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Section 125 Cafeteria Plan – What is it and Why your CPA should be involved? 1 Credit

Section 125 Cafeteria Plan – What is it and Why your CPA should be involved? 1 Credit

  • Rating

    4.7
  • Published on

    December, 1969
  • Subject Area

    Taxes

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Analyze the structure and history of Section 125 Cafeteria Plans.
  • Identify types of benefits that can be included in the plan.
  • Implement tax-saving strategies for both employers and employees.
  • Discuss how to manage non-discrimination testing to ensure IRS compliance.
  • Explain plan implementation and ongoing management.

Course Overview

In today’s competitive job market, employee benefits play a significant role in attracting and retaining top talent. Section 125 Cafeteria Plans offer a unique way for employers to provide flexible, tax-advantaged benefits to their employees. Are you ready to navigate the complexities of Section 125 Cafeteria Plans and help businesses optimize their benefits packages? This course provides a comprehensive overview of these plans, from their history to their implementation, and shows how CPAs can guide clients through the process.

As businesses evolve, so do the benefits they offer. Section 125 Cafeteria Plans are expanding to include a broader range of benefits that align with today’s workforce needs. From traditional health insurance to innovative offerings, these plans provide financial, physical, and emotional support for employees. CPAs are essential in designing, implementing, and maintaining these plans, ensuring that businesses can take full advantage of their tax benefits while remaining compliant with IRS regulations.

Major Topics:

  • History of Section 125 Plans
  • Types of Cafeteria Plans
  • Tax Advantages of Cafeteria Plans
  • Non-Discrimination Testing and Compliance
  • Implementing and Managing Plans

By the end of this course, CPAs will have the knowledge and tools to help businesses build robust Section 125 Cafeteria Plans that maximize employee benefits and streamline tax processes. Get ready to unlock the full potential of these plans and support your clients in creating a benefits package that meets their needs.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1791) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02215-24-O) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1791) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02215-24-O) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02215-24-O) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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About Instructor

RJ Muto
RJ Muto

President, Project Blue Signature Capital

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RJ Muto, based in New York, is the visionary founder and driving force behind Project Blue Signature Capital, a premier financial consulting firm that delivers Fortune 500-level strategies to small and mid-sized business owners poised for growth. With an unwavering focus on transforming every department into a revenue-generating engine, RJ works with businesses globally to craft tailored financial strategies that unlock rapid growth and long-term success.

Specializing in Capital Consulting, such as lending, business consulting, and groundbreaking financial planning, RJ offers an unparalleled range of services. From start-up funding and B2B Lending to Venture Capital, his firm connects businesses with top-tier FinTech lenders. 

For larger ventures, Project Blue Signature Capital provides worldwide lending opportunities ranging from $30 million to $5 billion, ensuring businesses—large or small—can access the capital they need to thrive.

But RJ’s expertise goes beyond just financing. Through access to over 1,100 government tax credits, rebates, and incentives—such as R&D tax credits, solar energy incentives, and more—he helps businesses reduce tax liabilities while driving innovation and sustainability.

RJ is passionate about helping businesses maximize revenue from every department. Whether it is transforming HR into a profit center, optimizing sales and AR/AP, or creating streamlined exit plans, RJ’s innovative programs turn underperforming departments into highly efficient, revenue-generating powerhouses.

With a client-first philosophy, RJ tailors every solution to meet the unique needs of each business. Grounded in integrity, hard work, and fairness, his mission to “Juice Your Potential” is all about empowering businesses to rise above challenges and achieve exceptional growth. By collaborating with top-tier bankers, accountants, and attorneys, RJ delivers powerful, comprehensive financial strategies that navigate complex landscapes and set businesses on the path to lasting success.

Ready to elevate your business? Whether you are seeking funding, strategic planning, or innovative solutions, RJ Muto and Project Blue Signature Capital are here to help you unlock your full potential and achieve the extraordinary success you have always envisioned. Let’s make it happen!

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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

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Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Chase Larsen, CPA (US)
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