A M E R I C A N
P A Y R O L L
A S S O C I A T I O N
PREPARING for YEAR-END
and 2018
Choose from one comprehensive or four specialty courses to get you and your organization through 2017 and prepared for 2018.
PAYROLL S P E C I A LT Y C O U R S E S
GOVERNMENT/PUBLIC SECTOR CANADIAN PAYROLLS ACCOUNTS PAYABLE/DISBURSEMENTS ADVANCED PAYROLLS Sponsored by
www.AmericanPayroll.org
CONTENT
Is your organization ready for the impact of new government changes? PAYROLL
4, 10
Learning Objectives: • Learn how tax reform and possible ACA repeal and replace would impact your organization • Review how fringe benefit taxation will impact W-2 and 941 reporting • Find out how to respond to phishing requests for W-2 forms w • Learn how the IRS is using payroll year-end reporting to fight tax refund fraud One-Day Seminar | Webinar | Webinar On Demand | Course Book
GOVERNMENT/PUBLIC SECTOR
7, 10
Learning Objectives: • Learn how tax reform and possible ACA repeal and replace would impact your organization • Review how fringe benefit taxation will impact W-2 and 941 reporting • Find out how to respond to phishing requests for W-2 forms • Identify when government employees are subject to social security and Medicare taxes One-Day Seminar | Webinar | Webinar On Demand | Course Book
CANADIAN PAYROLLS
9, 11
Learning Objectives: • Learn how to avoid PIER reports and additional compliance penalties • Review box-by-box instructions on T4, T4A, and RL-1 slips • Learn details on federal and provincial compliance changes for 2017 • Be aware of the provincial updates from a payroll perspective One-Day Seminar | Webinar | Webinar On Demand | Course Book
www.AmericanPayroll.org
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CONTENT
Familiarize yourself with new changes for year-end filing, avoid penalties, and develop an efficient year-end processing plan by attending courses covering Payroll, Government/Public Sector, Canadian Payrolls, Accounts Payable/Disbursements, and Advanced Payrolls.
ACCOUNTS PAYABLE/DISBURSEMENTS
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Learning Objectives: •
Determine the information required to correctly prepare Forms 1099-MISC
• Be able to file Forms 1099-MISC with IRS by January 31 • Classify a worker as an employee or independent contractor •
Review the accounts payable processing changes required by new legislation and regulations
Webinar | Webinar On Demand
ADVANCED PAYROLLS
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Learning Objectives: • Understand the common paymaster rules • Identify special expatriate and nonresident alien taxation and reporting requirements • Understand taxation and reporting of executive compensation • Identify when contributions to Health Savings Accounts are reported on Form W-2 Webinar | Webinar On Demand
Webinars and Webinars On Demand
Course Materials
Get the year-end updates and checklists you need, when you need them, with Preparing for Year-End and 2018 Webinars and Webinars on Demand.
For even more convenience, you can order the course materials for these courses: • Payroll Preparing for Year-End and 2018
• Government/Public Sector Preparing for Year-End and 2018 • Canadian Payrolls Preparing for Year-End and 2018
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© 2017 API Fund for Payroll Education, Inc.
PAYROLL
50 One-Day Classes Nationwide
PR E PAR I NG F O R YE AR-EN D AN D 2 0 18
Familiarize yourself with how tax reform and possible ACA repeal would impact your organization. Earn up to: 6 RCHs, 0.6 CEU, or 7 CPE Credits Fields of Study: Taxes = 5, Business Law = 2
How will you ensure your organization has an effective penalty free year-end?
For those who are facing more complex taxation issues, register for the Advanced Payrolls Preparing for Year-End and 2018 Webinar series today. See page 11 for more details. www.AmericanPayroll.org
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CITY
Albuquerque, NM Atlanta, GA Baltimore, MD Bloomington, MN Boston, MA Charlotte, NC Chicago, IL Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas/Ft. Worth, TX Denver, CO Des Moines, IA Detroit, MI Ft. Lauderdale, FL Green Bay, WI Houston, TX Houston, TX Indianapolis, IN Kansas City, MO Los Angeles, CA Louisville, KY Milwaukee, WI Minneapolis, MN Nashville, TN New Orleans, LA New York, NY Newark, NJ Newport Beach, CA Omaha, NE Orlando, FL Philadelphia, PA Philadelphia, PA Phoenix, AZ Pittsburgh, PA Portland, OR Raleigh, NC Reston, VA Richmond, VA Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA San Jose, CA Seattle, WA St. Louis, MO Tampa, FL Tulsa, OK Washington, DC
DATE
CODE
October 16 October 23 November 3 October 30 October 30 October 19 October 24 November 2 October 18 October 27 October 17 October 26 October 27 October 25 October 16 October 30 October 31 October 24 November 3 October 19 November 3 October 24 October 20 November 1 October 23 October 20 November 2 October 31 November 1 October 19 October 26 November 1 October 25 November 2 October 17 October 26 October 26 October 18 October 16 October 17 October 23 October 25 October 18 October 20 October 25 October 27 October 23 October 31 October 27 October 24
17PYE03C 17PYE18C 17PYE49C 17PYE38C 17PYE37C 17PYE11C 17PYE21C 17PYE47C 17PYE07C 17PYE34C 17PYE04C 17PYE31C 17PYE33C 17PYE25C 17PYE01C 17PYE36C 17PYE41C 17PYE23C 17PYE48C 17PYE10C 17PYE50C 17PYE20C 17PYE13C 17PYE44C 17PYE17C 17PYE14C 17PYE45C 17PYE40C 17PYE43C 17PYE12C 17PYE29C 17PYE42C 17PYE26C 17PYE46C 17PYE06C 17PYE30C 17PYE28C 17PYE08C 17PYE02C 17PYE05C 17PYE16C 17PYE27C 17PYE09C 17PYE15C 17PYE24C 17PYE32C 17PYE19C 17PYE39C 17PYE35C 17PYE22C
PAYROLL COURSE OUTLINE * Year-end Preparation ¡ Year-end checklist, accumulators, and project plan ¡ Verifying social security numbers w IRS penalties for employee name/SSN mismatches w SSA’s Social Security Number Verification Service w Responding to the IRS’ request for verification of Form W-2 data ¡ Social Security Administration’s changes to reporting w Electronic reporting w Use of AccuWage online application w Due dates ¡ IRS fights tax refund fraud w W-2 verification code test w IRS and states warn payroll professionals of phishing scheme involving W-2s w IRS procedures to report victims of payroll phishing schemes w How to respond to and release W-2 forms ¡ Verification of employee data ¡ Reconciliations w Wage and tax w Bank w General ledger w Worksheets w Accumulator reset ¡ Employee year-end notices w Form W-4 w Request consent to provide eForms W-2 & 1095-C to employees w Earned Income Credit notification – federal and state w W-2 & 1095-C information memos w Charging fees for duplicate Forms W-2 & 1095-C w Form W-2c checklist ¡ Payroll and programmer W-2 electronic filing checklist
*Program is subject to change without notice.
State Regulations Impacting Year-end ¡ State Annual Reconciliation Return and Magnetic Media/ Electronic Reporting ¡ State Unemployment and Disability Wage Bases ¡ State Unemployment Insurance Trust Fund Status w 2017 & 2018 FUTA credit reduction states Annual Changes ¡ Social security wage base ¡ Social security/Medicare threshold for domestic employees and election workers ¡ Medicare tax rate ¡ Retirement plan changes ¡ Fringe benefit limitations w Adoption assistance programs w Definition of control employee w Medical FSA contribution limit ¡ Federal per diem and mileage rates ¡ Federal standard deduction and personal exemption values ¡ Federal tax levies – Publication 1494 ¡ Automobile rates w Cents-per-mile w Luxury car value w SUV and fleet value w Annual lease value table w Commuting value ¡ Qualified transportation fringe benefit limits ¡ Information return and payee statement penalties ¡ Affordable Care Act annual adjustments ¡ Income exclusion for U.S. citizens living abroad ¡ Health Savings Account limits and definitions w Contribution limits w Definition of high deductible health plan
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w Archer Medical Savings Accounts w Long-term care Year-end Reporting and Taxation of Fringe Benefits ¡ Taxable fringe benefits w When fringe benefits are considered paid w Withholding on fringe benefits w Special accounting rule w Depositing taxes on fringe benefits ¡ Supplemental wages and grossing-up w Federal supplemental wage definition w Federal supplemental tax rate w State supplemental tax rates ¡ Moving expenses ¡ Group-term life insurance ¡ Awards, prizes, and gift cards ¡ Qualified transportation fringe benefits w Commuter highway vehicles (van pooling) w Transit passes w Parking w Bicycle ¡ Loans to employees ¡ Qualified plans w Nonqualified plans – taxation and reporting ¡ Cafeteria and flexible benefit plans ¡ Nonqualified stock options ¡ Dependent care benefits ¡ Adoption assistance ¡ Overpayments and repayments ¡ Forms 1094-C and 1095-C, third-party sick pay, W-2 retirement plan check box, and health insurance reporting Government Issues Review Legislative Actions ¡ Rule to require federal contractors to provide more pay stub info is repealed
PAYROLL COURSE OUTLINE Continued ¡ 21st Century Cures Act w Qualified HRA w ACA fines removed ¡ Uniform Law Commission posts model garnishment act 2017 Legislative Agenda ¡ Trump Administration’s fiscal 2018 budget proposals ¡ Bill limiting state taxation of nonresidents clears the House ¡ Proposed legislation w ACA repeal/replacement legislation w Immigration reform w Tax reform w Mobile workforce legislation Regulatory Actions ¡ Obama Administration regulations uncertain future ¡ USCIS final rule updating employment-based visa programs ¡ CFPB delays final rule on payroll cards Agency Guidance ¡ IRS adds Box 9 Verification Code to Form W-2 ¡ IRS guidance on W-2 de minimis error safe harbor ¡ IRS finalizes guidance on employee consents needed for employer FICA refund claims ¡ IRS issues guidance on employee parking benefits ¡ IRS issues guidance on employer-provided self-funded health plans excess benefits ¡ IRS clarifies instructions to request extensions to provide payees’ Forms 1099s ¡ IRS rules subsidiary may qualify as a successor employer for FICA and FUTA taxes following corporate reorganization
www.AmericanPayroll.org
¡ IRS provides additional guidance on CPEO requirements ¡ DOL announces civil penalty adjustments for FLSA and FMLA violations ¡ USCIS publishes new Form I-9 and employer handbook ¡ USCIS redesigns Green Cards and Employment Authorization Documents ¡ USCIS must consider FLSA rules when approving a visa petition ¡ OCSE updates IWO processing instructions ¡ OCSE guidance on lump sum and bonus reporting ¡ OCSE guidance on making child support payments electronically Court Decisions ¡ Court blocks implementation of white collar salary level change ¡ Employees should be paid for donning, doffing, and shift relief even when employer pays for other meal breaks ¡ Court rules interns were not employees ¡ Appeals court ruling establishes two-part test to determine joint employer status ¡ Employer can get tax payment information to prove misclassified workers paid their taxes ¡ Employer must pay penalties after payroll service provider embezzled payroll taxes ¡ Employer relieved of large fines for Form I-9 violations Agency Initiatives ¡ TIGTA reviews IRS’ identify theft detection efforts ¡ IRS agrees to use GAO recommendations on use of National Research Program Study results
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¡ SSA works with payroll service providers to improve program accuracy ¡ DOL changes NAICS codes for 2017, could impact employer SUI tax rates ¡ DOL signs MOUs with more states to fight worker misclassification ¡ USCIS announces E-Verify record retention and disposal schedule ¡ NACHA final phase of same-day ACH in 2018 ¡ Treasury proposes federal government accept same-day ACH transactions Forms Review and Revisions ¡ Form 941 w 2017 Form revisions w Electronic filing • New Forms 8879-EMP and 8453-EMP to facilitate e-filing w Schedule B w Schedule D w Schedule R ¡ Form 941-X w 2017 Form revisions ¡ Form W-2 w 2017 changes to Form W-2 and Instructions w Reconciliation process w Substitute forms ¡ Form W-2c w Address changes w Social security number changes ¡ Form W-3 ¡ Form W-3c ¡ Form 945 ¡ Form 940 ¡ Form 1099-MISC w Deceased employees
GOVERNMENT/PUBLIC SECTOR PR EPAR I NG F O R YE AR-EN D AN D 2 0 18
How will you ensure a penalty-free year-end? Earn up to: 6 RCHs, 0.6 CEU, or 7 CPE Credits
10 One-Day Classes Nationwide
CITY
DATE
CODE
Atlanta, GA
October 31
17GVY03C
Chicago, IL
November 3
17GVY09C
Columbus, OH
November 2
17GVY07C
Dallas, TX
October 30
17GVY02C
October 31
17GVY04C
Los Angeles, CA
November 1
17GVY06C
Philadelphia, PA
November 1
17GVY05C
San Francisco, CA
November 2
17GVY08C
Seattle, WA
November 3
17GVY10C
Tampa, FL
October 30
17GVY01C
Fields of Study: Taxes = 5, Business Law =2 Denver, CO
Earn up to: 6 RCHs, 0.6 CEU, or 7 CPE Credits Fields of Study: Taxes = 5, Business Law = 2
This course will discuss how tax reform and possible ACA repeal would impact your organization, review the effect of fringe benefit taxation, how to respond to phishing requests, and understand how to identify when government employees are subject to social security and Medicare taxes. GOVERNMENT/PUBLIC SECTOR COURSE OUTLINE * Year-end Preparation ¡ Year-end checklist, accumulators, and project plan ¡ Verifying social security numbers ¡ Social Security Administration’s changes to reporting ¡ IRS fights tax refund fraud ¡ Verification of employee data, reconciliations, and year-end notices State Regulations Impacting Year-end ¡ State Annual Reconciliation Return and Magnetic Media/ Electronic Reporting ¡ State Unemployment and Disability Wage Bases *Program is subject to change without notice.
Annual Changes ¡ Social security wage base ¡ Medicare tax rate ¡ Social security/Medicare threshold for domestic employees and election workers ¡ Retirement plan changes ¡ Fringe benefit limitations ¡ Federal per diem and mileage rates ¡ Federal standard deduction and personal exemption values ¡ Automobile rates ¡ Qualified transportation fringe benefit limits ¡ Information return and payee statement penalties ¡ Affordable Care Act annual adjustments
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¡ Income exclusion for U.S. citizens living abroad ¡ Health Savings Accounts Year-end Reporting and Taxation of Fringe Benefits ¡ Taxable fringe benefits ¡ Supplemental wages and grossing-up ¡ Moving expenses ¡ Group-term life insurance ¡ Awards, prizes, and gift cards ¡ Qualified transportation fringe benefits ¡ Loans to employees ¡ Cafeteria and flexible benefit plans ¡ Dependent care benefits ¡ Adoption assistance
GOVERNMENT/PUBLIC SECTOR COURSE OUTLINE
¡ Overpayments and repayments ¡ Forms 1094-C and 1095-C, third party sick pay, W-2 retirement plan check box, and health insurance reporting Government Issues Review Legislative Actions ¡ Rule to require federal contractors to provide more pay stub info is repealed ¡ 21st Century Cures Act ¡ Uniform Law Commission posts model garnishment act ¡ Government Accountability Office (GAO) Access and Oversight Act 2017 Legislative Agenda ¡ Trump Administration’s fiscal 2018 budget proposals ¡ Congress repeals state retirement plan rule ¡ Proposed legislation Regulatory Actions ¡ Obama Administration regulations uncertain future ¡ USCIS final rule updating employment-based visa programs ¡ CFPB delays final rule on payroll cards Agency Guidance ¡ IRS adds Box 9 Verification Code to Form W-2 ¡ IRS guidance on W-2 de minimis error safe harbor ¡ IRS finalizes guidance on employee consents needed for employer FICA refund claims ¡ IRS issues guidance on employee parking benefits ¡ IRS issues guidance on employer-provided self-funded health plans excess benefits ¡ IRS clarifies instructions to request extensions to provide payees’ Forms 1099s ¡ DOL announces civil penalty adjustments for FLSA and FMLA violations www.AmericanPayroll.org
¡ USCIS publishes new Form I-9 and employer handbook ¡ USCIS redesigns Green Cards and Employment Authorization Documents ¡ USCIS must consider FLSA rules when approving a visa petition ¡ OCSE updates IWO processing instructions ¡ OCSE proposes revisions to IWO forms and instructions ¡ OCSE guidance on lump sum and bonus reporting ¡ OCSE guidance on making child support payments electronically Court Decisions ¡ Court blocks implementation of white collar salary level change ¡ Employees should be paid for donning, doffing, and shift relief even when employer pays for other meal breaks ¡ Court rules interns were not employees ¡ Employer must pay penalties after payroll service provider embezzled payroll taxes ¡ Employer relieved of large fines for Form I-9 violations Agency Initiatives ¡ TIGTA reviews IRS’ identify theft detection efforts ¡ IRS agrees to use GAO recommendations on use of National Research Program Study results ¡ SSA works with payroll service providers to improve program accuracy ¡ DOL signs MOUs with more states to fight worker misclassification ¡ USCIS announces E-Verify record retention and disposal schedule
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Continued
¡ NACHA final phase of same-day ACH in 2018 ¡ Treasury proposes federal government accept same-day ACH transactions Forms Review and Revisions ¡ Form 941 w 2017 Form revisions w Electronic filing • New Forms 8879-EMP and 8453-EMP to facilitate e-filing ¡ Schedule B ¡ Schedule D ¡ Schedule R ¡ Form 941-X w 2017 Form revisions ¡ Form W-2 w 2017 changes to Form W-2 and Instructions w Reconciliation process w Substitute forms ¡ Form W-2c w Address changes w Social security number changes ¡ Form W-3 ¡ Form W-3c ¡ Form 945 ¡ Form 940 ¡ Form 1099-MISC w Deceased employees Government/Public Sector Year-end Issues ¡ Election workers ¡ Jurors’ compensation ¡ Elected officials ¡ Social security/Medicare coverage ¡ Section 401(a) employer pick-up plans ¡ Converting sick leave to supplemental retirement benefits ¡ Section 457(b) plans ¡ Section 403(b) plans ¡ Differential military pay ¡ Military spouse’s state income tax exclusion ¡ Use of vehicles by law enforcement officers ¡ Fair labor standards for state and local governments
4 One-Day Classes Nationwide
CANADIAN PAYROLLS PR E PAR I NG F O R YE AR-EN D AN D 2 0 18
Are you prepared to avoid the PIER report?
CITY
DATE
CODE
Chicago, IL
November 7
17CPY02C
Dallas, TX
November 8
17CPY03C
New York, NY
November 6
17CPY01C
San Francisco, CA November 9
17CPY04C
Earn up to: 6 RCHs, 0.6 CEU, or 7 CPE Credits Fields of Study: Taxes = 5, Business Law = 2
Taught by a leading Canadian payroll expert, this seminar provides guidelines to meet the challenges of Canadian year-end processing, from closing 2017 to what is required in 2018 to avoid cross-border noncompliance penalties. CANADIAN PAYROLLS COURSE OUTLINE* Legislative Update ¡ Federal legislation ¡ Provincial legislation ¡ Provincial tax rates ¡ Update on federal and provincial budget implications Reviewing for 2017 Year-end ¡ Checking compliance issues ¡ Reconciling payroll accounts ¡ Identifying the proper forms to use ¡ Validating Social Insurance Numbers ¡ Recognizing potential PIER report problems ¡ Reviewing common reporting errors and how to avoid them ¡ Reviewing pension adjustments ¡ Obtaining and reviewing the PD7A statement ¡ Electronic filing options and requirements 2017 tax filing requirements ¡ Completing the T4 slip w Detailed description of each box w How to record taxable benefits *Program is subject to change without notice.
w Recording pension adjustments w When and how to complete the T4 summary form ¡ Completing the T4A slip w Detailed description of each box w Recording retiring allowances w When and how to complete the T4A summary form ¡ How to complete the RL1 slip (Quebec) w Explanation of the new RL-1 reporting and filing requirements w Explanation of the special Quebec reporting requirements w Detailed description of each box w How to record taxable benefits w When and how to complete the RL summary form ¡ Filing deadlines ¡ Other 2017 filing requirements w Workers’ compensation requirements w Provincial health tax requirements
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2017 After Filing Need-to-Knows ¡ Processing an amended T4, T4A, or RL1 ¡ Handling a replacement T4, T4A, or RL1 ¡ Dealing with the PIER report Implementing 2018 Requirements ¡ Changes to Canada Pension Plan, Employment Insurance, and Quebec Parental Insurance Plan rates ¡ Changes to federal and/or provincial tax rates ¡ Changes to workers’ compensation maximum assessable earnings ¡ Changes to minimum wage Where to Get Help ¡ Using government websites for the Canada Revenue Agency, Service Canada, and Revenue Quebec Completing the T4 slip
WEBINARS AND WEBINARS ON DEMAND These live, web-based, interactive presentations will provide you with the essential year-end checklist and course materials for each registered segment. Delivery Method: Group Internet-based. CPE credits are not available for Webinars On Demand. No advanced preparation or prerequisites required. Program Level: Overview
Earn: 1.5 RCHs, 0.15 CEU, or 1.5 CPE credits for each webinar segment.
PAYROLL WEBINAR SERIES All Four Segments Presented on dates listed. Course Code: 17PYE00L (On Demand: 17PYE00R)
Segment 1: Year-end Preparation Course Code: 17PYE01L Presented Live: October 25; (On Demand: 17PYE01R) Field of Study: Taxes Segment 2: Year-end Reporting and Taxation of Fringe Benefits Course Code: 17PYE02L Presented Live: October 27; (On Demand: 17PYE02R) Field of Study: Taxes
Segment 3: Government Issues Review Course Code: 17PYE03L Presented Live: November 1; (On Demand: 17PYE03R) Field of Study: Taxes = 0.5, Business Law = 1.0 Segment 4: State Issues, Annual Changes, and Form Review Course Code: 17PYE04L Presented Live: November 3; (On Demand: 17PYE04R) Field of Study: Taxes
GOVERNMENT/PUBLIC SECTOR WEBINAR SERIES
All Five Segments* Presented on dates listed. Course Code: 17GYE00L (On Demand: 17GYE00R)
Segment 1: Year-end Preparation Course Code: 17PYE01L Presented Live: October 25; (On Demand: 17PYE01R) Field of Study: Taxes Segment 2: Year-end Reporting and Taxation of Fringe Benefits Course Code: 17PYE02L Presented Live: October 27; (On Demand: 17PYE02R) Field of Study: Taxes Segment 3: Government Issues Review Course Code: 17PYE03L Presented Live: November 1; (On Demand: 17PYE03R) Field of Study: Taxes = 0.5, Business Law = 1.0
Segment 4: State Issues, Annual Changes, and Form Review Course Code: 17PYE04L Presented Live: November 3; (On Demand: 17PYE04R) Field of Study: Taxes Segment 5: Year-end Issues That Drive Government Employers Crazy Course Code: 171114PL Presented Live: November 14; (On Demand: 171114PR) Field of Study: Taxes = 0.5, Business Law = 1.0 *The five segments of the Government/Public Sector Preparing for YearEnd and 2018 Webinar series provide the same learning objectives and content found in the Government/Public Sector Preparing for Year-End and 2018 seminar at the same price as the seminar.
View the complete course outlines at www.americanpayroll.org/course-conf/webinars
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Webinars and Webinars On Demand CANADIAN PAYROLLS WEBINAR SERIES All Four Segments Presented on dates listed. Course Code: 17CYE00L (On Demand: 17CYE00R)
Segment 1: Federal Legislative Update: Canada Revenue Agency and Service Canada Course Code: 17CYE01L Presented Live: November 29; (On Demand: 17CYE01R) Field of Study: Taxes =0.5, Business Law = 1.0
Segment 3: Canadian Federal Year-end Reporting Course Code: 17CYE03L Presented Live: December 6; (On Demand: 17CYE03R) Field of Study: Taxes
Segment 2: 2017 and 2018 Jurisdictional Changes and Reporting Course Code: 17CYE02L Presented Live: December 1; (On Demand: 17CYE02R) Field of Study: Taxes = 0.5, Business Law = 1.0
Segment 4: Quebec Legislative Update and Year-end Course Code: 17CYE04L Presented Live: December 8; (On Demand: 17CYE04R) Field of Study: Taxes
ACCOUNTS PAYABLE/DISBURSEMENTS WEBINAR SERIES All Four Segments Presented on dates listed. Course Code: 17APY00L (On Demand: 17APY00R)
Segment 1:
Segment 3: Legislation, Regulatory Actions, Agency Guidance, and Court Decisions Course Code: 17APY03L Presented Live: October 18; (On Demand: 17APY03R) Field of Study: Taxes Segment 4: State Filing Requirements Impacting Accounts Payable, Annual Changes, and Forms Review Course Code: 17APY04L Presented Live: October 20; (On Demand: 17APY04R) Field of Study: Taxes
Year-end Preparation Course Code: 17APY01L Presented Live: October 11; (On Demand: 17APY01R) Field of Study: Taxes
Segment 2: Taxation Issues Common to Accounts Payable Course Code: 17APY02L Presented Live: October 13; (On Demand: 17APY02R) Field of Study: Taxes
ADVANCED PAYROLLS WEBINAR SERIES All Four Segments Presented on dates listed. Course Code: 17ADY00L (On Demand: 17ADY00R)
Segment 1: Complex Year-end Taxation Issues Course Code: 17ADY01L Presented Live: October 24; (On Demand: 17ADY01R) Field of Study: Taxes
Segment 3: Government Issues Review Course Code: 17ADY03L Presented Live: November 1; (On Demand: 17ADY03L) Field of Study: Taxes = 0.5, Business Law = 1.0 Segment 4: State Issues, Annual Changes, and Form Review Course Code: 17ADY04L Presented Live: November 3; (On Demand: 17ADY04R) Field of Study: Taxes
Segment 2: Year-end Executive Compensation Taxation and Reporting Course Code: 17ADY02L Presented Live: October 26; (On Demand: 17ADY02R) Field of Study: Taxes
View the complete course outlines at www.americanpayroll.org/course-conf/webinars
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Preparing for Year-End and 2018 Registration/Order Form Register for the class or webinar, or order the course materials online: www.americanpayroll.org
Registration form with payment must be received at least five business days in advance of the course date to guarantee your registration.
REGISTRATION AND CONTINENTAL BREAKFAST: 7:30 a.m. – 8:00 a.m. SEMINAR: 8:00 a.m. – 4:00 p.m. REGISTRATION FOR CLASSES INCLUDES: Onsite networking continental breakfast and luncheon Morning and afternoon refreshment breaks Course materials, including late breaking information
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— Registration —
— Registrant Information —
Please register me for this one-day Year-End course:
Registrant’s Primary Address (Please print)
❑ Payroll
Ms. ❑ Mr. ❑___________________________________________________
❑ Government/Public Sector
❑ Canadian Payrolls
City:________________ Date:_________ Course Code:______________
Member’s ID #:_________________________________________________
Special Dietary Request:
Colleague’s ID # (if applicable):_________________________________________
❑ Vegetarian
❑ Gluten-free
❑ Kosher
(Update your contact information at www.americanpayroll.org)
Member’s Name (if applicable):_________________________________________
❑ I am an APA MEMBER..................................................................................... $465
Title:___________________________________________________________________
❑ I am a COLLEAGUE of an APA Member (at the same street address)......$565
Organization:_________________________________________________________ Street Address:_______________________________________________________
❑ I would like to join APA now and register at the member rate Save up to $220 on registration when you join APA!*
Class registration fee (member rate) ............................ $465 One-year annual membership dues*.............................. $219 One-time enrollment fee...................................................... _$35
TOTAL............$719
❑ I am NOT a Member or Colleague............................................................$685
†
City :________________________________________________________________ State/Province:_________________________ Country:________________________ Zip + 4-Digit/Postal Code:____________________ + _______________________ Phone:______________________________ Fax:____________________________ (Area/Country Code)
(Area/Country Code)
Email:_________________________________________________________ ( For official APA communications, registration confirmations; Payroll Currently, PAYTECHonline, and PAYTECH-Digital)
Please register me for the following Webinar or Webinar On Demand:
Please indicate if you are: ❑ CPA ❑ PA (For NASBA reporting purposes)
Individual Webinars are $195†. All 4 segments in a series are $465†.
_Needed for new member enrollment
Note: Government/Public Sector has 5 segments for $465†.
Birth date:____________ /____________/______________
Gov't/ Public Canadian AP/ Course Code Payroll Sector Payrolls Disbursements Advanced
Registrant’s Secondary/Home Address
_____________
City :______________________________________________________
____________ ____________ ____________
❑
❑
❑ ❑ ❑
❑ ❑ ❑
❑ ❑ ❑ ❑
❑ ❑ ❑ ❑
❑ ❑ ❑ ❑
I would like to purchase the course materials for: ❑ Payroll...............................................................................................$465† ❑ Government/Public Sector..........................................................$465† ❑ Canadian Payrolls..........................................................................$465† Please read our policies for registration, transfers, substitution, cancellation, and refunds. http://www.americanpayroll.org/images/courses_conf/event%20policies.pdf All sales of the course materials are final. No refunds will be made. Course materials for the one-day class will be shipped immediately after the last class in the series is completed. Course materials for webinars will be emailed for each registered webinar segment. *Membership dues are subject to change without notice and are nonrefundable. Membership is on an individual basis; corporate memberships are not available. 100% of membership dues are deductible as an ordinary business expense. An enrollment fee of $35 is charged to all new members and to reinstate members inactive for more than 90 days. Members of the American Payroll Association receive PAYTECH magazine as part of their annual dues of $219, $50 of which is allocated for their subscription to PAYTECH, which is nonrefundable therefrom.
†Prices listed are for Members. Go to www.americanpayroll.org for Colleague and Non-member prices and cancellation policies. Credit for Recertification and Continuing Education: The APA 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 website: www.learningmarket.org. The American Payroll Association’s CPE sponsor identification number with NASBA is 103152. No prerequisites or advance preparation required. Course level: Update. Delivery method and Field of Study: Group-live, Taxes = 5, Business Law = 2; Internet-based, Taxes = 5, Business Law = 1
Complaint Resolution Policy: The APA will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner. A formal complaint must be submitted in writing and must set forth a statement of the facts and the specific remedy sought. Submit complaints to: American Payroll Association, Attn: Certification, 660 North Main Avenue, Suite 100, San Antonio, TX 78205-1217. Certification: (210) 226-4600
Street Address:________________________________________________ State/Province:____________________ Country:____________________ Zip + 4-Digit/Postal Code:___________________ + _________________ Phone:_____________________________ Fax: ________________________ (Area/Country Code)
(Area/Country Code)
Email:____________________________________________________________
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— Payment Information —
Payment in U.S. dollars must accompany registration form. Currency Converter: www.americanpayroll.org
Three Enrollment Options: ■ Online www.americanpayroll.org Store Search Term: Year-end
■ Fax
■ Mail
(210) 224-6038
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I authorize the API Fund for Payroll Education, Inc. to CHARGE $_____________ to my: ■ American Express ■ Discover ■ MasterCard ■ Visa Card #: _____________________________ Exp. Date:___________ CVV Code:________ Card is: (check one)
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Name on Credit Card: _____________________________________________________________ Signature of Cardholder: __________________________________________________________ ■ Make check payable and mail to: API Fund for Payroll Education, Inc. c/o American Payroll Association 660 North Main Avenue, Suite 100 • San Antonio, TX 78205-1217 ■ Purchase Order #:_________________
(for government agencies/universities only)
If you require special services, please call Membership Services at (210) 224-6406, M-F, 8 a.m. – 6 p.m. CT, at least 21 days in advance of the event. Last updated: August 2017
EMT: 9V
FOR OFFICE USE ONLY: Date: _____________________ Order #: ___________________ Batch #:_________________ Group #:__________________ Check #: _________________ C/P: _________________ Total: $ _______________________
