Complimentary Benefits Taxation & IRS Rules seminar
 
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Bolton Seminar Series
Taxation of Benefits and
IRS Rules Governing Your Program

Join Bolton & Company's Michelle Cammayo as she reviews the compliant taxation of common benefits offered to employees. She will review what can and cannot be offered on a pre-tax basis.

Michelle will address taxation of the following:

  • Domestic Partners
  • Basic & Voluntary Life insurance
  • State vs. Federal Tax Treatment of HSAs/HRAs/FSAs
  • Section 132 Transportation Fringe Benefits (parking, transit, vanpooling)
  • Wellness Incentives (gift cards, t-shirts, etc)

Presenter:

Michelle Cammayo, CEBS, RHU
Vice President of Compliance, Bolton & Company

 

Two Seminar Dates & Locations to Choose From:

Thursday, February 20, 2020

8:30 am - 9:00 am: Registration/Breakfast
9:00 am - 10:30 am: Presentation

DoubleTree Torrance

21333 Hawthorne Blvd.
Torrance, CA  90503

Register
RSVP Deadline 2/17/20
Complimentary Self Park, No Valet Please

Wednesday, February 26, 2020

8:30 am - 9:00 am: Registration/Breakfast
9:00 am - 10:30 am: Presentation

University Club Pasadena

175 N. Oakland Avenue
Pasadena, CA  91101

Register
RSVP Deadline 2/21/20
Complimentary Valet Parking

This event is offered at NO COST.
Continental Breakfast provided
Email questions or cancellations to: seminars@boltonco.com

About Bolton & Company

Established in 1931, Bolton & Company is one of the nation's largest privately-owned insurance broker agencies providing clients worldwide with insurance and risk management services, employee benefits and financial products. A partner of Assurex Global, Bolton employs over 200 insurance professionals and places close to $500 million in annual premiums on behalf of their clients. Bolton is headquartered in Pasadena, with offices in Anaheim, Torrance and Santa Clara. Learn more by visiting www.boltonco.com.
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Bolton & Company Insurance Brokers
3475 E. Foothill Blvd., Suite 100
Pasadena, California 91107
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