Health Care

2800 Post Oak Boulevard, Suite 3200
Houston, TX 77056-6167


 & Amanda Maya

Amanda Maya


Health Care

2800 Post Oak Boulevard, Suite 3200
Houston, TX 77056-6167


The IRS has identified fringe benefits as the most common area for intermediate sanctions on exempt organizations, due largely to inadequate documentation. This complimentary webinar will review tax treatment of common employee benefits. It also will include information on rules for accountable plans, personal cell phone use, educational assistance plans and more.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Gain an understanding of accountable plans rules, personal use of cell phones, educational assistance plans and other commonly offered benefits
  • Understand the potential automatic excess benefit treatment by the IRS for certain benefits not reported properly by exempt organizations


CPE Information

CFOs and internal accounting personnel

Program Level:  Basic
Delivery Method:  Group Internet-Based
Advanced Preparation:  None
Prerequisites:  None
Refund Policy:  There is no cost for this webinar; therefore, there is no refund policy.

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, please contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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