Employee Benefits

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Employee Benefits Tax Resources

This section covers tax issues related to employee benefit plans, including executive compensation. Specifically, you will find various practice aids developed by the AICPA's Employee Benefits Tax Technical Resource Panel, including, guides, checklists and articles aimed at helping tax practitioners navigate the complexities of the employee benefits and executive compensation areas of taxation.


News and Developments

Below are articles on recent developments in this area:


Key Resources

	Below are AICPA checklists for employee benefits that will assist practitioners with compliance in this area: Form 5500 Employee Benefit Plan Return or Report Checklist -2011 Qualified Retirement Plan (Form 5500) Tax Organizer - 2011 Simplified Employee Pension Plan Worksheet Practice Management Form - 2011
	Below are various other tools and aids, including practice guides and sample client letters, to assist members with employee benefits issues: Top 10 Form 5500 Preparation Tips - 2011 Summary of Qualified Plan Notice Requirements Cost of Living Adjustment Schedule through 2013 Guidance Tracker for Employee Benefits See a comprehensive list of tools developed for the employee benefits area
	Health Care Reform Resource Center As part of the enactment of the health care reform legislation, numerous tax provisions were affected, some existing provisions were changed and some new provisions were added. We have developed a Health Care Reform Resource Center to help you navigate and track these tax related changes.
View a full list of resources in the Employee Benefits area.


Upcoming and Recent Events

Register Now!

Annual AICPA Employee Benefits Plan Conference

Date: May 14-16, 2013
Where: Grapevine, Texas

Get the most up-to-date information on legislative and regulatory issues right from the source! Experts in the area of employee benefits, including the DOL and IRS will provide an insiders point of view to help you perform high-quality employee benefit plan audits and much, much, more.

Save The Date - Compensation & Benefits Webinar Series!

The AICPA is hosting a 3-part webinar series covering issues in compensation and benefits.

Session 1 - Dealing with the New Healthcare Tax Laws Effective 2014 - June 18, 2013 at 1pm EST
Session 2 - Payroll Tax Issues - June 25, 2013 at 1pm EST
Session 3 - Section 83 - June 27, 2013 at 1pm EST

Registration Link Coming Soon!


Advocacy

	For details on our advocacy efforts in the area of employee benefits taxation, including comment letters and written testimony, visit the Employee Benefits Tax Advocacy page.