1 Year Subscription
As a sponsor of NASBA CPE Credits we’ve created this special Finance program to equip you with with the tools needed to enhance your career while staying in compliance.
- 1 Year Unlimited Access
- The ability to learn at your own pace
- The capability to learn on-the-go: if your mobile device is compatible
Workshops that are available for CPE credits will provide a MANDATORY evaluation form required by NASBA. All questions must be answered along with your answers to the (3) poll questions from the workshop. This is in order to verify that all participants have actively participated through the duration of the course. Credits and Certificate will be provided 72 hours after the completion of the survey form.
Finance Pre-approved Workshops
- Record Retention Essentials: Best Practices for AP Department
- Retention Compliance Guidelines: Preventing Time-Consuming Audits and Costly Fines
- Implementing an Effective Record Retention Schedule for Your Department
- 60-minute Workshop
- Session 1: Stepping Up as Controller: Roles, Responsibilities & Technical Tools
- Session 2: Proven Management Tools & Performing Financial Analysis with Excel
- 120 Minute Workshop 2 Part Session
- Techniques for Financial Forecasting and Planning
- Build Better Spreadsheets for Financial Analysis
- Minimize Forecasting Errors & Save Time in Excel: Spreadsheet Techniques
- 90-minute Workshop
- Blockchain explained: What's the big deal?
- The boon of blockchain: The future is now - get your foot in the door
- Key considerations when advising clients on blockchain
- 90-minute Workshop
- New U.S. Supreme Court Rulings on Nexus: Impact on Your Sales & Use Tax
- Mega Retailers & Universal Sales Tax & Use Tax Nexus Resistance
- Tips on What Your Company Can Do Now to Stay Proactive & Compliant
- 90-minute Workshop
- Best Practices to Improve or Implement Your P-Card System
- Form 1099 & 1099-K Reporting: What you Need to Know to Remain Compliant
- 90-minute Workshop
- Understanding Rolling Forecasts: Why Should You Make the Move?
- Developing a Rolling Forecast for Your Organization
- Implementing a New Forecasting System: Get Everyone On-Board
- 75-minute Workshop
- Forms 1042 & 1042-S Compliance: Preparing for 2018 Year-end
- Compliance Guidelines for Making Payments to US & Non-US Persons
- Properly Handle Complex Issues & Situations: Keys to Getting it Right
- 60-minute Workshop
- 1099 Year End Reporting Updates for 2018: Impact of TC&JA
- Ensure Compliance with IRS Regulations: Best Practices to Use Now
- Error-Free 1099 Reporting: Ways to Avoid Risks and Costly Penalties
- 60-minute Workshop
- TIN Compliance Essentials: Keys to Prevent Errors & B-Notices
- What to Do After Receiving a B-Notice: How to Protect Yourself
- 120-minute Workshop
- The Controller as a Leader: Essential Skills for Advancement
- Becoming a Business Driver: Taking Your Company to the Next Level
- 75-minute Workshop
- Guidelines to Keep Employers Compliant - and Penalty Free
- Form W-9 Compliance: Latest Updates & Requirements
- Form 1099s: Keys to Accurate Information & Reporting
- 90-minute Workshop
- Classifying NRA Workers: Form W-8 Guidelines & Requirements
- Managing NRA Forms & Information: Ensure Accuracy & Compliance
- Form 1042-S & Backup Withholding: Keys to Avoiding Costly Penalties
- 90-minute Workshop
- Understanding FATCA & Who it Impacts
- FATCA Requirements: Forms, Reporting & Withholding
- FATCA Resources to Help You Stay On-track
- 90-minute Workshop
- Excel Dashboards: Arranging your Data into Clear Charts & Tables
- Pivot Tables & Dashboards: Techniques to Present Data At-a-Glance
- Tools to Enhance the Dashboard Functionality: Key Features & Techniques
- 90-minute Workshop
- 1099 Updates for 2019: What’s Changed, What’s Required Now
- Tips to develop an efficient Form 1099 reporting process
- Keys to Reduce Penalties and Ensure Compliance
Payroll Pre-Approved Workshops
- Strategies to Comply with the Latest Fringe Benefits Requirements
- Navigating the New IRS Rules for Common Fringe Benefits
- Fringe Benefits Checklist: Ways to Determine What Benefits You Can Offer
- 90-minute Workshop
- Garnishment Ins & Outs: Calculations & Latest Legal Compliance Issues
- Multiple Garnishments: Juggling Them All While Staying Compliant
- Child Support Garnishments: How to Navigate Complex Rules
- 120-minute Workshop
- Why Employers Should Consider Using Shadow Payrolls
- The In's & Out's of Shadow Payroll Compliance & Maintenance
- Taxation Requirements & Considerations of a Shadow Payroll
- 75-minute Workshop
- Key Issues for Supplemental Pay Compliance
- Treatment for Special Forms of Compensation: Commissions, Bonuses & More
- Which Withholding Method to Use on Supplemental Pay: Flat or Aggregate?
- 60-minute Workshop
- Regulations & Deadlines: Issuing Final Payments to Terminated Employees
- Handling Tough Final Payment Issues: Creating Your Compliance Check-list
- 60-minute Workshop
- Payroll in 2018: Know the Changes & Be Prepared
- Understand the Payroll Form & Reporting Changes: Staying IRS Compliant
- Be IRS Audit Ready: What Your Payroll Department Needs to Do Now!
- 60-minute Workshop
- The IRS Four Alternative Withholding Methods: When to Best Apply Each Option
- Alternative Withholding Method Guidelines for More Accurate Payroll
- Withholding Practice to Ensure Compliance
- 60-minute Workshop
- Rules & Regulations Affecting Garnishments Payroll Needs to Know
- Need-to-Know Child Support Garnishment Issues
- Beyond the Basics: Additional Key Withholding Requirements
- 60-minute Workshop
- Important Compliance Guidelines & Updates for Form 941
- Strategies to Match Schedule B to Form 941: Get it Right & Avoid Audits
- From 941 Reporting Challenges: How to Handle Common Pitfalls
- 60-minute Workshop
- IRS' New Rules for Employee & Independent Contractor Expense Reimbursement
- Requirements for Reimbursements: Expense vs. Compensation
- Best Practices for Processing and Documenting Expenses: Key to Preventing Fraud
- 75-minute Workshop
- Multi-State Taxation: Keys to Determining What Payroll Needs to Do
- Key Considerations for Unemployment & Income Taxation
- Tax Withholding for Multi-State Employees: Get it Right
- 60-minute Workshop
- Payroll Guidelines for Calculating Employee Pay in 2019
- FLSA Requirements: Policies to Keep You Compliant
- Handling Common Wage Challenges & Situations
- 60-minute Workshop
- Form W-4 Changes & Updates: Understanding New IRS Requirements
- Processing Form W-4: What's Required Now
- Handling Invalid Forms & Correcting W-4 Errors
- 75-minute Workshop
- Payroll Deductions: Best Practices to Ensure Compliance
- Deductions for Special Circumstance: Garnishments, Levies & More
- Payroll Deduction Do's & Don't for Fringe Benefits
- 60-minute Workshop
- Do You Need W-4, W-8 or W-9? Making the Determination
- Best Practices to Keep You Compliant and Avoid Penalties
- 60-minute Workshop
- Compliance Rules & Requirements for Form W-2
- Detailed Look at the Latest Form W-2
- Distributing and Correcting Form W-2
- 60-minute Workshop
- DOL's New Rules on Overtime: Ensure FLSA Compliance
- Hours Worked Issues: Wage & Hour Compliance Guidelines
- Exempt vs. Nonexempt: Eliminate the Confusion, Stop Lawsuits
- 75-minute Workshop
- Travel Pay Guidelines: What to Do When Your Employees Travel
- Payroll Compliance & Travel Pay Issues: Avoid Wage & Hour Claims
- Federal & State Regulations: Where They Intersect and What it Means
- 60-minute Workshop
- Payroll Record Keeping for IRS, FUTA, DOL, FLSA and FMLA
- No-Nonsense Tips for a Strong Records Retention Program
- Special Retention Issues Payroll Needs to Know
- 60-minute Workshop
- Proper taxation and reporting of third party sick pay
- What is and is not considered third party sick pay
- Which portions of sick pay are subject to tax withholding
- How taxation is affected by the status of the provider
- When it’s taxable and/or reportable and who handles it
- Line-by-line review of Form 941 for tax year accuracy
- Updates to Form 941 employers need to know now
- Getting Schedule B right: Matching Form 941 amounts to the penny
- Common errors reporting by the IRS & how to avoid them
- Ensuring IRS compliance: Avoid audits and the 5% tax penalty
- Tax implications and legal documentation
- Best practices to avoid paying penalties
- How to avoid paying earnings again
- Review of state specific laws payroll needs to consider
- Distinguishing fringe benefits from expense reimbursements
- Which benefits are taxable, and which are excludable
- Taxation & reporting requirements for fringe benefits
- Tips for handling executive compensation and “perks’
- Keys to avoiding audits: Payroll tax and personal income
- Best practices for gathering, storing & disposing personnel records
- Federal & state laws & the impact on your destruction policy
- Electronic vs paper records & the different guidelines for each
- Medical record retention obligations under FMLA, ADA & HIPAA
- The latest guidance on I-9, COBRA & other critical personnel records
- State-by-state review for issuing the final paycheck to terminated employees
- Voluntary v. involuntary termination: Does that change the payment due date?
- Impact on the final paycheck if the employee is now deceased
- How to handle vacation pay including when employees owe vacation days
- Keys to managing child support and other deductions from the final paycheck
Please call 1-800-964-6033 To Start Your Customized Order Today!
