The Complete Guide to Payroll Taxes and 1099 Issues
Nov 13 8:00 - 4:00 p.m.
Wyndham Philadelphia-Bucks County Feasterville-Trevose - Map
8-Tax CPE Credits
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: $275 Nonmember: $375
More Information
Course No.
552800
Level:
Basic
Prerequisites:
None
Speaker(s)
Deborah Phillips
Deborah A. Phillips, M.S.T., CPA Deborah A. Phillips, MST, CPA, is the
Technical Executive Assistant in the Pre-Filing Technical Guidance area of the
LMSB Division of the Internal Revenue Service. Ms. Phillips began her career
with the IRS more than 27 years ago and has extensive accounting and taxation
knowledge of individual, corporate, and partnership federal tax returns. She was
a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team
Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical
Advisor. She taught graduate and undergraduate courses in accounting and
taxation as an adjunct faculty member at Delaware State University, Wilmington
College, and Goldey-Beacom College. She has been a seminar presenter for over 15
years as well as a respected instructor within the IRS. Ms. Phillips earned her
master’s degree in taxation from Widener University.