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.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of Form W-2 Compliance Framework, Key Deadlines, and Role in Both Federal and State/Local Systems
Pre-Year-End Planning
Readiness for Unique Payment Types and Fringe Benefits
MandA Transaction Planning: Wage Reporting Implications
SSA and IRS Transmissions, State/Local Requirements, Employee Delivery
Form W-2 Correction Triggers, Safe Harbor Limits, and W-2C/W-3C Process
Handling of Related Filings (Forms 941, State Returns)
Information Return Penalty Calculations and Mitigation (6721/6722)
Current Risk Areas and Proactive Strategies
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 17, 2025.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- CPP/FPC
- Lorman Education Services is an approved provider through PayrollOrg. This seminar is approved for 1.0 RCHs.
PLEASE NOTE: To receive credit through PayrollOrg for this program you MUST attend the program in its entirety, complete all progress checks and pass the final exam. You cannot obtain credit if you have already completed this course in its live version.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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
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More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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