Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
8.00 Credits
Member Price $279
Non-Member Price $299
Overview
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. It will be updated and supplemented throughout the year to cover breaking developments.
Highlights
- Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more
- Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work
- Employment issues in the economy – Telecommuters and other special situations
- Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more
- Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care
- Medical plans – Who is a full-time employee?
Prerequisites
None
Designed For
CPAs seeking an in-depth understanding of employment issues
Objectives
- Identify the legal issues in hiring, evaluating, and firing employees
- Discuss federal laws that curtail an employer in taking actions involving employees and applicants
- Understand the requirements that fringe benefits and compensation programs place on employers
Preparation
None
Leader(s):
Leader Bios
David Peters, CPA Crossings, LLC Two Commerce Square
David R. Peters, CPA, CFP, CPCU, MST, MBA Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.
Non-Member Price $299
Member Price $279