Webinar Pack
Modules:
Pack of FIVE : Best Payroll Mangaement Courses
Product Id: 60004
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Overview: Participant will gain tools to reduce or eliminate the chances of payroll fraud, understanding laws that can affect payroll fraud and how to handle them. Will also review the Sarbanes Oxley 404 requirements for publicly traded companies and how they are intended to reduce payroll fraud. Will review with participant current fraud trends that are targeting payroll departments and how to protect employee and company data. Discussion on how to keep confidential information confidential during such a crazy time in the world.
Why you should Attend:
The importance of a company having accurate financial statements is critical, in the ever-changing world we live in we can relax our guard. Payroll plays a hug part protecting a company’s financial statements even during such world events. These outside factors have impacted payroll departments such as working from home, spam emails appearing to be from leaders within an organization that is looking for confidential information to employee direct deposit changes that are not valid.
This webinar will help the participant defend against fraud, lack of knowledge from staff shortages in the payroll area.
Areas Covered in the Session:
Who Will Benefit:
This webinar will help the participant defend against fraud, lack of knowledge from staff shortages in the payroll area.
Areas Covered in the Session:
- Payroll Fraud Statistic's-How big of a problem is it?
- How does payroll fraud occur? Internal and External Factors
- Preventing Payroll Fraud · Internal Controls
- Tools (Process Maps, Business Continuity Plans, Process Documentation
- Audits
- Sarbanes-Oxley 404 Requirements
- Ethical Business Practices
- Learn about current fraudulent activity and how it is impacting companies
- Details around statistics of how often payroll fraud occurs
- Tools to have better processes and controls in place to prevent fraud
- To gain the legal rules around detecting and deferring payroll fraud. Will review tools that companies can use to make sure that fraud can be deterred or detected immediately
Who Will Benefit:
- Payroll Analyst
- Payroll Specialist
- Payroll Managers
- Payroll Directors
Dayna Reum ,CPP, FPC is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona, Pennsylvania and Illinois State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
Overview: Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.
What makes an independent contractor? Most of the answer is in that title itself. In order to establish that a worker is not an employee, you must show independence in the working relationship. That is, what factors (pay, tools and equipment, work hours, manner and means of performing services, etc,) does the worker have some or all control over? Then you need to consider the contract under which the worker and the business are bound by. Is there a risk of loss to the worker? Which party is responsible for which expenses? Does the worker have obvious signs of being in business for him or herself? The more an independent contractor agreement looks like an employment agreement, the more likely you are misclassifying those workers.
So Join Mark in this important webinar for all hiring managers, as well as payroll and a/p personnel. With a few well-trained individuals in your company, you will gain peace of mind in your worker classification decisions. Take it from an ex-auditor - it is well worth the time and effort to properly conduct business with independent contracts as it is for your employees.
Why should you Attend:
Areas Covered in the Session:
Who Will Benefit:
So Join Mark in this important webinar for all hiring managers, as well as payroll and a/p personnel. With a few well-trained individuals in your company, you will gain peace of mind in your worker classification decisions. Take it from an ex-auditor - it is well worth the time and effort to properly conduct business with independent contracts as it is for your employees.
Why should you Attend:
- Know and apply the factors that determine an employment vs independent contractor relationship
- Know how the states can and do differ from the IRS and other federal guidelines
- Correctly categorize all workers as either an independent contractor or employee
- Effectively argue your position if questioned about a worker’s status
- Know about and avoid the penalties for misclassification
- Document the reasons for your decision
- Train your hiring, payroll and HR workforce on this matter
Areas Covered in the Session:
- Misclassification Facts - IRS estimates of lost revenue
- Who Cares? - Variety of agencies that audit for this and why
- FIT definition of employee
- FICA/FUTA definition of employee
- IRS 3 Part Test - the minimum standard for federal and state purposes
- IRS pub 1779VII. State Determinations - how they are being narrowed year by year
- Exposure. - How to determine your vulnerability to audit
- Procedures for ensuring proper classification - how to tighten up your company procedures
- Ancillary Issues
- Electronic Filing and TIN matching
- Backup Withholding
- Current Cases
Who Will Benefit:
- Payroll and HR Managers and Staff
- Hiring Personnel
- Internal and External Audit Personnel
- A/P Managers and Staff
- Personnel Executives
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that means to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.
Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
Webinar#
Payroll Deduction Do's and Don'ts
Overview: From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't.
If you have an organization of any size, you need to understand more than just federal and state tax withholding.
You need to know what else is mandated, and which deductions are voluntary. You need to know what the FLSA has to say about business expenses - especially for lower-paid workers. You have to know what comes out of pre-tax income and what doesn't.
You should also understand the ways employers get themselves into trouble with deductions. In addition to penalties and interest, employee debts can become your debts. You can face fines from Dept of Labor for not following FLSA rules. You need to know that many states have stricter rules on deductions. You also need to understand the complexity of wage garnishments, and how they differ from levies. So Join Mark Schwartz for this comprehensive look at payroll deductions Do's and Don't.
Why you should Attend: We all get familiar with payroll deductions when we earn our first paycheck. Usually, it is just mandatory state and federal taxes that make the difference between gross and net pay. After we gain experience and enter our careers, payroll deductions get far more tricky. Our employers offer us benefits for which we pay part or all - some pre-tax and some post-tax. Certain business expenses may get deducted. Taxing agencies and other creditors may garnish our wages.
Areas Covered in the Session:
Who Will Benefit:
You need to know what else is mandated, and which deductions are voluntary. You need to know what the FLSA has to say about business expenses - especially for lower-paid workers. You have to know what comes out of pre-tax income and what doesn't.
You should also understand the ways employers get themselves into trouble with deductions. In addition to penalties and interest, employee debts can become your debts. You can face fines from Dept of Labor for not following FLSA rules. You need to know that many states have stricter rules on deductions. You also need to understand the complexity of wage garnishments, and how they differ from levies. So Join Mark Schwartz for this comprehensive look at payroll deductions Do's and Don't.
Why you should Attend: We all get familiar with payroll deductions when we earn our first paycheck. Usually, it is just mandatory state and federal taxes that make the difference between gross and net pay. After we gain experience and enter our careers, payroll deductions get far more tricky. Our employers offer us benefits for which we pay part or all - some pre-tax and some post-tax. Certain business expenses may get deducted. Taxing agencies and other creditors may garnish our wages.
Areas Covered in the Session:
- Which deductions come out of pre-tax income vs which don’t? How to explain the benefit of using these to reduce taxable income to employees
- Which deductions are mandatory and which aren't? What the deductions are used for and how to explain them to employees? Also, know what happens if you don't withhold these
- Which deductions are voluntary? How to stay on the right side of rules and regulations on the matter. How to talk with employees about the benefits and disadvantages of voluntary deductions
- An understanding of when you can and can't deduct business-related expenses from employee paychecks. Where to find information on State rules and regulations, which can and do differ greatly from Federal rules
- Common mistakes made by employers and how to avoid them
- Other specific examples beneficial to most businesses
- Wage Garnishments - the specifics on how to comply and how much to withhold. A brief description of other 3rd party deductions from your employee paychecks
- Penalties associated with non-compliance
Who Will Benefit:
- Payroll and HR Managers
- Compensation and Hiring Staff
- Finance and Operational Managers
- Executive Staff
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that means to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.
Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
Overview: This webinar will review areas within payroll that are usual audit points from both the Internal Revenue Service and the Departments of Labor from the federal and state levels.
Detailed discussion on how to stay compliant in each area and what penalties non-compliance can have. You may even discover areas of potential non-compliance that you have not thought of.
If you process payroll and want to ensure compliance this webinar will give you the tools to avoid penalties and interest from noncompliance issues.
Why should you Attend:
Areas Covered in the Session:
Who Will Benefit:
If you process payroll and want to ensure compliance this webinar will give you the tools to avoid penalties and interest from noncompliance issues.
Why should you Attend:
- Worker Misclassification Errors and How to Avoid Them, along with the review of updated DOL guidance
- How to properly calculate overtime with constant legislative changes
- Overpayment Corrections in regard to FLSA and taxation
- How delaying payment for missed pay can cause an issue
- How to properly termination employees and avoid errors
- The best way to determine appropriate state withholding taxation
- Taxing Fringe Benefits the simple IRC rule
- Obtaining proper substantiation for nontaxable fringe benefits
- Proper Processing of received garnishments
- SUI tax practices unethical and avoiding errors
Areas Covered in the Session:
- Worker Misclassification Errors
- Properly Calculating overtime
- Overpayment Corrections in regard to FLSA and taxation
- Timing of Payment Concerns
- Termination Errors
- Proper state taxation
- Taxing Fringe Benefits
- Obtaining proper substantiation for nontaxable fringe benefits
- Proper Processing of received garnishments
- SUI tax practices unethical and errors
Who Will Benefit:
- Payroll and Tax Professionals HR Professionals
Dayna Reum ,CPP, FPC is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona, Pennsylvania and Illinois State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
Overview: It has become critical for employers to understanding how to calculate tax for employees in 2 or more states.
Plus what state laws for payroll need to be followed when employing employees in more than one state.
This webinar will give the participant a better understanding of the laws in each state and the tax guidance on how to determine taxation when employees live in one state and work in another. Plus for employees that work in multiple states that travel for work, how should employers handle them. This webinar will be tailored to employers that have a large number of employees who may telecommute across state borders and how employers can manage the tax liability for those employees. Especially when these employees perform work in multiple states. How the remote work environment has changed the multi-state payroll concerns?
Why should you Attend:
Areas Covered in the Session:
Who Will Benefit:
This webinar will give the participant a better understanding of the laws in each state and the tax guidance on how to determine taxation when employees live in one state and work in another. Plus for employees that work in multiple states that travel for work, how should employers handle them. This webinar will be tailored to employers that have a large number of employees who may telecommute across state borders and how employers can manage the tax liability for those employees. Especially when these employees perform work in multiple states. How the remote work environment has changed the multi-state payroll concerns?
Why should you Attend:
- Telecommuting and Why it creates a tax liability for Employers
- State definition of Residency
- Reciprocity Agreements what are they and how to handle them
- Resident/Non-Resident Withholding Rules What to look for
- Evaluating employee withholding taxation for multiple states
- How wages that are subject to taxation in states can very
- Other Withholding compliance issues such as state tax forms
- How to determine State Unemployment Insurance properly
- Traveling Employees, what is different about them
- Administrative and HR Concerns, how do employers manage
- Basic Local tax residency rules overview
- Case Studies/Examples on how to properly confirm taxation in the states
Areas Covered in the Session:
- Legal definition of Residency
- Reciprocity Agreements what are they and how they affect the tax calculation
- Resident/Non-Resident Withholding Rules
- Evaluating taxation for multiple states
- What wages are subject to taxation in the states?
- Withholding compliance issues
- Courtesy Taxation
- State Unemployment Insurance
- Traveling Employees
- Administrative Concerns
- HR Concerns
- Local tax residency rules
- Case Studies
Who Will Benefit:
- Payroll Professionals
- Human Resources
- Accounting Personnel
- Owners
- Employee Benefit Professionals
- Lawmakers
- CFO's
- Attorneys who are Dealing with Payroll Process
Dayna Reum ,CPP, FPC is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona, Pennsylvania and Illinois State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.