12 Essential Sessions on Tax Laws: What You Must Know About the Tax to Stay in Compliance

Learn everything you need to know about and related to Tax laws. These sessions will contain information from basic laws of tax, garnishments and payroll to the new updates in the areas and also you will learn about complying with federal and other government agencies. As well as all the reporting requirements and forms you need information on are gathered in this set of trainings.
Instructor: Vicki M. Lambert, Miles Hutchinson
Product ID: PACK70068
Webinar Topics Included:
1. The Essentials of Third Party Sick Pay: What Payroll Must Know to Tax and Report Correctly
This webinar discusses the proper taxation and reporting of the fringe benefit known as third party sick pay. It discusses what is and is not third party sick pay, how the taxation is affected by the status of the provider (is or is not the employer’s agent), when this type of payment is taxable and/or reportable and who is responsible for this taxation and reporting.

Objectives of the Presentation:
For the attendee to learn and understand the requirements for the taxation and reporting of third party sick pay. This includes:
  • What is third party sick pay
  • When is the third party not the employer’s agent and when are they
  • How does the status of the employer’s agent affect the taxation and reporting of third party sick pay
  • When is third party sick pay taxable for income tax
  • When is third party sick pay taxable for FICA and FUTA
  • When is third party sick pay nontaxable
  • Who reports the payments for third party sick pay for such forms as the 941 and W-2
  • What happens to the taxation if the employee pays a portion of the premium
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.
2. What AP Needs to Know About Payroll and Vice Versa
This webinar concentrates on how payroll and accounts payable must work together to ensure compliance with taxation and reporting requirements under the Internal Revenue Code for all payments made in accounts payable to employees. It discusses how, by working together all year round and not just at year end, results in optimum efficiency for both departments. It also ensures that both departments are handling the taxation and/or reporting of payments in total compliance with applicable tax laws.

Objectives of the Presentation:
  • How sharing information all year long instead of only at year end ensures greater compliance
  • Why payroll should make the call when deciding what is or is not taxable and reportable under the IRS rules and who gets the personal penalties if there is an error
  • Why payroll should come to AP for the information and not vice versa and why AP should make sure they do
  • What is the only payment off the table when it comes to taxing and reporting through payroll and why it that may not apply in all cases
  • When De Minimis applies and when it does not when it comes to taxation
  • When are moving expenses taxable and reportable and when only taxable or only reportable
  • How auto allowances may be taxable one month and not the next
  • When employee achievement awards are taxable and when they are not
  • When cell phone bills must be scrutinized for taxable wages
  • When employee achievement awards must be reported
  • How gifts certificates must be handled to comply with IRS regulations
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.
3. Child Support: What Payroll Doesn’t Know Can Hurt You
This webinar focuses on child support garnishments and includes best practices for processing child support in a payroll department. The webinar includes the rules and regulations governing child support as well as calculation examples. The attendee will come away with knowledge on how to calculate child support in all types of scenarios including proration when the wages are insufficient to cover the withholding orders.

Objectives of the Presentation:
  • How to define child support garnishments
  • The federal requirements a payroll department must know for child support
  • How state requirements affect child support
  • Specific requirements for child support, including deduction limits, deadlines, filing procedures, administrative fees, and penalties/fines for violations
  • How to handle terminated employees in regard to child support
  • Best practices for communicating with employees and issuing parties
  • Which garnishment to take when an employee has current support orders, medical support orders, and arrearages
  • Examples of how to calculate the withholding and prioritize the order of distribution when an employee has more than one type of garnishment
  • Best practices for processing child support garnishments in the payroll department
  • In-depth discussion of the latest (expires 5-31-2014) OCSE withholding notice
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.
4. Nonresident Alien Vendors - How to Handle the Information Reporting and Backup Withholding Requirements
Join us for a content-rich 90-minutes and you will gain the knowledge and tools to identify your nonresident alien payees, correctly identify the proper forms and protocols, and bring your company into compliance with the information reporting and 30% backup withholding requirements.

Objectives of the Presentation:
  • Starter Question: How does the IRS define a Nonresident Alien?
  • How to determine whether to request a W-9 or a W-8 from the vendor?
  • Learn the best way to handle questions from NRAs who do not understand your requests or the forms
  • Understand the specifics of the five unique Forms W-8 and when to request each one
  • Learn how to locate and apply tax treaties between the USA and foreign countries
  • Examine a tax treaty to confirm a claim of exemption from or reduced rate of backup withholding
  • Determine whether you are the withholding agent
  • Learn how to determine the beneficial owner of the payments you are making
  • Learn when and how to properly initiate backup withholding on your NRAs
  • Ensure your backup withholding deposits are timely and keep the IRS from confusing them with your payroll tax withholding deposits
  • Study the 1042-S and related forms for filing your 1042-S's
  • Learn how to properly report backup withholding on the Annual Withholding Tax Return
  • Avoid the penalties for under-withholding and failure to report your NRAs
  • Discover the best practices for managing NRA information reporting and backup withholding
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
5. Tax Levies and Creditor Garnishments: What Payroll Must Know to Stay in Compliance
This 90 minute webinar concentrates on processing garnishments in the payroll department other than child support. It covers the federal rules for creditor garnishments, the IRS rules for federal tax levies, the various aspects of state tax levies, the key points for processing state creditor garnishments, student loans and how to handle voluntary wage assignments such as payday loans.

Objectives of the Presentation:
  • How to define the various types of tax levies and creditor garnishments
  • The federal requirements a payroll department must know on each type of garnishment
  • How state requirements affect garnishments
  • How to handle terminated employees in regard to garnishments
  • How to determine the withholding under a federal tax levy
  • Deducting the proper amounts for student loans and creditor garnishments
  • What rules are followed when it comes to state tax levies-and it may not be the CCPA
  • Best practices for communicating with employees and issuing parties
  • How to calculate the withholding and prioritize the order of distribution when an employee has more than one type of garnishment
  • What to do with "payday loans" or what are known as voluntary wage assignments for creditors
  • Best practices for processing garnishments in the payroll department
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues
6. California Wage and Hour Law Compliance: Payroll Unique to the Golden State
This 90 minute California Wage and Hour Compliance training will help you understand the complexities surrounding California Wage and Hour Law Compliance and how it affects the function of any payroll department or company that has employees in California.

Objectives of the Presentation:
  • Wage orders: How to determine which of the 17 wages orders applies to your company?
  • Overtime: CA has daily and weekly overtime and daily and weekly double time. Learn how to determine when it's straight time, overtime or double time
  • Alternative workweeks: Are your employees eligible to have alternative workweeks and are employers required to offer them?
  • Minimum Wage: What is the new minimum wage effective in 2014 and beyond? How do credits for meals and lodging or tips affect the current minimum wage for the state and how will this be changed by the increases scheduled?
  • On call pay: Does CA require it for all employees all the time?
  • Reporting or show up pay: does the employer owe wages to any employee for just showing up to work? Even if there is no work to be performed?
  • Split shifts: Is there a monetary requirements to pay the employee extra if they work a split shift?
  • What are the requirements for posters and payday notices?
  • What must be included in the employee's paystub and what must be excluded?
  • What notices are required to be given to employees upon hire or if they are laid off or terminated. What if they go on leave of absence?
  • How often must employees be paid in CA? Does it apply to all categories of employees?
  • What methods are permitted to pay employees? Are there rules for direct deposit? Can employees be paid by payroll debit card?
  • What are the rules for paying out the final paycheck if an employee is terminated? Are they the same if the employee quits? How does either one affect the vacation time left on the books?
  • Are meal and rest periods required or left up to the employer's policies? If required what are the penalties if the employees does not receive his or her meal or rest period
  • Recordkeeping requirements including required time card punches
  • Permissible deductions from pay
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.
7. Dealing with the IRS and Other Government Agencies
This webinar discusses the skills and knowledge necessary to be able to communicate effectively with the IRS and other government entities. Attend this 90 minute presentation to gain knowledge in what is an IRS notice and how to write correspondence with any government agency that will provide all the information needed to end the matter successfully.

Objectives of the Presentation:
  • Gained knowledge of what is an IRS notice and how to properly read the codes and information provided
  • Learned how to write correspondence to any government agency that will provide all the information needed to end the matter successfully
  • Understand how to prepare for an IRS or DOL audit in order to comply with the audit requirements but at the same time reduce stress and meet the audit head-on fully prepared
  • Gained knowledge in how to conduct an internal audit of your payroll department to determine where compliance problems lie both in terms of IRS regulations and wage and hour laws
Instructor Profile:
Vicki M. Lambert CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.
8. Introduction to Sales and Use Tax Law
Join us and develop a solid plan to move your company toward sales and use tax compliance. Experienced CPA and businessman, Miles Hutchinson, will review the basics of sales and use taxation with you and answer your questions. He will brief you on legal developments in the area of taxation of internet sales. You will receive practical guidance to avoid audit assessments and penalties.

Objectives of the Presentation:
  • Differentiate between a sales tax and a use tax
  • Identify taxable sales and non-taxable sales
  • Recognize how to determine whether the tax basis is equal to the sale of property or sale of services or both (the states are inconsistent)
  • Identify how to determine whether you will owe tax on your internet sales
  • Discover what the major internet retailers are doing to avoid charging sales tax on their sales and how/why bricks and mortar retailers oppose them
  • Describe the latest information about the Main Street Fairness Act
  • Identify the three key factors that could ensure exemption of freight charges from tax
  • Recognize the limited protection provided by exemption certificates (they do not indemnify you from liability)
  • Identify the nexus triggers to avoid having to register and pay taxes in states other than your home state
  • Discover best practices for dealing with nexus in states other than your home stated when you haven't registered as required
  • Identify the key policies and procedures your company should have in place to help with compliance and tax audits
  • Examine the pros and cons of obtaining amnesty through the streamlined sales tax project
  • Receive a list of valuable resources to help you learn the different requirements of individual states for exemption specific transactions from tax
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
9. Complying with Payroll Laws
If you are concerned about your company's ability to comply with U.S. labor and payroll laws, join us for a quick introduction and help ensure your company pays your employees fairly and handles tax and other withholdings properly. Learn where to find the authoritative rules to support your policies and procedures. Accelerate your learning using our organized and thoughtful delivery and determine to step into your role with confidence.

Objectives of the Presentation:
  • Identify the basic laws affecting payroll
  • Recognize where to find the authoritative rules to support your policies and procedures
  • Identify if your company pays employees fairly and handles tax and other withholdings properly
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
10. Designing and Using KPIs and Performance Dashboards
Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers and line and field personnel.

Objectives of the Presentation:
  • Learn the three applications of KPI dashboards
  • Assess your organizational and technical readiness
  • How to align your dashboard architecture to its application
  • How to create an effective KPI team - identify the key participants
  • How to establish a well-managed roll-out methodology
  • How to ensure the final product is an effective strategic leadership tool
  • What to measure: operational versus financial measures
  • How balanced scorecards fit into the KPI development plan
  • How to use process analysis to improve your KPI measures
  • How to ensure your KPI dashboard will be successful - the action plan
  • Examples of effective KPI dashboards
  • References to rich resources to help you develop your KPI dashboards
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
11. Complying with Garnishment Orders
In this webinar, you will receive step by step guidance on how to evaluate and process the various types of garnishment orders including child support, spousal support, alimony, federal and state taxes, bankruptcy, student loans, and creditor garnishments.

Objectives of the Presentation:
  • Recognize and apply the rules established for employers to comply with garnishment orders
  • Discover the employee protections from termination and when the employer may discharge an employee for having too many garnishments
  • Ensure that your records and practices will stand the scrutiny of an audit
  • Identify how to avoid the onerous penalties for noncompliance and build the best defense against them
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
12. Travel Pay - Best Practices to Comply with Federal Regulations
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit. Learn about employer liability for accidents of traveling employees.

Objectives of the Presentation:
  • How does employee exempt or non-exempt status under the FLSA affect travel compensation?
  • The Fair Labor Standards Act & Portal Act requirements regarding travel pay
  • What is the appropriate rate of pay for travel time?
  • When must commuting expenses be reimbursed
  • When is travel between assignments compensable?
  • Reimbursement and compensation rules for extended assignments at temporary locations
  • Specific rules for overnight travel
  • Travel, entertainment, gift & car expense reimbursements
  • Accountable Vs. non-accountable plan payments
  • The travel advance trap and how to avoid it
  • Employer policy manual-communicating travel policies
  • Employer's liability to employees and third parties for damages arising from company travel
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
How It Works:
  • Recorded sessions will have a series of modules. Our experts have delivered the modules using PowerPoint Presentations
  • Webinar Recording Links are licensed to be used multiple times at any location with multiple attendants
  • Get unlimited access for Recorded links
  • Reference materials for Webinar Recording will be mailed to your registered e-mail id
Who will benefit?
  • Payroll professionals
  • Human Resources
  • Accounting Personnel
  • Business Owners
  • Lawmakers
  • Attorneys
  • Any individual or entity that must deal with the complexities and requirements of taxing and reporting third party sick pay for his or her employer
  • Tax Specialists
  • CFOs
  • Controllers
  • Accounting Managers
  • Accounts Payable Managers of companies and institutions who hire independent contractors
  • Financial and educational institutions
  • Tax Compliance Officers
  • Audit and Compliance Personnel
  • Purchasing Managers
  • Payroll Clerks
  • Strategic Planners
  • Information Reporting Officers
  • Bank Managers
  • All types of entities including For Profit, Not for Profit, Government (Federal and State) - everyone who hires an independent contractor has reporting obligations
  • AICPA, CGMA, IOMA, TAPN
  • Financial Analysts
  • Payroll Managers
  • Staff with roles and responsibilities in payroll and expense reimbursement

Please select atleast 10 Webinars to Proceed

Total Price:0
Recorded Session

Get life time access for one participant with download option! (For multiple licenses please contact our customer care team)

Buy Minimum 10 Training Programs at Just $500. Choose more than 10 training programs at additional $50 each.
Do not wish to buy 10? Contact customer care for customizing the package