Accurate W-4s for 2019: Comply with Latest IRS Requirements
When the Tax Cuts and Jobs Act was passed, it was one of the most significant tax changes in decades. This webinar will give you a clear understanding of the changes to the Form W-4 in 2018 and look at the 2019 Form W-4.
We'll cover the latest IRS specific laws around processing of the Form W-4 and how they should be handled. It's not only crucial for the accurate withholding of income tax, but also the employer's defense in mitigating and avoiding penalties. Improper use of W-4 information can create problems for payroll, including costly expenditures for corrections and non-compliance. Join our 75-minute program to discover:
- Changes to Form W-4 employers and payroll need to know
- When employers need to request new W-4s from employees
- How to compute the correct withholding from W-4 information
- Keys to identifying invalid or questionable forms, and how to correct them
- Handling special situations: Non-resident aliens, lock in letters & more
Form W-4 Changes & Updates: Understanding New IRS Requirements
- IRS Form W-4 change requirements and how it affects you as an employer
- Changes to personal exemptions from tax reform and impact on Form W-4
- W-4 worksheet changes: When employees must provide updated forms
Processing Form W-4: What's Required Now
- Understanding the proper way to process a federal W-4
- Employer notification requirements and important deadlines
- Requirements for Form W-4 and how an employer can be at risk
- Proper processing and maintenance of a IRS lock in letter
Handling Invalid Forms & Correcting W-4 Errors
- Discussion on what makes the Form W-4 invalid
- What's the proper process for handling an invalid W-4?
- Correcting errors or ommissions to the form
- Keys to managing a tax protestor
Live Question & Answer Session - Have your questions answered by the expert!
About the Speaker
Dayna Reum is currently the Director of Payroll Operations at Ann & Robert Lurie Children's Hospital of Chicago. Dayna has been heavily involved in the payroll field over 17 years.
- Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna's time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures.
- Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll.
- Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
In this up-to-the minute event, you and your team will learn the latest updates and filing requirements for Form W-4, and the latest round of changes expected to be finalized soon.