Determine the difference between an employee and an independent contractor, and recognize the relief available to employees who misclassify. Understand the quarterly and annual reporting requirements for employment tax deposits. Highlights
* Forms I-9, W-9, W-2, 1099-MISC, 1099-R, 940, SS-8, and 941 * Payroll tax requirements for wages * Fringe benefits issues * Special issues: Filing W-2s after a takeover, merger, or acquisition; state and local tax withholding * Moving expenses and gross-up calculations * Pension plans and issues * Payroll taxes: SIMPLE plans, 401(k), and pension distributions * The Electronic Federal Tax Payment System
Registration
PICPA Member: $249 Nonmember: $349
More Information
Course No. 552802Level: Basic
Prerequisites:
None
Notes
Accepted for CFM, CMA, and IRS credits.
Speaker(s)
Susan Smith
Susan Smith, CPA
Susan Smith manages her own firm specializing in tax planning for individuals
and business owners and is also a frequent speaker at tax conferences.
Smith spent 14 years as a Senior Manager in the tax departments of Price
Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price
Waterhouse, she also held the national specialist designation for the real
estate and partnership tax practices locally. During her time at Peat Marwick,
Smith led the real estate and tax practices locally. She has been an associate
adjunct professor at Widener University in the master’s in taxation program. Her
ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently
received the James L. McCoy 2008 Discussion Leader of the Year Award for
excellence in teaching.
Smith earned her Bachelor of Business Administration degree, with an
accounting concentration, in 1978.