Pack of FIVE : Top Payroll Courses

Webinar#

6-Hour Virtual Seminar on Payroll Virtual Boot Camp: Wage & Hour

Overview: This seminar concentrates on five areas of wage and hour law: paying exempt employees, calculating gross wages under the FLSA, deducting from an employee's wages, the nuts and bolts of physically paying employees and changing payroll frequencies. Why you should Attend: Join renowned payroll expert Vicki M. Lambert, CPP for this 5 and one-half hour "Boot Camp" format, Wage and Hour Training for Payroll Professionals! By knowing and understanding Wage and Hour requirements, you can help protect your company from what could be a major financial calamity.

This includes not only how to do the basic math of calculating overtime (using the required FLSA method) but what hours must be paid for, what payment methods are legal in which states, how soon to pay an employee after closing out the timecard, and making sure exempt employees are paid on a "salary basis".

Agenda:

Hour One: Paying Exempt Employees
- What is exempt-exactly?
- What are the categories of exempt employees?
- What is the salary level test-beginning in 2020?
- What is salary basis?
- When you can and when you cannot dock the pay of an exempt employee
Hour Two: Wage and Hour Compliance-Its Overtime and Much More!
- Federal minimum wage
- state minimum wage
- credits against minimum wage
- Youth minimum wage (training wage)
- Board and lodging credits
- Defining the legal work week and workday
- What is considered hours worked and how do they affect overtime
- What is regular rate of pay? Do new 2020 DOL regulations change this definition?
- How is overtime calculated under the FLSA
- Posting requirements
- Meal and rest periods
- Where do the states stand?
Hour Three: Deducting from an Employee's Paycheck

Taxes-which are mandatory, which are a courtesy, and which ones the employee controls
Child support-the limits but not beyond
Tax levies-federal and state
Creditor garnishments-how many can you honor and how often
Voluntary wage assignments for "payday loans"-when are they required to be honored
Handling fringe benefits such as health insurance or group term life
Uniforms-when the employer pays for it and when the employee furnishes it
Meals-when they become part of the employee's wages
Lodging-when it is part of the employee's wages and when is it a perk
Shortages-the employee came up short so they have to cover that right?
Breakage-you broke it so you have to pay for it, legal or not
Overpayments-the employee was overpaid so you can just take the money back or can you?
Advanced vacation pay-the employee knows the vacation hours were advanced so we can take them back when the employee quits can't we?

Hour Four: The Nuts and Bolts of Physically Paying an Employee
- Required payroll notices to new hires
- Frequency of wage payments
- Paystub regulations
- Lag time between closing the payroll and distributing the check
- Pay date rules
- Payment methods permitted by state including cash, check, direct deposit and paycards
- Statements and payday notices
- Paying terminated employees
- Paying out accrued vacation
Hour Five: Changing Payroll Frequencies
- Understanding the need for the change
- The choices available
- Compliance issues involved
- The change's impact on payroll
- The change's impact on employees
- The change's impact on systems and procedures
- Key communication factors to include at all stages of the change
- Formulating the plan to implement the change
- Testing the change before implementation
- Implementation and the outcome

Learning Objectives:

Gained knowledge of and skills in federal and applicable state wage and hour law as it pertains to payroll preparation
An understanding of the proper calculation of gross pay
And understand of the proper calculation of overtime pay
A sound knowledge of the terminology used by the FLSA as it pertains to calculating overtime and hours worked
Basic understanding what is considered hours worked
Gained knowledge of when an employee must be given a lunch and when an employer may dock for meal periods
Knowledge of the requirements for paying employees including pay frequencies permitted and methods allowed under state laws
Gained knowledge in paying exempt employees properly
The basic understanding of what must be included on a paystub
A basic understanding of what is required when changing a payroll frequency

Who Will Benefit:

Payroll Executives/ Managers/ Administrators/ Professionals/ Practitioners/ Entry Level Personnel
Human Resources Executives/ Managers/ Administrators
Accounting Personnel
Business Owners/ Executive Officers/ Operations and Departmental Managers
Lawmakers
Attorneys/ Legal Professionals
Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the instructor for the American Payroll Association’s “PayTrain” online program also offered by Brandman University

Webinar#

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

Overview: In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years. This took a lot of workers and payroll managers by surprise. Simple instructions became a complex maze of projections and calculations in order to compute the amount of FIT and SIT withholding from employee paychecks. So join Mark Schwartz for this webinar, where you can learn to help employees complete this form.

Why you should Attend:

How employees are to complete each section of the W4 based on their personal circumstances
When additional withholding should occur, and when it shouldn't
What changes to payroll systems became necessary due to the W4
Which existing workers should complete a new W4
What potential problems employees and employers face for under-withholding FIT and SIT payroll taxes
Which states accept the federal W4, and which have their own

Areas Covered in the Session:

The new W4 - step by step

Step 1: Personal info - including alternate relationships
Step 2: How to determine if it applies. When and how to use the estimator, multiple jobs worksheet or check box c
Step 3: Claiming dependents and calculating deductions
Step 4: Considering other income and/or deductions. Entering voluntary additional withholding amounts

The multiple jobs worksheet with example
The Deductions worksheet with example
The withholding calculation chart with example
Other W4 forms and explanations for when to use them

W4 P for pension and annuity payments
W4 V the Voluntary withholding request

Form 1040 ES explanation
IRS Notice 1392 for non-resident aliens
States with their own W4 version
Do you need to complete a new W4?

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.

Webinar#

Multi-State Tax Issues for Payroll 2025

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 amount of employees that 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 and 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.

Webinar#

Payroll and HR Recordkeeping

Overview: There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping. Thankfully, in the digital age, most if not all of the data is kept by companies in one form or another.

The challenge is to have it available when you need it. We will discuss the legislative requirements in detail.

There are too many agencies to count - both public and private - that can require access to your payroll and hr records. We will go over the most common ones, and how far back they can require records for.

More importantly, we will discuss rules of thumb and best practices based on the type of businesses you run. Using these simple tips, you can manage your data storage in order to be prepared for most any eventuality.

Also, we will discuss the specific information required in your records. For the most part, there is no specific format. The only thing required is to have the right information for the specific entity requiring it. This information is directly from top level companies who help organizations of every size.

Finally, we will go over electronic data storage and archiving. You will learn how to shop for IT systems that help you search for and find the specific data required for any inquiry. If properly done, it replaces all paper and reduces audit risk.

Why you should Attend:

How long do I have to keep payroll and HR records?
How do I manage paper storage? What are the risks?
Is there an electronic solution that is acceptable to government agencies?
Is there a prescribed format for records?
What information must be contained in the records?
What agencies other than the IRS demand access to payroll and HR records?
How do I comply with record requests? From whom might I receive request?
Are there simple rules of thumb that satisfy most requirements?
Under what circumstances should I keep some records longer than others?

Areas Covered in the Session:

General Requirements
IRS Guidance on Small Business Recordkeeping
IRS access to electronic accounting records
Requirements that satisfy IRS AND FLSA both
- Requirements for FLSA only
- Requirements for IRS only
Other federal acts and their requirements
State Requirements overview
Summary of content by record type
Information on electronic data storage and archiving
Best practices on handling info requests

Who Will Benefit:

Payroll and HR Management and Staff
Accountants
Payroll Auditors, HR Compliance Personnel
CPA, Payroll Accountants, and Independent Payroll Consultants
Recordkeeping Staff
Internal Auditors and Regulatory Compliance Personnel
Payroll IT Developers, Programmers and Debuggers

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.

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:

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.