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Fringe Benefits Reporting and Taxation: What Employers Should Know

Those Perks Add Up

To attract and retain talented individuals, many employers offer fringe benefits and other perks, but they may not realize those additional perks may be taxable to their employees. AGH’s Cindy McSwain and Sonia Phillips will explain how you can determine what fringe benefits your organization currently offers and whether you should be reporting and withholding taxes for them.

What You'll Learn

  • Identify various types of fringe benefits
  • Learn the taxability and reporting requirements of various fringe benefits
  • Understand the substantiation requirements

Who Should Attend?

  • HR and payroll professionals
  • CFO/controllers/accounting staff who want to ensure all fringe benefits are properly accounted for

MEET THE SPEAKERS:

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Connect with Sonia
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Sonia Phillips
Payroll Senior Manager,
Outsourcing Services

Sonia and her team handle payroll processing, reporting and tax filings for multi-state and multi-site companies. An AGH employee since 1991, she has expertise in both technology and employee benefits consulting as well as payroll. She has helped develop a variety of operational, management and executive information systems projects within and outside the employee benefits industry.

Before joining the outsourcing services group, Sonia managed the technology infrastructure and plan processing systems for AGH’s employee benefits services division. She worked with internal and external clients to accurately assess their information system needs and manage the projects designed to satisfy these needs, as well as any necessary integration.

Sonia has worked in information technology since 1990 as a systems engineer, manager and consultant. She is experienced in Microsoft, Novell and Unix environments, with knowledge in systems design, database administration, Internet technologies, network topologies, hardware repair, system setup and maintenance. She is also highly skilled in providing system and application training and preparing technical documentation and manuals.

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Cindy McSwain
Senior Vice President,
Outsourcing Services

Cindy leads Allen, Gibbs & Houlik, L.C.'s outsourcing services group. Her team provides payroll, accounting, funds disbursement, controller, and other financial outsourcing services to numerous clients throughout the Midwest.

Prior to directing the outsourcing group, Cindy served AGH's assurance clients for 10 years, working with a wide range of middle-market, closely held and family-owned clients. Cindy is a certifed public accountant and a member of both the American Institute of Certified Public Accountants and the Kansas Society of Certified Public Accountants. Cindy has been active at the board and officer level of numerous civic and professional organizations.

Register Now

CPE certified
Approved for 1 PDC SHRM credit
Approved for 1.0 HRCI general credit

Credit and Registration
Information and Policies

  • To register, click on the REGISTER button above.
  • Program level: Basic
  • Prerequisites: None
  • Advanced preparation: None
  • CPE Credit: 1.0 for 50 minutes (program runs 60 minutes for HR credit)
  • Field of study: Accounting
  • Approved for 1.0 hour of PDC SHRM credit and 1.0 hour general HRCI credit.
  • Delivery method: Group-internet-based
  • Cost: FREE
  • For questions on refunds, concerns or program policies, please contact education program administrator Mike Ditch at 316.291.4114 or Mike.Ditch@aghlc.com.

On registering you'll receive a confirmation email with login information.

Contact Mike Ditch with any questions. 316.291.4114 or mike.ditch@aghlc.com.

AGH University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

AGH University is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

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