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Form W-4 And Other Payroll Updates

  • AFSP
  • CPP
  • CPA (US)
  • CVA
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CRTP
  • FPC

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • New Form W-4 changes
    4 mins
  • Form W-4: Step 2 Choices
    12 mins
  • How accurate is it?
    25 mins
  • Form 941: Refundable vs Non-refundable
    38 mins
  • The 1099-K problem
    46 mins

Course Description

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, 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 Online CPE Webinar will prepare the payroll professionals to understand the changes to 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. 

This  Free online CPE webinar covers the following key topics:

  • 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 CPE 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.

Please click here for more | SHRM and HRCI approved courses | Tax Updates | 

Learning Objectives

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

Recommended For

  • This Online Continuing Education IRS Approved webinar on Taxes is recommended for CPAs, CVA, EA, CFP, Tax Preparers, FPC, SHRM, HRCI, and CPP professionals who wants to help their clients to understand the changes to the Form W-4
  • This Online Continuing Professional Education webinar is recommended for Accountant, Payroll personnel, Human Resources, Accounts Payable Personnel, Tax Managers, and Attorneys.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Payroll Manager
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • HR Professionals
  • Human Resources Manager
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Payroll Compliance Practitioner
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit for Certified Financial Planner (US) (Approval No. 298699)
  • 1 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0083)
  • 1 RCH Credit for Certified Payroll Professional (CPP)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 RCH Credit for Fundamental Payroll Certification (FPC)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00109-19-S)
  • 1 PDC Credit for SHRM Professionals (Approval No. 21-CVXYT)
  • 1 CE Credit for Tax Professionals (Approval No. GEHNZ-T-00109-19-S)
  • 1 RCH Credit for HRCI Professional (Approval No. 583544)

Presenter

About Presenter

Jason Dinesen, EA, LPA

President Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. 

Dinesen is a regular CPE Presenter at myCPE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics.  Jason has developed a strong following within the professional community for tax-related subjects. 

Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

About Company

Dinesen Tax & Accounting, P.C.

www.dinesentax.com

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.7

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