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Same-Sex Spouses and Domestic Partners: Benefits and Taxes

Learn the complex benefit and tax issues that come with providing benefits to same-sex spouses and domestic partners.

The legalization of same sex marriage was a long overdue societal benefit, but the benefits and tax world have been slow to adjust. Now that the differentiation between same sex marriage and heterosexual marriage is a thing of the past, this topic aims to bring to light the key areas of exposure any employee benefits plan may face as a result of the change. Whether your plan needs to be amended or you are seeking to establish employee benefit programs to comply with the same sex marriage environment, this program will assist in identifying current vulnerabilities and vulnerabilities to plans that are right around the corner. Failure to comply with the sweeping changes in tax and employee benefits may result in discrimination issues and/or tax qualification issues in your employee benefit plans. You will learn what was, what is, and what is next in employee benefits and tax as a result of the legalization of same sex marriage.

Runtime: 90 minutes
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Why Lorman?

Over 32 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

Legal Overview

  • 1996 Defense of Marriage Act
  • United States v. Windsor (2013)
  • Obergefell v. Hodges (2015)
  • Aftermath - Where We Are Now?

Health Care and Insurance

  • ACA
  • FMLA
  • Proposed Legislation

Retirement Benefits

  • Qualified Retirement Plan Status
  • Social Security

Federal Tax Considerations

  • Defining Marriage
  • Promoting Respect for Individuals' Dignity and Equality (Pride) Act of 2019
  • Proposed Refund Equality Act of 2019
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More Program Information

Why Lorman?

Over 32 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 November 15, 2019.

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

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     

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

Audio & Reference Manual

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

MP3 Download

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

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More Program Information

Why Lorman?

Over 32 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

Daniel Simandl

Daniel Simandl

von Briesen & Roper, s.c.

  • Attorney in the office of von Briesen & Roper, s.c. and member of the employee benefits practice group and labor and employment practice group
  • Practice emphasizes all aspects of labor, employment, and employee benefits
  • Advised clients in legal matters pertaining to the Occupational Safety and Health Act, the Americans with Disabilities Act, the Affordable Care Act and Employee Retirement Income Securities Act, and the Family and Medical Leave Act
  • J.D. degree, Marquette University Law School; B.A. degree, University of Minnesota
  • Can be contacted at [email protected], 414-287-1578, or Twitter® @dannysimandl
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Why Lorman?

Over 32 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.

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Product ID: 404664
Published 2019
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