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47 Slides available anytime
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The Essentials of Taxing and Reporting Insurance Benefits


Gain an understanding of the tax rules surrounding health and welfare benefits along with deadlines and reporting requirements.

This course will cover the basics of calculating the taxation of health and welfare benefits provided to employees, along with the reporting requirements associated with these benefits. It will include a discussion of the reporting requirements for medical coverage under the Affordable Care Act and how to navigate the taxation of the alphabet soup of health savings accounts (HSAs), health reimbursement arrangements (HRAs), and flexible spending accounts (FSAs). Employers will gain an understanding of the tax rules surrounding health and welfare benefits and the deadlines for associated reporting requirements.



Joanna C. Kerpen

Joanna C. Kerpen

Winston & Strawn LLP

  • Attorney with Winston & Strawn LLP
  • Focuses her practice on employee benefits tax and Employee Retirement Income Security Act (ERISA) matters related to 401(k), pension, health and welfare, and executive compensation plans, including designing, amending, and administering such plans
  • Has extensive experience with the Patient Protection and Affordable Care Act, the Health Insurance Portability and Accountability Act, and various other federal and state laws relevant to health and welfare plans
  • Represented clients before the Department of Labor and Internal Revenue Service; she has assisted clients with voluntary correction filings under the Employee Plans Compliance Resolution System and applications for determination letters on plan termination and tax qualification
  • LL.M. degree, with distinction, Georgetown University Law Center; J.D. degree, Loyola University of Chicago School of Law; B.S. degree in accounting and art history, Boston College

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