Program Overview

This timely seminar covers the critical challenges payroll professionals face at year-end, including significant updates to legislation and regulations that impact both year-end close and the start of the new year.

With urgency growing around recent changes, this class will also provide essential insights into the One Big Beautiful Bill Act, an important development every payroll professional needs to understand.

PayrollOrg’s Year-End Preparation Guide helps you close out payroll accurately and in compliance, with step-by-step guidance on verifying records, managing benefits, preparing tax forms, and reviewing policies.

While we are finalizing the 2026 program, you can review last year's brochure for a preview of the agenda and the types of sessions typically offered.

Program Sponsor:

Topics

✔   Discover how the One Big Beautiful Bill Act will affect year-end payroll.

• How to report qualified overtime on information returns
• How to report qualified tips (including TTOCs) on information returns
• Handling Trump accounts

✔   Receive guidance on the latest round of SECURE 2.0 Act retirement plan changes.
✔   Get the latest updates on changes to the U.S. Department of Labor's "white collar" exemptions, joint employer status, and worker classification.
✔   A customizable year-end checklist in Excel to help ensure compliance.

Learning Objectives

• Get the latest adjustments for 2026, including retirement plan contribution limits and SUI wage bases
• Understand how to prepare for new reporting requirements
• Be aware of an increase in potential FUTA credit reduction states

Who Should Attend

Payroll, human resources, systems, accounting, and finance professionals responsible for payroll operations and involved in year-end processing.

Looking for more education on Year-End and how to prepare for next year? View additional Year-End courses offered.

2026 Pricing

Member	Non-Member
$589.00 USD	$899.00 USD

Individual Webinar Segments

Member	Non-Member
$199.00 USD	$299.00 USD

Registration Options

Register Online   Print Order Form

Refer a Colleague

Delivery Options

• One-day In-Person Class
• One-Day Interactive Virtual
• Two Half-Day Interactive Virtual
• Four-part webinar series – includes complimentary access to on demand
• Four-part webinar on demand series

Schedule

In-Person Class
Class: 8:00 a.m. - 3:45 p.m.
There will be morning and afternoon breaks and a lunch break.
Interactive Virtual (full day)
Classroom opens: 8:15 a.m.
Class: 8:30 a.m. to 3:30 p.m.
There will be morning and afternoon breaks and a lunch break.
Interactive Virtual (two half days)
Classroom opens: 8:15 a.m.
Class: 8:30 a.m. to 12:00 p.m.
There will be a mid-session break.
Webinar
Webinars begin at 1:00 p.m. ET and are 90 minutes long unless otherwise noted on the event description.
Webinar On Demand
Webinars on demand are available at your convenience, 24/7.

Credit Information

Earn up to 6 Recertification Credit Hours (RCHs), 0.6 Continuing Education Units (CEUs), or 7 Continuing Professional Education (CPE) credits for attending a nationwide class or interactive virtual class, or earn up to 1.5 Recertification Credit Hours (RCHs), 0.15 Continuing Education Units (CEUs), or 1.5 Continuing Professional Education (CPE) credits for each webinar segment attended. Delivery Method: Group Live or Group Internet-Based Program Level: Overview. No advance preparation or prerequisites required. CPE Fields of Study: Taxes=5.5, Business Law=1.5 CPE credits are not available for webinars on demand.

Event Policies

Please read our Event Policies regarding registration, transfers, substitutions, cancellations, refunds, Code of Conduct, Attendee Liability and Waiver of Claims, and consent to use your photograph and contact information.

Please be sure to verify your session before purchasing.
A $55 administrative fee will be assessed for each transfer/substitution.