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Payroll: Preparing for Year-End

Ensure that you are in compliance and nothing is missed by having your year-end payroll checklist in place.

Payroll departments should begin to prepare for year-end well before December 31. The general year-end payroll check list is important to assure that no part of year-end compliance is missed. Be sure your year-end imputed income amounts are correct and withholding is in compliance. This topic will assist you in reviewing your year-end process to achieve a smooth W-2 compliance season. At the end of the content, you will understand how to complete and submit W-2 forms for your employees, what reporting is required for nonresident alien employees, the state requirements for year-end payroll departments and a look at the changes in the new year.

Runtime: 85 minutes
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Why Lorman?

Over 33 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

Major Updates for 2020 From the IRS and Other Agencies

Major Points of DOL's New Overtime Regulations

New FICA Wage Limits

Minimum Wage Updates

State Unemployment Insurance Rates

Minimum Salary Requirements to Be Exempt From Overtime

Specific Steps on How to Efficiently Reconcile Pay Periods to Quarterly Returns, and Quarterly Returns to Year End Forms and Information Returns.

What to Keep an Eye out for in 2020

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Why Lorman?

Over 33 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 November 25, 2019.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.25
     
  • 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 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

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 33 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

Mark Schwartz

Mark Schwartz

MS Payroll

  • Employment tax specialist and has more than 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the state of California
  • Has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multinational corporations
  • An 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
  • 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
  • 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, and benefits
  • 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
  • Prides himself on his outstanding customer service skills, listens attentively to his clientele, helping them bridge the gap between the small business world and government bureaucracy and eagerly assists with client's needs, and feels that educating clients toward faster, accurate and more complete payroll processes provides the most value
  • Participating member of the American Payroll Association; certified internal auditor and certified investment and derivatives auditor credentials
  • Currently pursuing a certified payroll fundamentals credential with the American Payroll Association
  • M.B.A. and B.A. degrees in finance, Santa Clara University
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Why Lorman?

Over 33 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.

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Product ID: 406599
Published 2019
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