ComplianceOnline

Tax Forms Regulatory Compliance Training - Live Webinars, Recordings & CDs

Form W-2 for 2019: All You Need to Know
14
/ Jan
Monday-2019

Form W-2 for 2019: All You Need to Know

  • Speaker: Vicki M. Lambert
  • Product ID: 703816
  • Duration: 90 Min
This training program will discuss various aspects of the IRS Form W-2 for 2019. The webinar will cover requirements for completing and filing the form including a box by box explanation. Best practices for completing and reconciling the form, and handling duplicate requests from employees will also be covered. The webinar training will further look at when to use the correction Form W-2c and the latest requirements for the Affordable Health Care Act as it relates to reporting requirements on the form.
* Per Attendee
$179
TIN Matching and B Notices - How to Minimize the Paperwork from Complaints on IRS Information Returns
15
/ Jan
Tuesday-2019

TIN Matching and B Notices - How to Minimize the Paperwork from Complaints on IRS Information Returns

  • Speaker: Miles Hutchinson
  • Product ID: 703028
  • Duration: 90 Min
This IRS regulatory compliance training will explain the TIN matching system best practices to eliminate form 1099 reporting errors. It will also provide you the tools to effectively handle B- Notices in order to avoid fines and penalties.
* Per Attendee
$199
Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates
18
/ Jan
Friday-2019

Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates

  • Speaker: David L Osburn
  • Product ID: 705011
  • Duration: 90 Min
This personal and business tax returns analysis training program will focus on key areas such as 1040 federal tax returns, K-1 forms, and tax code updates and how they affect bank’s clients. It will also discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return.
* Per Attendee
$149
Correcting IRS Forms
28
/ Jan
Monday-2019

Correcting IRS Forms

  • Speaker: Vicki M. Lambert
  • Product ID: 704064
  • Duration: 90 Min
This training program will discuss how to correct Form 941 when an error has been discovered after it has been filed. It will examine when to use Form W-2c to correct the employee’s year-end information after the Form W-2 has been given to the employee as well as before and after the form has been filed with the Social Security Administration. The course will also review how to file an amended return for Form 940.
* Per Attendee
$149
Refresher for Bankers:  Accounting Crash Course - All You Need to Know
15
/ Feb
Friday-2019

Refresher for Bankers: Accounting Crash Course - All You Need to Know

  • Speaker: David L Osburn
  • Product ID: 704608
  • Duration: 60 Min
This training program will provide the banker with an effective overview of the basics/refresher of accounting. With the tools reviewed in this webinar, the often complex world of accounting will be presented in a straight-forward and useful manner. This is a must for all bankers looking to improve their knowledge of the vital discipline of accounting.
* Per Attendee
$199
Recurring Deficiencies in Compilations and Reviews and How to Avoid Them - SSARS Procedures, Reports and Accounting Matters
20
/ Feb
Wednesday-2019

Recurring Deficiencies in Compilations and Reviews and How to Avoid Them - SSARS Procedures, Reports and Accounting Matters

  • Speaker: Candace Leuck
  • Product ID: 704538
  • Duration: 90 Min
This webinar will discuss common deficiencies that are discovered in compilation and review engagements, as a result of peer review. It will explain the difference between minor deficiencies and major deficiencies. Instructor will discuss how to avoid these common mistakes and what the most common deficiencies are.
* Per Attendee
$199
Form W-4 for 2019: Best Practice and Compliance Requirements
7
/ Mar
Thursday-2019

Form W-4 for 2019: Best Practice and Compliance Requirements

  • Speaker: Vicki M. Lambert
  • Product ID: 703858
  • Duration: 90 Min
This webinar covers the IRS Form W-4 for 2019 including the requirements for completing the form properly, handling non-resident aliens, state equivalent forms, record retention and processing the form electronically instead of on paper. We also cover the changes to the 2019 form caused by the Tax Cuts and Jobs Act and give information on the related anticipated changes to Form W-4 for 2020. We will also discuss best practices for processing more efficiently within the department.
* Per Attendee
$229
Advanced Tax Return Analysis for the Banker
19
/ Mar
Tuesday-2019

Advanced Tax Return Analysis for the Banker

  • Speaker: David L Osburn
  • Product ID: 705086
  • Duration: 90 Min
This webinar will provide bankers with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. It will discuss corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation as well as employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs).
* Per Attendee
$199
Recorded/CD
Navigating the maze of changes with Form 5500

Navigating the maze of changes with Form 5500

  • Speaker: Cathleen M. Hampton
  • Product ID: 704588
  • Duration: 90 Min
This webinar will discuss practical information to ensure compliance with the myriad of changes made to Form 5500 filing requirements. The Instructor will discuss EFAST2 processes and Schedule C disclosures and review changes to the 2014 Form 5500 series reports and 2015 Form 5500-SUP draft instructions. Participants will understand audit requirements and how to handle late deposits.
CD/Recorded
$249
Recorded/CD
Best Practices Processes for Travel and Entertainment Expenses - IRS Tax Codes, Audit Tips and Documentation

Best Practices Processes for Travel and Entertainment Expenses - IRS Tax Codes, Audit Tips and Documentation

  • Speaker: Candace Leuck
  • Product ID: 704567
  • Duration: 90 Min
This training program is designed to ensure that businesses maximize the available deductions for travel and entertainment expenses. It is important to remain current on these regulations as the Internal Revenue Service focuses a fair amount of effort in this area during audits.
CD/Recorded
$249
Recorded/CD
Multi-State Tax Issues for Payroll 2018

Multi-State Tax Issues for Payroll 2018

  • Speaker: Patrick A Haggerty
  • Product ID: 704147
  • Duration: 90 Min
This training program will offer participants an understanding of the payroll tax and compliance implications of conducting business within a state. The course will also help determine which state(s) to withhold for when states that have reciprocal agreements or no state income tax are involved.
CD/Recorded
$249
Recorded/CD
Multistate Taxation - Fundamentals and Best Practices for Handling Multistate employees

Multistate Taxation - Fundamentals and Best Practices for Handling Multistate employees

  • Speaker: Vicki M. Lambert
  • Product ID: 702984
  • Duration: 90 Min
This HR compliance webinar will explain the payroll best practices that multistate employers have to follow to comply with taxation and reporting requirements when the workforce is distributed across different states.
CD/Recorded
$249
Recorded/CD
Sales and Use Tax - Avoiding Double Tax on Drop Shipments

Sales and Use Tax - Avoiding Double Tax on Drop Shipments

  • Speaker: Miles Hutchinson
  • Product ID: 703616
  • Duration: 100 Min
This webinar will discuss the principles of drop shipment exemption. It will also detail how you can help your company legally avoid tax assessments by your drop shippers on your resale orders.
CD/Recorded
$249
Recorded/CD
Tax Refund Fraud: The Fraud that Keeps Getting Worse

Tax Refund Fraud: The Fraud that Keeps Getting Worse

  • Speaker: Rayleen M Pirnie
  • Product ID: 705134
  • Duration: 90 Min
This training program will help identity frauds that lead to tax refund fraud and discuss funds availability exceptions. It will also discuss common non-post issues, the IRS Opt-In Program and eLeads, refund handling procedures, remedial actions, and suspicious activity reports.
Recorded/CD
The IRS Audit Process - Preparing for and Resolving an Audit Decoding the IRS Audit Process

The IRS Audit Process - Preparing for and Resolving an Audit Decoding the IRS Audit Process

  • Speaker: Travis A Greaves,T Joshua Wu
  • Product ID: 705154
  • Duration: 60 Min
Both clients and tax advisors should be aware of the IRS audit process. This webinar will introduce advisors and clients to factors the IRS considers in selecting an individual for audit, how the IRS obtains information during the audit, and provides you the tools needed to represent the client through IRS appeals.
Recorded/CD
The IRS is Coming: How to Prepare for the New IRS Partnership Audit Rules

The IRS is Coming: How to Prepare for the New IRS Partnership Audit Rules

  • Speaker: Travis A Greaves,T Joshua Wu
  • Product ID: 705112
  • Duration: 60 Min
The new IRS partnership audit rules require all partnership and LLCs taxed as partnerships to amend their partnership agreement and take action now. In this training program, attendees will learn how these rules impact your business and your clients. The session will discuss IRS issues with TEFRA (Tax Equity and Fiscal Responsibility Act) and detail the concepts and terms in the Bipartisan Budget Act.
Recorded/CD
Let's Get Back to Basics:  Withholding, Depositing and Reporting Federal Taxes

Let's Get Back to Basics: Withholding, Depositing and Reporting Federal Taxes

  • Speaker: Vicki M. Lambert
  • Product ID: 704182
  • Duration: 90 Min
This webinar will cover the basics of withholding, depositing, paying and reporting payroll taxes. It will provide a good solid foundation for the payroll beginner or an excellent refresher course for the seasoned professional.
CD/Recorded
$299
Recorded/CD
Sarbanes-Oxley Act Section 404: How to Establish an Effective Internal Controls System

Sarbanes-Oxley Act Section 404: How to Establish an Effective Internal Controls System

  • Speaker: David Sanders
  • Product ID: 704395
  • Duration: 90 Min
This webinar will enhance your knowledge of SOX Section 404 (Sarbanes-Oxley Act Section 404) by helping you understand the elements of an internal controls system. Internal controls are a key part of any organization's continued growth, performance and success. With fraud at an all-time high, a well-designed internal control structure will enhance operations by improving your department's overall security and effectiveness. SOX Section 404 mandates that all publicly-traded companies must establish internal controls and procedures for financial reporting and must document, test and maintain those controls and procedures to ensure their effectiveness.
CD/Recorded
$249
Recorded/CD
Payroll Update Multi-State Taxation and Reporting

Payroll Update Multi-State Taxation and Reporting

  • Speaker: Miles Hutchinson
  • Product ID: 704229
  • Duration: 100 Min
This training program will offer a quick introduction of multi-state taxation and reporting and help ensure your company pays employees fairly and handles tax and other withholdings properly. If you are concerned about your company’s ability to comply with U.S. labor and payroll laws, this program will answer many questions on the subject.
CD/Recorded
$249
Recorded/CD
Preparing for Year End 2016 and Year Beginning 2017

Preparing for Year End 2016 and Year Beginning 2017

  • Speaker: Vicki M. Lambert
  • Product ID: 704943
  • Duration: 90 Min
This webinar concentrates on preparing the department for the end of the calendar tax year and the New Year processing. Topics include reconciling, completing and submitting Form W-2, 941 federal and state; update to annual changes from the IRS, SSA, DOL and on the state level; and best practices that will help make the year-end and year beginning go smoother.
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