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Education

Title

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.

NEW FOR THIS YEAR’S CLASS!

  Updates on the U.S. Department of Labor’s final rules, including the “white collar” exemptions and joint employer regulations

  More guidance on SECURE 2.0 Act changes

  Recent IRS changes employers need to know to file correctly

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

2024 Course Brochure

2024 Pricing

MemberColleagueNon-Member
$580.00 USD$700.00 USD$850.00 USD
Individual Webinar Segments
MemberColleagueNon-Member
$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? View additional Year-End courses 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

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 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.
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.