Webinar

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

60 min. Thursday February 28th | 10am PT / 12pm CT

Approved for 1.0 certification hour through 3/31/2019

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

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

The importance of the Form W-4 is fundamental to the payroll department. It is the foundation for the taxation of an employee’s paycheck as well as a required IRS form. This webinar covers 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. Join us to discuss best practices for processing more efficiently within the department.

A peak at what’s to come:
- Changes to the form for 2019
- The effective date of new and revised Form W-4 information
- When you must send Form W-4 to the IRS—it’s not what you think!
- The difference between an invalid form and a “questionable” one
- The record retention requirements for Form W-4
- Proper handling of IRS lock-in letters
- State equivalent forms versus Form W-4
- How to deal with visas and Form W-4

What you will learn

  • Effective methods for handling incomplete or improperly completed forms
  • Effective strategies for streamlining your processing procedures you can use right now
  • How to make employee verification part of your Form W-4 process
  • When an employee must submit a new form versus when they may submit a revised form
  • How to withhold federal taxes in the absence of a valid Form W-4
  • Tips on setting up an electronic system for Form W-4
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About the Speaker - Vicki Lambert

Vicki Lambert_headshot

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.
With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.
A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the instructor for the American Payroll Association’s “PayTrain” online program also offered by Brandman University.

Important About Accreditation

This webinar has been approved OR submitted by APA for 1 (one) general RCH credit until March 31, 2019.

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 and use the join code: 6NFYLM. 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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