Reimbursing Employees for Expenses: Navigating Taxes – CPE Accredited Webinar

  • Speaker:Patrick A Haggerty
  • Duration:90Min
  • Product Code:GRC-90491
  • NASBA CPE: 1.8
NASBA

NASBA CPE Credits: 1.8

GRCTS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

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  • Get answer to your queries through interactive Q&A sessions. The Q and A sessions are at the end of the meeting. The expert will complete his/ her presentation and then the phone lines will be open for the audience to discuss your questions.
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Recorded Session - How it works

  • Login Information with Password to view the webinar will be emailed to you within 48 hours from the date the Live webinar was completed. The link to the recording is for a single person use only and it is valid for 6 months or the actual duration the recording was purchased.
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  • Presentation and other handouts will be emailed to you in a pdf format.

Training CD - How it works

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If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com.

Overview:

This training program will engage attendees in a discussion on whether an expense reimbursement qualifies for exclusion from employee wages. It will offer stringent guidelines on what is required to substantiate various expenses and benefits under an accountable plan.

Background:

Employers often provide travel advances, business expense reimbursement, or use of company property to employees. Employee expense reimbursement is one of the targets of a current IRS audit initiative. Unless expense reimbursements are made under an accountable plan, the payments must be included in employee wages. Accountable expense reimbursement plans provide tax savings for both employers and employees. But insufficient documentation or faulty procedures can result in reclassification of the reimbursements as wages. This results in additional tax and possibly penalties. An employer may even become liable for taxes it failed to withhold from the employee reimbursement.

In this informative webinar, attendees will learn how to properly account for and report expense reimbursements and facilities provided to employees in compliance with IRS requirements.

Learning Objectives:

  • Determine whether an expense reimbursement qualifies for exclusion from employee wages.
  • Know what is required to substantiate various expenses and benefits under an accountable plan.
  • Understand the importance of timely processing of reimbursements and collection of excess advance funds.
  • Know when expense reimbursements or use of company resources must be included in wages.
  • Understand when per diem rates may be used and why employers may want to use them.
  • Know how to determine maximum per diem rates and how to use the high low method.
  • Know how to establish and administer an accountable expense reimbursement plan.
  • Understand the importance of control and accounting procedures related to expense reimbursements.

Areas Covered:

  • Employee business expenses and reimbursements under the Internal Revenue Code
  • Accountable and non-accountable expense reimbursement plans
  • Substantiation and documentation required to exclude reimbursement or benefits from wages
  • Options for meeting substantiation requirements
  • Advantages and effective use of per diem payments
  • How to control the risk of a pattern of abuse of per diem payments
  • Valuation and treatment of personal use of company property (vehicles, cell phones, etc.)
  • When expense reimbursements or use of company resources must be included in wages
  • Travel advance and payment card administration
  • The importance of timely processing of reimbursements and collection of excess advance funds
  • Control and accounting procedures and the roles of payroll and accounts payable

Who will Benefit:

  • Payroll Supervisors and Personnel
  • Payroll Consultants
  • Payroll Service Providers
  • Public Accountants
  • Internal Auditors
  • Tax Compliance Officers
  • Enrolled Agents
  • Employee Benefits Administrators
  • Officers and Managers with Payroll or Tax Compliance Oversight
  • Company / Business Owners
  • Managers / Supervisors
  • Public Agency Managers
  • Audit and Compliance Personnel / Risk Managers

Certifications: 

NASBA CPE - 1.8

Group Internet Based | 1.8 NASBA Credits (1 CPE for 50 minutes) | Finance & Accounting (1.8 CPE) | Intermediate | Prerequisites - None | No advance preparation

Instructor Profile:

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988.  He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant.  He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, and information return reporting. 

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Available Options

Recording: Unlimited Viewing Access for 6 Months

$229

CD-DVD: Shipped within 2 working days

$329

USB - Shipped within 2 working days

$339

5 Member Group: 5 people can Attend the Live Online Meeting from any location globally

$2,459

10 Member Group: 10 people can Attend the Live Online Meeting from any location globally

$3,459

Recording: Unlimited Viewing Access for 12 Months

$289

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