What You Need to Know about Benefits Taxation

60 min. Aired Wednesday, October 27th | 10am PT / 12pm CT

Submitted for 1.0 certification hour till 11/30/2021 to APA

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What You Need to Know about Benefits Taxation

What You Need to Know about Benefits Taxation

You will learn the payroll department’s responsibilities pertaining to the set-up of employee benefits, including retirement, health and welfare and other benefits. You will learn what payroll department staff need to know when tax withholding needs to occur and how to communicate the tax withholding effectively to employees. Learn how to be proactive on employee taxation issues with management and prevent surprises.

What you will learn

  • Identify the information needed to set-up Retirement Benefits in the payroll system and determine whether withholding taxes are required
  • Identify the information needed to set-up Health and Welfare Plan Benefits in the payroll system and determine whether withholding taxes are required
  • Which withholding taxes on employee moving expenses are required and communication to employees
  • How to use gross-up effectively and the appropriate taxes to withhold
  • Identify the information required to report the personal use of company car income, when to report and when to withhold taxes
  • Providing voluntary benefits and whether tax withholding is required


About the Speaker - Frank Gottschall

Frank gottschall-1

Frank Gottschall, CPA, CPP is an experienced payroll, benefits and accounting executive who was in a leadership position in the payroll field for over 20 years and currently serves as the President of the Gottschall Consulting Group. His career began in public accounting with Deloitte and he eventually transitioned to Macy’s, Inc. where he served as the Vice President of Payroll for over 13 years. In March 2009, he transitioned to FirstGroup America, Inc., where he served as the Vice President of Benefits/HRIS/Payroll until he started the Gottschall Consulting Group in September 2016.

The Gottschall Consulting Group performs payroll, benefits and accounting consulting services focused on process efficiency and cost saving opportunities. Frank graduated cum laude with a Bachelor of Business Administration degree majoring in Accounting from the University of Cincinnati.

Important About Accreditation

This webinar has been submitted by APA for 1 (one) general RCH credit until 11/30/2021. You must watch the entire one-hour recording session per APA rules and regulations to qualify for credit. If approved, you will be sent an email containing program codes within 30 days of the date of presentation.

If you view this entire webinar without fast-forwarding in addition to passing the required quiz, you will receive an email containing your earned program code, including APA program codes, within 30 days.

To access the quiz, click on the link at the end of the video to be redirected to a six question test after you have completed watching the full webinar. In order to take the test, you must create a student account on the testing software Canvas: New 2020/2021 join code for canvas 7A4TPB (https://canvas.instructure.com/enroll/7A4TPB). Once you submit your quiz answers, you will be shown which answers were incorrect, if any. You have the option to retake the quiz as many times as you like until you pass the pass the test with minimum of 5 correct answers.
The presentation must be viewed in one sitting (the presentation may be paused, but if the browser window closes, you will be required to re-register and watch again from the beginning).

The email address on both the registration and viewing pages must match exactly to qualify for credit. Only business domain email addresses are accepted.
If the presentation is viewed in a group setting, only the name and email address of the registered viewer will receive the certificate of credit.

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