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Courses/Accounting & Tax/Payroll Accounting

Exploring Client Advisory Services: Fringe Benefits & Expense Reimbursements

Stop overpaying taxes by mastering the strict IRS rules on what is taxable, what is exempt, and how to document it correctly.

Created byDavid Petersworkspace_premium
BeginnerUpdated May 15, 2026
Exploring Client Advisory Services: Fringe Benefits & Expense Reimbursements

What You'll Learn

check_circleIdentify which expenses must be reported in employee/contractor income.
check_circleRecognize the difference between accountable and non-accountable plans.
check_circleRecall strict substantiation requirements.
check_circleIdentify best practices for documenting employee expenses.

About This Course

Due to hybrid and remote work environments, many companies are rethinking their employee reimbursement policies. Therefore, it is imperative for practitioners to know which expenses are reimbursable, the impact of these expenses on the W-2, and proper substantiation requirements.

Using easy-to-follow examples and discussion, this course will explore these topics as well as which fringe benefits need to be added back into the W-2 – and which do not. We will also identify some best practices so you will be well prepared for the next client question that comes your way.

Who Should Attend:

Tax practitioners, small business owners, and other accountants looking to serve their companies or clients in the areas of payroll services or operations.

Your Instructor

David Peters
David Peters

CPA, CFP, CLU, CPCU, MST, MBA

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David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.