PAYROLL PAYROLL

Advanced Payroll

Debra Heikkinen – Tax Director
Deloitte – Business Services
Co-Facilitator – TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1500 – New Session

Participants will explore payroll reporting obligations from the employer perspective and payroll tax withholding requirements for different types of inbound and outbound international assignees. This session will give an overview of payroll reporting for equity compensation, including RSUs and stock options. Also discussed will be compensation reporting requirements and different types of IRS forms, including W4, 673, W9, and W8BEN.


Closing the Payroll Gap: Providing Your Small Business Customers with Affordable Online Payroll     CANCELLED


Basic #1505


Paperless Payroll

Kathy Kearney – AVP, Payroll and Benefit Accounting
Costco Wholesale - Retail
Presentation Style – Moderated Roundtable Discussion 
Business Management and Organization – 1.0 Credit
Intermediate #1510 – Updated Session

This session will be roundtable discussion addressing the most common avenues to get to “paperless payroll”: pay cards, electronic wage statements, and employee self service web sites. Contribute to a discussion with other payroll professionals about successes, challenges, and legislative obstacles related to paperless payroll. Regardless of whether or not you have achieved paperless payroll, you will gain knowledge and information related to choosing a third-party partner, implementation strategies, and tips on how to be successful with these initiatives.


Sarbanes-Oxley Compliance: Implementing Effective Internal Controls for the Payroll Tax Function

Debra Heikkinen – Tax Director
Deloitte – Business Services
Co-Facilitator – TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1515 – New Session

This session will highlight top issues to consider and strategies for developing effective internal control frameworks for payroll tax functions. Participants will gain insight on how to enhance key control activities for managing the risk of noncompliance with section 404 of the Sarbanes-Oxley Act.

TOPICS INCLUDE:

• Top areas of potential exposure and the most highly scrutinized types of transactions. 
• Tips for remediating control deficiencies. 
• Leading practices for compliance, including policies, procedures, and technology. 
• The correlation between Sarbanes-Oxley deficiencies and payroll tax audit issues.


When AP and Payroll Should Talk

Phil Cavoretto – Director, Disbursements
BJC HealthCare – Healthcare Services 
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic #1520 – Updated Session

This session explores the circumstances where AP and payroll issues overlap and the two departments should be comparing notes. There is a great deal of synergy to be achieved when these two departments share appropriate information. The result is an increased quality of informational reporting, keeping your employer in favor with government agencies. Share information that will help answer these questions: Who is an employee? Is this person due a 1099 or a W-2 or both? Why does your audit department care if your AP and payroll departments talk to each other?


Worker Classification

Debra Heikkinen – Tax Director
Deloitte – Business Services
Co-Facilitator – TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 1525 – New Session

Participants will learn whether a worker should be treated as an independent contractor or employee, the current IRS environment on these issues, and audit defenses such as section 530 “relief,” etc.