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Speaker:


Patrick Haggerty

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.

Live Webinars

Chronicles

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This training program will engage attendees in a discussion on whether an expense reimbursement qualifies for exclusion from employee wages. It will offer stringent guidelines on what is required to substantiate various expenses and benefits under an account plan.

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will cover the tax compliance for employee business expense reimbursements under both accountable and non-accountable employee business expense plans. Accountable plans allow the employer to exclude expense reimbursement from employee wages. Accountable reimbursement plans have strict documentation and recordkeeping requirements and require timely reporting and return of excess reimbursements by employees. In addition, per diem arrangements can be used in lieu of actual substantiation. The webinar will include discussion of these requirements as well as how to report reimbursements that do not qualify under the accountable plan rules and must be included in employee wages. In this webinar expert speaker Patrick A Haggerty, will help attendees that how to manage account properly and report expense reimbursements and facilities provided to employees in compliance with IRS requirements. 

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will cover the latest updates for Form 1099, focusing on Form 1099-MISC and filing and furnishing 2018 forms. The session will also cover specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will also cover important filing due dates, the safe harbor requirements for de minimis dollar amount errors, and the due diligence steps that establish the reasonable cause exception to propose penalties.

The regulatory landscape for Form 1099 compliance keeps shifting as the Congress attempts to balance the jobs growth with narrowing the tax gap and the IRS attempts to address fraud and identity theft issues involving information returns including 1099 Forms. Over the past decade, numerous changes have been fostered in the policies and regulations. While some changes have been implemented and others have been repeated, all of them created compliance challenges for businesses.

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting guidelines. It will cover important changes to the filing due dates and the new safe harbor requirements for de minimis dollar amount errors. It will also cover penalty provisions and exceptions to the penalties, due diligence procedures, exceptions to penalties including reasonable cause, common errors, and correction of errors.

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will offer participants an understanding of the payroll tax and compliance implications of conducting business within a state. The issue of nexus and its implications for a business will be covered including when an employer is liable for the collection and payment of income tax and state unemployment tax.

Discussion will include general requirements regarding state withholding, collection and payment of tax, reporting requirements, special rules regarding fringe benefits and supplemental pay, and the effect of reciprocal agreements.

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting guidelines. It will cover filing due dates including the accelerated due dates for 1099-MISC Forms with an entry in box 7, and the safe harbor requirements for de minimis dollar amount errors. It will cover penalty provisions due diligence procedures, and exceptions to penalties including reasonable cause, common errors, and correction of errors.

Industry: Banking and Finance

Duration: 90 Minutes

Recorded Session

This webinar will cover the latest updates for Form 1099-MISC, as well as the new version of Form 1099-NEC. It will cover specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting guidelines.

The webinar will cover filing due dates, penalties for late filed and late furnished returns. It will also discuss the various ways to prevent and mitigate penalties including the safe harbor provisions for de minimis dollar amount errors and the important “reasonable cause” defense. It will also cover steps that can be taken to prevent penalties such as taxpayer identification number verification, backup withholding, handling B-notices, filing procedures and correcting errors.