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Date / Time / Location

Thursday, November 7, 2019
1:30 PM - 5:00 PM

Webcast

CPE Credits

  • 4.00 CPE Credits in TX

Pricing

  • $139.00 - Member
  • $139.00 - Non Member

Course Developer

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099, and related compliance issues.

Designed For

CPAs in public accounting and industry with responsibility for payroll tax compliance.

Benefits

  • Distinguish an employee from an independent contractor and understand the relief available to employees who misclassify
  • Understand the withholding requirements for FICA and federal income taxes for Forms W-2 and 1099, including back-up withholding
  • Comply with the quarterly and annual reporting for employment tax deposits and filings
  • Examine employer requirements regarding Form W-4

Highlights

  • Statutory employees, independent contractors, and possible changes to §530 relief
  • Using SS-8
  • Payroll Tax Penalties -- Who is a responsible person?
  • Forms W-2, 1099, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates

Course Level

Basic

Prerequisites

None

Advance Preparation

None
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Deborah Phillips

Deborah A. Phillips, CPA, MST
Surgent Professional Education

Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. Debbie has been very successful petitioning and resolving tax issues under the jurisdiction of the United State Tax Court. She is proficient in the Section 199A provisions and computations as well as all aspects of the Tax Cuts and Jobs Act of 2017. She works with various CPA firms during tax season preparing all types of tax returns. In addition, she utilizes her forensic accounting skills for tax preparation of clients involved in potential IRS criminal prosecution. Debbie retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS), where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I. Debbie worked for the IRS for over 32 years. She has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry, and the IRC Section 263A Technical Advisor. Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for approximately 20 years as well as a textbook author. In 2015 through 2017, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Debbie earned her master’s degree in taxation from Widener University.

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Pre-Registration Closed

Online pre-registration for this event is now closed.