Gain the knowledge to identify critical planning steps, apply best practices to standard and alternate W-2 reporting.
This presentation delivers actionable, step-by-step guidance to help payroll, HR, and tax professionals excel at W-2 processing throughout the year-end cycle. Participants will gain practical techniques for project-based planning, validating key data and documentation, and effectively managing both standard and M&A-driven reporting scenarios. The agenda's structured flow fosters a deep understanding of audit triggers, correction methodologies, and strategies to limit penalty exposure and avoid costly compliance mistakes.
Agenda
Faculty
Nikos Arhos
Alvarez & Marsal Tax, LLC
- Senior Director and US Employment Tax Services Leader, Alvarez & Marsal Tax, LLC
- Practices in all aspects of payroll and employment tax compliance, including payroll transformation, M&A due diligence, federal and state audit defense, equity compensation tax planning, workforce restructuring, and state compliance
- Frequent guest speaker for the Chicago Bar Association, PayrollOrg, The Chicago Tax Club, Tax Executives Institute (TEI), and other organizations
- Contributing editor of Principles of Payroll Administration (Thomson Reuters); author and publication contributor on payroll tax obligations in M&A transactions, corporate restructuring, remote workforce compliance, fringe benefit taxation, and multi-state withholding challenges
- Member of the Illinois Bar; Chicago Bar Association; PayrollOrg
- J.D. Degree, and LL.M. Degree in Taxation, University of Illinois Chicago School of Law
- Can be contacted at [email protected], 312-720-8237, or LinkedIn: https://www.linkedin.com/in/nikosa9
Riley Dinh
Alvarez & Marsal
- Manager in the compensation and benefits practice at Alvarez & Marsal Tax, LLC
- Practice emphasizes all aspects of executive compensation and employee benefits
- Helps companies tackle how to effectively and efficiently pay, incentivize, and retain their employees
- Works with companies to design and benchmark annual bonus and long-term incentive compensation programs, all while considering the applicable tax, accounting, and other regulatory ramifications
- Certified Public Accountant (CPA) licensed in Texas
- LL.M. Degree, International and Comparative, SMU Dedman School of Law; M.S. Degree in accounting, SMU Cox School of Business; B.B.A. in accounting, SMU Cox School of Business
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
