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Fringe Benefits: Essential Tools in Financial Planning

Richard Space

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Abstract

The area of fringe benefits is an important and integral part of total financial planning. No matter what form and no matter what tax and economic characteristics the benefits may have, they must be coordinated with the other areas of planning, i.e., accumulation planning (income and investment planning), business continuation planning and estate planning. Only then can a coordinated financial plan be properly implemented.

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The area of fringe benefits is an important and integral part of total financial planning. No matter what form and no matter what tax and economic characteristics the benefits may have, they must be coordinated with the other areas of planning, i.e., accumulation planning (income and investment planning), business continuation planning and estate planning. Only then can a coordinated financial plan be properly implemented.

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Available abstract

The area of fringe benefits is an important and integral part of total financial planning. No matter what form and no matter what tax and economic characteristics the benefits may have, they must be coordinated with the other areas of planning, i.e., accumulation planning (income and investment planning), business continuation planning and estate planning. Only then can a coordinated financial plan be properly implemented.

Key concepts: Financial plan, Estate planning, Plan (archaeology), Tax planning, Business, Finance, Site plan, Investment (military)

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