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Education & Certification


Preparing for Year-End and Next Year

Preparing for Year End

Program Overview

This seminar addresses the complex compliance issues of year-end, including the latest changes in legislation and regulations that affect the close of one year and the beginning of the next.

  • Aggregation of information returns for the lowered electronic filing threshold (Forms W-2, 1099 series, and ACA forms)
  • Expansion of electronic filing for amended employment tax returns, including Form 941-X
  • Updates on SECURE 2.0 Act

  Attendees will receive a customizable year-end checklist in Excel to help ensure compliance when closing out 2024!

2023 Course Brochure

2024 Pricing

$580.00 USD$700.00 USD$850.00 USD
Individual Webinar Segments
$199.00 USD$229.00 USD$299.00 USD

Learning Objectives

  • Get the latest adjustments for 2024, including retirement plan contribution limits and SUI wage bases
  • Understand how the lowered electronic filing threshold for information returns will impact your organization
  • 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? Four additional Year-End courses are offered.

Delivery Options

 • One-day In-Person Class
 • One-Day Interactive Virtual Classroom
 • Two Half-Day Interactive Virtual Classroom
 • Four-part live webinar series
 • Four-part webinar on demand series


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 Classroom (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 Classroom (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.
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 and Health and Safety Procedures

Please read our Event Policies regarding registration, transfers, substitutions, cancellations, refunds, travel arrangements, and consent to use your photograph and contact information, and our Health and Safety Policies (note: as of January 2023, proof of COVID-19 vaccination or a negative test is no longer required for entry to in-person events).

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