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The New Tax Bill and Its Impact on Employee Benefits

How will the new tax bill affect your employee benefits? Many employers are unclear as to how the recently passed Tax Cuts and Jobs Act will impact their total rewards packages (e.

g., executive compensation, retirement benefits, fringe benefits). This topic helps employers understand the impact of the Tax Cuts and Jobs Act on their total rewards packages, including planning opportunities and potential areas of concern. This information is critical for employers so they can ensure their total rewards packages are optimized for the impact of the Tax Cuts and Jobs Act.

Runtime: 87 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

General Overview

  • Add Historical Timeline Box

??" Most Changes Effective 1/1/2018

  • Overview

??" i Exec Comp. ??" (i) 409B Dead ??" 409A Status the Same, (ii) 162(m), (iii) QBI, and (iv) Qualified Equity Grants

??" ii Retirement Plan

??" iii Fringe Benefits/ACA

Executive Compensation

  • 162(a) Overview
  • 162(m) ??"

??" Repeal of Performance-Based Compensation Exception

??" Transition Relief

  • 162(m) ??" Plan Design and Approval

??" Amending Outstanding Awards

??" IPO

??" Mature Public Companies

  • 162(m) ??" Increased Scope of Covered Employees
  • 162(m) ??" Increased Scope of Covered Entities
  • 162(m) ??" Compensation Committees Composition/Charter/Disclosure
  • 162(m) ??" Positives (More Flexibility, Potential for NQDC Option, Potentially Less Frequent Shareholder Approval, Proxy Advisors)
  • New Rules for Nonprofits
  • Qualified Business Income ??" Overview
  • Qualified Business Income ??" Form W-2 and Depreciation and Income Limitations
  • Qualified Business Income ??" Specified Service
  • Qualified Business Income ??" Reasonable Compensation Reduction
  • Change to Income Tax Rates ??" Income Tax Rates/Supplemental Withholding
  • New Qualified Equity Grant Deferrals
  • Planning Opportunities

Qualified Retirement Plan ??" Review Changes to Loan Rollover

Fringe Benefits/ACA

  • Tax Act Repeal of ACA Individual Mandate
  • Fringe Benefits Repeal

??" What Will Employers Do?

  • Paid Leave Credit
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on April 9, 2018.

Call 1-866-352-9540 for further credit information.

  • ASA 1.5
     
  • This program qualifies for 1.5 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]
     
  • HR Certification Institute 1.5
     
  • This E-Learning program has been approved for 1.5 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Steve Flores

Steve Flores

Winston & Strawn LLP

  • Partner in the office of Winston & Strawn LLP
  • Practice emphasizes all aspects of employee benefits and executive compensation matters
  • Conducts regular seminars and workshops on numerous employee benefits and executive compensation matters for public and private companies
  • Wrote several publications related to the areas of employee benefits and executive compensation
  • Member of the following organizations: Illinois State Bar Association, Chair of Employee Benefits Section Council; American Benefits Council, Policy Board of Directors Advisory Council representative; Chicago Police Board, member; National Hispanic Bar Association, deputy regional president for Region IX, chair of Awards Committee; Chicago Committee, Board member; Hispanic Lawyers Association of Illinois, In-House Counsel Committee member, Law School Committee member; LCLD Fellow; Winston & Strawn LLP, Insurance Committee, Diversity Committee and Hiring Committee
  • J.D. degree, magna cum laude, University of Illinois at Urbana-Champaign; B.A. degree in political science, University of Illinois at Chicago
  • Can be contacted at 312-558-6456, [email protected]n.com or https://www.linkedin.com/in/stevefloreslaw
Thomas A. Moore

Thomas A. Moore

Winston & Strawn LLP

  • Associate in the office of Winston & Strawn LLP
  • Practice emphasizes all aspects of employee benefits and executive compensation matters
  • Co-written numerous client briefings related to the areas of employee benefits and executive compensation
  • Certified Public Accountant
  • J.D. degree, University of Notre Dame; a Master's degree in accounting science, B.A. degree, cum laude, and Northern Illinois University
  • Can be contacted at 312-558-8925 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 402183
Published 2018
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