Program Overview

This two-part webinar series addresses complex benefit and taxation issues facing payroll professionals, providing the latest legislative and regulatory developments to help with your year-end payroll closing.

• Aggregation of information returns for the lowered electronic filing threshold (Forms W-2, 1099 series, and ACA forms)
• Expansion of electronic filing for amended employment tax returns, including Form 941-X
• Updates on SECURE 2.0 Act

✔  Attendees will receive a customizable year-end checklist in Excel to help ensure compliance when closing out 2024!

2023 Course Brochure

2024 Pricing (per segment)

Member	Colleague	Non-Member
$199.00 USD	$229.00 USD	$299.00 USD

Learning Objectives

• Understand the treatment of executive compensation and complex fringe benefits
• Explore alternative tax withholding methods
• Comprehend expatriate and nonresident alien taxation and reporting requirements

Who Should Attend

Professionals facing more complex taxation issues.

Looking for more education on Year-End and how to prepare for next year? Four additional Year-End courses are offered.

Delivery Options

 • Two-part live webinar series
 • Two-part webinar on demand series

Webinar Sessions

 • Segment 1: Advanced Year-End Issues
 • Segment 2: Advanced Fringe Benefit Issues

Schedule

Webinar
Webinars begin at 1:00 p.m. ET and are 90 minutes long unless otherwise noted on the event description.
Webinar On Demand
Webinars on demand are available at your convenience, 24/7.

Credit Information

Earn 1.5 Recertification Credit Hours (RCHs), 0.15 Continuing Education Units (CEUs), or 1.5 Continuing Professional Education (CPE) credits when attending each segment of this webinar. Delivery Method: Group Internet-Based, Field of Study: Taxes. No advanced preparation or prerequisites required, Program Level: Overview
CPE credits are not available for webinars on demand.

Event Policies and Health and Safety Procedures

Please read our Event Policies regarding registration, transfers, substitutions, cancellations, refunds, travel arrangements, and consent to use your photograph and contact information, and our Health and Safety Policies (note: as of January 2023, proof of COVID-19 vaccination or a negative test is no longer required for entry to in-person events).

Please be sure to verify your session before purchasing.
A $55 administrative fee will be assessed for each transfer/substitution.