Taxing & Reporting Insurance Benefits Under Trump
Thursday, September 11th, 2025 at 1PM (ET)
📽 Can't make it live? No worries!
All registrants will receive the full recording after the event.
In our interactive, instructor-led 100-minute event, you will learn how to confidently navigate the complex and ever-changing requirements of taxing and reporting the several forms of insurance benefits. From deciphering ACA compliance to understanding third-party sick pay and life insurance taxation, this program equips you with the clarity and tools to stay compliant and accurate in 2025.
Join us to discover how to:
- Avoid top payroll errors in reporting health insurance benefits
- Correctly tax & report third-party sick pay: who’s responsible for what & when
- Accurately manage group term, whole & split life insurance taxation & reporting
- Navigate the “alphabet soup” of health benefits: ACA, HSAs, HRAs, MSAs
Program Highlights
Simplify ACA, Sick Pay & Insurance Reporting
- Step-by-step process to accurately calculate & report health insurance benefits
- Which third-party sick pay amounts are taxable, reportable, or both & how to handle W-2s
- Handling workers’ compensation premium payments & employee wage reporting
Insurance Benefit Taxation: From Basic to Advanced Scenarios
- Calculating &reporting group term life insurance, including fringe benefit implications
- Tax treatment of executive life insurance options like whole & split-life policies
- Ways to ensure accurate year-end reporting to avoid penalties
Staying Compliant, Confident & Audit-Ready
- Techniques to streamline payroll processing & reduce risk of errors & penalties
- Best practices for managing insurance reporting across departments
- Understanding the essentials of workers’ compensation
Live Question & Answer Session – Have your specific questions answered!
About the Speaker
Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. With nearly 40 years of hands-on experience in all facets of payroll functions as well as over three decades as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today. A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California.
Program Benefits
In our 100-minute program, you’ll discover how to accurately handle insurance benefit taxation and reporting.
HRCI CREDITS
This program has been approved for 1.5 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org
NASBA CREDITS
Credit Hours:
2Field of Study:
FinanceProgram Level:
Basic KnowledgePrerequisites:
NoneAdvance Prep:
NoneDelivery Method:
Group Internet BasedProgressive Business Conferences 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
SHRM CREDITS
Resourceful Finance Pro is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1.5 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
