Travel and Entertainment Policy Best Practices to Ensure IRS Compliance

Instructor: Mary Schaeffer
Product ID: 705989
  • Duration: 60 Min
In this webinar attendees will learn how to create and implement the travel & entertainment policy best practices that will put their organization in the best position to make your policy comply with IRS guidelines. Also attendees will learn the guidelines for T&E expenses, implementation of proper reporting responsibilities and effective procedures to monitor expense reports.
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Why Should You Attend:

With organizations everywhere eyeing the bottom line and insisting on rigid travel & entertainment policy compliance and the IRS taking an equally harsh stance, compliance must now not only be to the company policies but also IRS rules. Otherwise, you could end up answering not only to the CFO but also the IRS–and that is truly ugly.

Learning Objectives:

After this session, you will be able to:

  • Create practices that will put your organization in the best position to make your policy comply with IRS guidelines
  • Understand the guidelines you need to adhere to if your company's T&E expenses are to be deductible on the tax return
  • Implement proper reporting responsibilities if you reimburse above the IRS guidelines
  • Implement a best practice and compliant T&E policy
  • Create effective procedures to monitor expense reports so the tax accountants will have the information they need to decide if something is deductible or not

Areas Covered in the Webinar:

  • New restrictions per the IRS
  • IRS documentation requirements
  • Best travel policies as compared with IRS requirements
  • The issue of the detailed meal receipt
  • Whether to mandate the use of a company card
  • Receipt requirements – when you need them and when you don’t
  • Business attendees – who is eligible and who is not
  • Expense reimbursements

Who Will Benefit:

  • Accounts payable managers, directors, supervisors, analysts, professionals associates
  • Accounting manager, assistant accounting manager
  • Controller
  • Assistant controller
  • Expense manager, travel manager
  • Purchasing professional
  • Procure2Pay manager, director
  • Payables manager
Instructor Profile:
Mary Schaeffer

Mary Schaeffer
Accounts Payable Best Practice Trainer, Writer/Content Creator, Consultant and Program Developer

Mary S. Schaeffer, a nationally recognized accounts payable expert, is founder of AP Now, a membership organization focused on creating business intelligence around the accounts payable and payment function. She researches and writes the organization’s newsletter and books as well as creating content for its portal, webinars, seminars, CPE self-study courses, customized training and online training events. Her free ezine is read by over 20,000 professionals concerned about accounts payable and payment issues each week.

Previously she held positions as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. A frequent and popular speaker at live and online events, she has an MBA in Finance and a BS in Mathematics.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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