myCPE

Form W-4 and Other Payroll Updates 1 Credit

Nov 01, 2022, 04:00 PM ET

Form W-4 and Other Payroll Updates 1 Credit

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Nov 01, 2022, 04:00 PM ET

Learning Objective

  • Understand the new Form W-4 and proper way to process a federal W-4
  • Understand what to do with current employees who already have a W-4 on file
  • Understand how to calculate withholding now and with the new W-4
  • Understand other payroll changes, such as the treatment of moving expenses
  • Understand changes to Form 1099-MISC and Form 1099-NEC

Course Overview

RECOMMENDED FOR ACCOUNTANTS, PAYROLL PERSONNEL, HUMAN RESOURCES, ACCOUNTS PAYABLE PERSONNEL, TAX MANAGERS AND ATTORNEYS.

On May 31, 2019, the Internal Revenue Service (IRS) released a draft of the 2020 W-4 form and on December 5, 2019, released the final 2020 Form W-4, Employee’s Withholding Certificate that radically changes the way employee paychecks are calculated. Before changes, the Form W-4 was a critical form that all companies have to obtain from employees and has had special processing requirements. The form includes major revisions, including several new input elements for federal income tax withholding calculations, which will require significant reprogramming of payroll systems

This webinar will prepare the payroll professionals to understand the changes to the Form W-4 for 2020 and to review the recently released draft of the 2020 W-4 Form. We will also discuss the IRS specific laws around the processing of Form W-4 and how they should be handled will be discussed. Apart from that, this webinar would cover : 

  • The layout of the new Form W-4 and its requirements
  • Withholding using 2020 Forms W-4 vs withholding using pre-2020 forms
  • What to do with existing, "old" W-4s filled out by employees?
  • How to handle moving expenses?
  • Form 1099-NEC for reporting of independent contractors
  • 2020 IRS Draft Form 1099-MISC Review

This webinar will prepare your staff for this filing year, improve your employee reporting set-up and maintenance practices, and reduce your risk of complaints from the IRS.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00109-19-S) 1 CE Approved
Taxes for Annual Filing Season Program (AFSP) 1 CE Approved
Business Acumen for SHRM Professionals (Approval No. 21-CVXYT) 1 PDC Approved
Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0083) 1 CE Approved
Personnel/Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 546446) 1 RCH Approved
Certified Fraud Examiner (CFE) 1 CPE Eligible
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00109-19-S) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Valuation Analyst (CVA) 1 CPE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00109-19-S) 1 CE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00109-19-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) 1 CE Approved
Business Acumen for SHRM Professionals (Approval No. 22-DYU6D) 1 PDC Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0083) 1 CE Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583544) 1 RCH Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00109-19-O) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00109-19-O) 1 CE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Top Tax Speaker | Jason Dinesen

Jason Dinesen , EA

President, Dinesen Tax & Accounting, P.C.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Jason Dinesen is a seasoned tax professional, educator, and entrepreneur with a passion for simplifying complex tax concepts. He is a go-to expert in accounting, bookkeeping, tax preparation, business advisory and interpretations of tax laws and regulations.


Jason has trained over 200,000 accounting, tax, and HR professionals through his engaging presentations, webinars, and self-study courses. Sharing his knowledge in the classroom, teaches Individual Income Tax and Business Analytics at Simpson College, where he earned his degree in corporate communications.  

He has delivered numerous webinars on topics like: 

  • Form 1099 (MISC & R) 
  • Taxation of marriage and modern-day household issues 
  • Tax updates and guidance 
  • The new Form W-4 and payroll updates 
  • Tax credits, filing statuses, and more


Who Jason really is

He is a Whiskey Lover mastering the art of whisky tasting, a football fan, a craft man holding Chainsaw and Pen by IRS. Born and raised in Iowa, Jason leads a vibrant life with his wife, two sons, five cats, and three dogs. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

DM

Denise Mitchell, CFO/Controller

5

Jason took IRS changes and easily explained them in a relevant manner. This was one of my favorite IRS changes updates ever.

NH

Nicole Haley, EA

5

Thank you for another great webinar! With such a new form, it's nice to have the refresher, especially in such detail.

Recommended Courses

Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Feb 24, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP

Defense & Privileges: The Kovel Accountant

Feb 24, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Mastering Form 3115: Correcting Depreciation with a Sample Problem

Feb 24, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis

Feb 24, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Partnership Tax Essentials and Deep Dive into IRS Strategies

Feb 24, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Passive Activities & Rental Real Estate Income Tax Issues

Feb 24, 11:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Cynthia purchased a subscription.
Subscribed
LEROY purchased a subscription.
Subscribed
Rahegyn purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Kris purchased a subscription.
Subscribed
Dan purchased a subscription.
Subscribed
Mery purchased a subscription.
Subscribed
James Curry purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
April purchased a subscription.
Subscribed
Herman purchased a subscription.
Subscribed
Norma purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Claudia purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kent purchased a subscription.
Subscribed
Samantha purchased a subscription.
Subscribed
Greg purchased a subscription.
Subscribed
Alina purchased a subscription.
Subscribed
Abdulelah purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Eunjee purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Coral purchased a subscription.
Subscribed
Jacqueline purchased a subscription.
Subscribed
Blake purchased a subscription.
Subscribed
Claire purchased a subscription.
Subscribed
Matt purchased a subscription.
Subscribed
Nicole purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
CYNTHIA purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Jaskaren purchased a subscription.
Subscribed
Francesca purchased a subscription.
Subscribed
Emilie purchased a subscription.
Subscribed
Gamal purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Ahmad purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Karlene purchased a subscription.
Subscribed
Lawrence purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
dhakshayani purchased a subscription.
Subscribed
Toby purchased a subscription.
Subscribed
thomas purchased a subscription.
Subscribed
Renee purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Cynthia purchased a subscription.
Subscribed
Julia purchased a subscription.
Subscribed
Raymond purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Hui purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Perry purchased a subscription.
Subscribed
Stacy purchased a subscription.
Subscribed
Yolanda purchased a subscription.
Subscribed
Greta purchased a subscription.
Subscribed
Akshatha purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Allyson purchased a subscription.
Subscribed
Rick purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Xin purchased a subscription.
Subscribed
Jess purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Galina purchased a subscription.
Subscribed
russell purchased a subscription.
Subscribed
JEREMY purchased a subscription.
Subscribed
Judy purchased a subscription.
Subscribed
Austin purchased a subscription.
Subscribed
Claire purchased a subscription.
Subscribed
Hashmatullah purchased a subscription.
Subscribed
Katherine purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Nathan purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
KEVIN purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Leland purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Kandeh purchased a subscription.
Subscribed
Hoang-tram purchased a subscription.
Subscribed
Douglas purchased a subscription.
Subscribed
Gabriela purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Marvin purchased a subscription.
Subscribed
Hitoya purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Leslie purchased a subscription.