Finance
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Payroll Year-End Prep: Reporting Requirements, Changes and Best Practices
November 2, 2023, 1:00 pmMany taxation changes in 2023 created additional challenges for Payroll professionals. Now is the time to get up-to-date and start planning for a stress-free process. Join us for this 60-minute workshop that highlights the latest updates and sets you up for success as you close the books for 2023 and enter 2024.View Workshop -
Form W-4 Processing: Best Practices for Accurate Information & Withholding
December 7, 2023, 1:00 pmIn this interactive, instructor led 60-minute program you will learn everything you need to know to accurately complete the latest Form W-4, properly calculate tax withholding, avoid errors and respond to employees’ questions.View Workshop -
New Form 1099-K Reporting Requirements for 2023
October 19, 2023, 1:00 pmIn this 60-minute program, you'll learn how to comply with the new Form 1099-K thresholds and reporting requirements, plus guidelines to steer clear of penalties.View Workshop -
Handling CP2100 & CP2100A Notices: Ensure Compliance, Avoid Penalties
In this compliance-based, 90-minute program, you will learn why your company would receive a CP2100 or CP2100A notice, how to respond, and steps to prevent future errors that trigger a “proposed penalty notice.”View Workshop -
Form W-2 Updates: Ensure Accurate Filing
October 5, 2023, 1:00 pmThis important program will provide the seasoned professional with information on new legislation that needs to be addressed. We’ll also assist those new to filing Form W-2 with a box-by-box look at what must be reported and how.View Workshop -
Excel Features No Accountant Can Live Without
In this dynamic, 60-minute program, Excel expert David Ringstrom, CPA demonstrates the best features in Excel that will make even the most experienced accountants more productive. Learn how to tame unwieldy worksheets, shortcuts that will save you time, and gain must-have tools to ensure accurate reports.View Workshop -
How To Secure Your Vendor Data to Avoid Internal & External Fraud
September 26, 2023, 1:00 pmIn this security-focused event, you will learn effective and proven ways to protect vendor-sensitive data to prevent both internal and external fraud. You’ll also be able to develop a checklist of the potential scope of vendor-sensitive data exposure in your organization and will be equipped to work with your Systems/IT team to mitigate exposure.View Workshop -
ADA & FMLA Updates: Navigating Overlapping Regulations
This session will equip employers to navigate the legal landmines in the ADA and FMLA to ensure total compliance – even when regulations overlap.View Workshop -
Travel Pay Compliance: Latest Rules & Requirements
In this 60-minute event, we'll give you clear guidance on the newest rules and regulations that must be followed when paying an employee for travel.View Workshop -
Excel for Accountants: Boost Accuracy and Efficiency
In this 100-minute program, you will learn how to save valuable time and avoid headaches by learning invaluable Excel tips, techniques, and shortcuts to better navigate masses of financial data. You will be able to work more efficiently, plus share pertinent data more clearly with decision-makers.View Workshop -
IRS & DOL Audits: Spot Red Flags Before the Agencies Do
Audits can result in significant penalties. This program will teach you how to conduct a thorough internal audit so you can spot non-compliance before a government agency spots it for you. Plus, you’ll learn exactly what to do if you are targeted for an audit – so you can make your experience less painful.View Workshop -
Issuing Final Paychecks: Requirements for Terminated Employees
Join our 60-minute program to get the information you need to accurately issue and report the final payment to terminated employees. Don’t risk costly penalties for non-compliance with state and federal requirements.View Workshop
