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W-4 & W-2 Regulatory Compliance Update

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

Published: April, 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

  • Salary Exempt Class - New Proposal
    2 mins
  • Individual Mandate - Shared Responsibility Payment From 8965, Exemption Exist
    15 mins
  • Standard Deduction Amounts
    27 mins
  • Dealing with an ITIN on a W-4
    41 mins
  • Name and number mismatch
    69 mins

Course Description

The IRS is changing the rules in regulatory reporting once again. In this webinar, experienced CGMA and businessman Miles Hutchinson will review the current law and regulations regarding the filing of Forms W-2. We will review the current Forms W-4 and W-2 and related issues to prepare you for a smooth reporting season. The CPE webinar for CPAs will provide practical guidance in the areas that have become the subject of increasing IRS scrutiny.

This online CPE webinar covers following key topics:

  • Latest updates on Form W-4 and Form W-2 wage and withholding reporting
  • Prepare your staff for the filing year
  • Improve your employee reporting set-up and maintenance practices
  • Reduce your risk of complaints from the IRS
  • Current Forms W-4 and W-2 and related issues to prepare you for a smooth reporting season

This online CPE webinar will be invaluable for Accountants, CFOs, Payroll personnel, Human Resources, Accounts Payable personnel, Tax Managers and Attorneys.

Learning Objectives

  • To review legal and regulatory changes for the reporting year and summary of the impacts of the Tax Credits and Jobs Act
  • To update forms, including the new form W-4 (no longer based on exemption allowances)
  • To report the cost of employer sponsored health coverage – which employers are affected, when employers must begin reporting, what to report, valuation methods, etc.
  • To identify efficient way to handle expense reimbursements made to employees - reportable/taxable?
  • To recognize best way to efficiently execute an electronic W-4 program

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • California Registered Tax Professional
  • Certified Payroll Manager
  • CFO/Controller
  • HR Professionals
  • Human Resources Manager
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Payroll Compliance Practitioner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros

Course Qualification

Webinar Qualifies For

  • 2 RCH Credit for HRCI Professional (Approval No. 583595)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-U-00300-20-S)
  • 2 CE Credit of Federal Tax Update for Tax Professionals (Approval No. GEHNZ-U-00300-20-S)
  • 2 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-UKSS4)
  • 2 CE Credit of Federal Tax Law Update for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0307)

Presenter

About Presenter

Miles Hutchinson

Owner Learn Continuously, LLC

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,700 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.  He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications.  He is the author of several useful accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com.  His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.  Please visit his web sites to see how you can further benefit from his expertise.

About Company

Learn Continuously, LLC

www.learncontinuously.com

Learn Continuously, LLC creates and delivers comprehensive business training. We are a predominantly web based training host providing continuing education that is easy to use, interactive, interesting and cost effective. Learn Continuously focuses on advancing students in businesses, NGOs and government by offering a full complement of topics from leadership and communication skills, salesmanship, operations and management, to risk management and regulatory compliance. Our training philosophy supports participants who aspire to earn advancement in their organizations by growing their knowledge, passions and talents. Our methods include discussions of best practices and market trends, regulatory updates, product demonstrations, concept outlines, sample scripts, and references to tested and effective resources.

We apply high internal standards to bring you the most highly sought after experts who are also accomplished course leaders, develop outstanding training materials, and utilize state-of-the-art e-learning techniques and technologies to facilitate the exchange of ideas to assist our clients in achieving operational excellence. Our products and services may be customized to fit any industry, organization or market. Our formula assures we will ignite knowledge and experience into effective action.

Our mission is to empower professionals through effective online training sessions. Our world class training methodologies stem from a comprehensive understanding of learning needs from the individual to the global perspective. Our offerings will exceed expectations and provide an exceptional return on your investment.


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.
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  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4

65 Ratings

Excellent

22

Very Good

27

Average

14

Poor

2

Terrible

0

JL

Jeffrey Linders, EA

Sep 28th, 2021

Instructor was clear, understandable and thorough.

DM

Dan Mccarthy

Aug 5th, 2021

A fantastic job. He had s Great gasp of the issues with w-2s and w-2. His skill ar presentation of material is certainly appreciated.

JB

Judith Burwell, EA, Tax Pros

Jul 8th, 2021

Wow, you can see how much has changed in the past few years. More not than ever clients we depend on our knowledge. I appreciate the manual. This will be a great reference tool.

SF

Sonja Felder, EA

Dec 27th, 2021

Not sure if knowing a change from 5 years ago is relevant today and should also be on the quiz. For example, I don't consider knowing the email on W-3 having extra fields as very relevant. Overall content was good.

MS

Melissa Snyder, AFSP, Tax Pros

Nov 29th, 2021

Material was interesting