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This training program will offer attendees a clearer understanding of the tax rules and laws that affect the types of investments or employee benefits that they hold. There are many things to consider

Tax Rules for Investments and Employee Benefits


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    One Dial-in One Attendee

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About The Event

Tax Rules for Investments and Employee Benefits

This training program will offer attendees a clearer understanding of the tax rules and laws that affect the types of investments or employee benefits that they hold. There are many things to consider and plan for when it comes to investing and employee benefits: whether you are an employer providing employee benefits, an employee receiving benefits, or even a company that owns investments.

Why Should You Attend:

The IRS tax code is very complex. There are tax laws that relate to investments and employee benefits. However, they are not one size fits all. There are many types of investments and employee benefits, and there are tax laws for each type. The tax rules for an IRA are not the same for employer provided health benefits. It’s very important for employers to be knowledgeable of their tax obligations for providing employee benefits. Employers should also make their employees aware of the tax obligations for these benefits from the employees’ side. Avoiding tax obligations such as withholding, depositing tax payments, and reporting investment income is seen as tax evasion and can cause serious consequences. Getting the knowledge beforehand can help avoid confusion and problems.

Learning Objectives:

  • Learn what allowable tax shelters are and how to avoid tax shelter fraud.
  • Learn the tax rules for investments.
  • Learn the tax rules for employee benefits.

Areas Covered in the Webinar:

  • Discussion of allowable tax shelters and tax shelter abuse
  • Tax rules for stocks and bonds
  • Tax rules for mutual funds and exchange traded funds (ETFs)
  • Tax rules for real estate investments (real property and real estate investment trusts)
  • Tax rules for gains, losses, and dividends
  • What employers should know about employment tax treatment of fringe benefits
  • Taxable employee benefits vs. nontaxable employee benefits
  • Discussion of fringe benefit exclusion and valuation rules
  • Employer requirements for reporting, withholding, and depositing taxable fringe benefits

Who Will Benefit:

  • Small business owners
  • Self-employed individuals
  • Individual investors
  • Payroll personnel
  • HR personnel
  • Accountants, CPAs, and EAs
  • Accounting personnel
  • Any organization with employees or independent contractors who receive benefits
  • Medium and large companies
  • Company executives and management
  • Compliance personnel
  • Real estate investors

Instructor Profile:

Financial and business compliance coach, JeFreda Brown, helps maximize the business potential of small and medium sized businesses, nonprofits, government agencies, colleges, organizations, agencies, and self-employed individuals.

As CEO of Goshen Business Group, LLC (formerly Brown Accounting Solutions, LLC), Ms. Brown can provide a unique suite of specialized services that are customized for an organization’s particular needs. Some of her areas of expertise include tax planning, budget preparation, DCAA audit consulting, government contract accounting system and internal controls compliance consulting, pricing proposal development, financial management, payroll compliance, business development/management consulting, professional development training, train the trainer services, business planning, grant writing, 501(c)(3) preparation, and more.

With over 16 years of business experience in areas such as accounting, finance, real estate, taxes, federal auditing (DoD), low income housing tax credits, project and compliance management, contract administration, human resources, and teaching, Ms. Brown is one of America’s premiere financial and business compliance coaches. She earned her BS degree in math from Mississippi State University with a minor in Spanish. She also has an MBA in finance from Mississippi College.

Ms. Brown has been featured in numerous print and online articles for various industry websites, blogs, and magazines including US News, YFS Magazine, DailyWorth, and Intuit Small Business Blog. She has also been interviewed on Bloomberg Radio and The Ambitious Entrepreneur Show. She is the author of the eBook, 12 Reasons You Need an Accountant for Your Small Business available on Amazon. Ms. Brown is also featured in the forthcoming book, How To be #HLIC Head Lady in Charge as well as the Head Ladies in Charge movie. She is also an adjunct professor in the accounting and finance department of the Collat Business School at the University of Alabama in Birmingham.

Topic Background:

Consequences can follow if tax rules and laws are not adhered to. There is nothing wrong with having tax shelters such as investments or employee benefits. The key is obtaining the necessary knowledge to maintain compliance with tax laws and avoiding fraud.


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