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Self-Study CPE
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
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IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
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WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
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EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
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NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
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WORLD OF EMPLOYEE FRINGE BENEFITS
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PROTECTING YOUR BUSINESS AND YOUR FAMILY
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THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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COMMON IRS PENALTIES AND DEFENSES: WHAT YOU NEED TO KNOW NOW
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IRS PRESENTING: NAVIGATING DECEDENTS TAX MATTERS - FORMS AND DEADLINES
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IRS PRESENTING: CIRCULAR 230 - INSIDE THE LINES IN TAX ENGAGEMENT LIFECYCLE
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IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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HOME OFFICE DEDUCTION
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES
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RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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INFLATION REDUCTION ACT
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Cpece webinars
Payroll Issues Including a Sneak Peek at W-2s Versus 1099

PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099

CPE Processing Fee$25.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01430-23-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAugust 31, 2023
Date OfferedSeptember 14, 2023
Expiration DateSeptember 14, 2024
Course Description

Employers must know the latest payroll tax issues and requirements for hiring and maintaining their workforce.

Knowledge of these issues is essential for both in-house HR staff and all practitioners offering advice on payroll tax compliance to their clients.

This webinar will examine a practical approach to tax and non-tax regulations while discussing a wide range of important payroll and employment tax topics, including the age-old question of whether or not your workers are employees or independent contractors.

Topics for discussion:


  • Federal Requirements in the Hiring Process

  • Importance of Proper Employee Files and their Contents

  • Depositing Taxes - Mandatory EFTPS Requirements

  • Exit interviews and COBRA

  • The Distinction between Employees and Independent Contractors


Learning Objectives:


  • Determine employer responsibilities and recordkeeping requirements

  • Identify payroll tax obligations

  • Recall the required forms to be compliant



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Financialhorizons payrollissues
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:04:53 minutes
QUESTION 2: 0:07:33 minutes
QUESTION 3: 0:43:34 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Marcia L. Miller, MBA, EA

Financial Horizons, Inc
President & Owner

(954) 389-9510

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Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc. 

Marcia’s experience spans over four decades of Accounting, Tax and Management Consulting for a practice with emphasis on representing Small Business Owners in all aspects of Taxes, Employment & Labor Issues, Pensions, Estate Planning as well as Federal, State (Nationwide) and Foreign mandatory reporting.

As an author, webinar expert, and live speaker for various national companies & accounting organizations at their annual conferences, she has shared her expertise on a multitude of current business taxation and accounting topics.

As a recognized Thought Leader and Speaker in the World of Information Reporting and commonly referred to as the "1099 Queen", Marcia was appointed to, and successfully completed a three-year term, as a Committee Member, to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC). 

She received both her MBA and BBA from the University of Miami School of Business.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Financial Horizons, Inc. is an expert tax and consulting practice based in Ponte Vedra, FL, assisting taxpayers with their individual & business tax preparation and planning requirements.