Audio Conferences

  November 6, 2008 at 02:00PM ET

Year end is fast approaching, so once again it is time for the payroll department to close out and update information for 2008 prepare for 2009.

In this busiest time of year for payroll professionals, information and help in navigating the complex compliance issues that affect year end and year beginning are invaluable.

2008 was a busy year for changes in payroll related issues and the changes that effect 2009 can vary greatly from state to state.

Join renowned payroll expert Vicki M. Lambert, CPP and learn:

• Why you cannot use “magnetic media” in 2008 to submit to SSA but may have to use it to submit to the state
• Reconciliation of Form W-2 to Form 941 and why it must be done
• Update on year-beginning annual changes for social security wage base, fringe benefit limitations, federal per diem allowance, standard mileage rate, qualified transportation fringe benefits, advanced earned income credit and more.
• How to use the required year-end notice to update your employees for the coming year
• Best practices on organizing the payroll department for year end including action item check lists for Form W-2, Year end and Year beginning to ensure a smooth process
• How to handle duplicate requests for Form W-2 including charging fees
• Best practices for gathering, calculating and reconciling W-2 data
• Taxation of fringe benefits at year end including awards and prizes, moving expenses, personal use of company cars and gift certificates
• Electronic delivery of W-2s to employees
• When to use the Form W-2c and when to correct the W-2 itself
• State regulatory changes affecting payroll including SUI wage bases, minimum wage increases and more
• Review of EFW-2 record changes for tax year 2008
• Review of filing deadlines
• 2009 Federal minimum wage increase and effect on states and creditor garnishments

FEATURED FACULTY

Vicki M. Lambert, CPP
President, Lambert & Associates

Vicki M. Lambert, CPP is the President of Lambert and Associates, a payroll training firm. In business since 1989, the firm is a leader in providing employers with payroll education and research. Ms. Lambert has a Bachelor’s degree, Magna Cum Laude in Personnel Management and is a Certified Payroll Professional (CPP) with over 29 years of multi-state payroll experience.

Ms. Lambert has lectured extensively throughout the United States on payroll administration and compliance issues for clients that have included ADP, CCH, Incorporated, Ceridian Employer Services and others. She has conducted in-house training programs for such clients as Fox Studios, County of Riverside CA, Sun Microsystems and others.

Ms. Lambert’s writing credits include such IOMA research reports as Complete Guide to Managing the Payroll Department, Complete Guide to Garnishments, Federal & State Wage-Hour Compliance Guide, and the top-selling loose-leaf reference service, Complete Guide to Federal & State Payroll Compliance. Ms Lambert is a longtime contributor to IOMA’s monthly newsletter Payroll Practitioner’s Monthly and is editor of IOMA’s Payroll Manager’s Report.