confeplanet


Closing 2024 Strong: Key Compliance Steps for an Efficient 2025 Kickoff

All Days
Human Resources | Recorded Webinar | Duration: 60 Minutes
Vicki M. Lambert

Live webinar instructions will be emailed to you 3 days prior to the event. || The recording, digital download, and full transcript will be available within 48 hours after the webinar.
Description

Prepare your payroll department for a streamlined and compliant transition from 2024 to 2025. This webinar provides a comprehensive guide on critical year-end tasks, ensuring your team is ready for essential updates and smoother operations. Key topics include reconciling and submitting federal and state Form W-2s, implementing the latest IRS and SSA regulations, and utilizing best practices to ease your year-end and new-year transitions.

With increased IRS focus on year-end compliance, early preparation is more important than ever. Rather than rushing in late fall, we emphasize year-round readiness. Our experts will walk you through practical checklists, communication templates, and step-by-step processes to streamline your work. You’ll also learn how a simple memo and form procedures can significantly reduce employee inquiries and support smooth processing.

Gain insights into critical changes for 2024 and 2025, such as social security wage base updates, deferred compensation limits, and Forms W-2 and 941 modifications. We’ll also share sample forms and procedures for handling duplicate W-2 requests, giving you a ready-made solution to manage employee requests with ease. Plus, discover strategies for gathering information throughout the year to relieve December stress and keep your processes running smoothly.

Join us for up-to-the-minute regulatory updates, including adjustments in federal per diem rates, mileage allowances, and IRS requirements. Our checklist templates and year-end memo samples will guide your payroll team to a seamless year-end close and a well-prepared start to 2025.

Topics Covered:

  • 2025 Form W-4 Updates – Changes and implications for payroll compliance
  • Form W-2 and Form 941 Reconciliation – Why it matters and how to ensure accuracy
  • Annual Changes and Fringe Benefits – Key updates for social security, fringe benefits, per diem allowances, and more
  • Essential Year-End Notice – Best practices for updating employees on the new year’s changes
  • Organizing Year-End Tasks – Actionable checklists for Form W-2 and other critical tasks
  • Duplicate W-2 Request Management – Streamline processes and handle fees with ease
  • 2024 Publication and Form Changes – Key updates on Form W-2, EFW-2 records, and more
  • White-Collar Exemptions and Fringe Benefit Taxation – Latest compliance updates
  • Electronic W-2 Delivery – Simplify and modernize your distribution process
  • State-Level Updates – SUI wage base changes, minimum wage increases, and new state requirements

Who Should Attend?

Ideal for payroll and HR professionals, accountants, legal advisors, and business leaders responsible for payroll compliance and operational efficiency. This webinar is designed for those seeking clarity, actionable steps, and expert guidance to close out 2024 and begin 2025 smoothly.

Rhanda McKown

Vicki M. Lambert

Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a 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 as well as serving as an in-house trainer for businesses such as Sun Micro systems, Fox Studios, Disney, County of Riverside and the City of Hesperia. Ms. Lambert currently 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 re certification hours by the APA.

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