Finance Product Bundle – 3 Events

In this 60-minute program we will clear up the confusion over when to use these forms, plus the latest updates. Participants will come away with a deeper understanding of both the 1099-MISC and the 1099-NEC – and when they apply.

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.

Payroll record retention can be complicated, but with a few best practices, you can ensure that you’re maintaining accurate records and protecting your organization. This session will give you a thorough overview of record retention laws and help you prepare organized, audit-proof records.

In this 75-minute program, you’ll be equipped to recognize when you should or shouldn’t accept Forms W-8BEN and W-BEN-E from vendors, plus track the expiration dates. You’ll also be prepared to discuss complex reporting and withholding issues with your tax professional.

In our dynamic, 100-minute event, Excel and finance expert David Ringstrom will demonstrate how you can utilize Excel to get more from your payroll data. Discover how to dig deeper into the data for the information you and stakeholders need to drive your organization forward.

You never want to think about preparing for the loss of an employee, but it’s an unfortunate reality. Join us to get the information you need to properly handle issuing the final wages for a deceased employee, while also protecting your organization.

In this 75-minute, compliant-based event you’ll learn how to identify when Form W-9s are valid or need to be sent back, keys to recognizing various tax classifications, and best practices to prevent errors.

Join our 60-minute program to learn how to develop a solid plan for sales and use tax compliance to avoid stressful audits and expensive fines in the long term.

Join us for this 60-minute program that will ensure your organization stays tax-compliant while working with your remote employees.

After attending this 100-minute webinar, you’ll be equipped to develop a solid plan for regulatory compliance, efficiency improvements, standardized processes and accurate documentation.

You’ll also be able to ensure that your 1099s contain accurate information that matches IRS’s records - which can help you eliminate B Notices and dodge related problems down the line.

Many taxation changes in 2022 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 2022 and enter 2023.

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.

In this compliance-based, 60-minute program you will discover the benefits and risks of using remote employees’ locations for setting pay, rather than the more traditional approach of using the organization’s main office location as the base. Learn what employers should and should not do when selecting a pay strategy.