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
By: Patrick Haggerty
May 9, 2024
When Employees Travel: Wage and Expense Rules Employers Must Know
Travel pay computations can be complex and confusing, even for experienced payroll professionals. The FLSA and state wage and hour laws require employers to pay employees for all hours worked and inc…
Industry: Banking and Finance Duration: 90 Minutes Time: 10:00 AM PDT | 01:00 PM EDT
Chronicles
By: Patrick Haggerty
Recorded Session
Reimbursing Employees For Expenses: Navigating Taxes
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 …
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Employee Business Expense Reimbursement: Tax Compliance for 2019
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 empl…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Due Diligence steps for Form 1099
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…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099 : Latest Forms, Rules and Reporting Regulations
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…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099- MISC Compliance, Due Diligence, Reporting Requirements - Latest Updates
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…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099-MISC Compliance: How to Minimize Errors in 2020
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, …
Industry: HR Compliance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Supplemental Pay Essentials - Severance Pay, Deferred Compensation, Recordkeeping and Fringe Benefits
This training program will help attendees distinguish between supplemental wage payments and regular wage payments and help them identify wage payments that are neither supplemental nor regular. I…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099: Latest Forms, Rules and Reporting Regulations
This webinar will discuss reporting 2020 information as required on Forms 1099-MISC and 1099-NEC in early 2021 as well as expected updates to the forms for reporting 2021 information. New for 2020…
Industry: Banking and Finance Duration: 60 Minutes
By: Patrick Haggerty
Recorded Session
The Form 1099 and W-9 Update - Complying with IRS Information Reporting
For years the IRS has struggled with the independent contractor and tax collection. In assessing opportunities to close the tax gap (taxes due but not reported or paid), one of the greatest …
Industry: Banking and Finance Duration: 100 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099 Update 2022: Latest Forms, Rules and Reporting Regulations
This webinar will cover the latest updates for Form 1099-MISC and Form 1099-NEC. It will cover specific reporting requirements for various types of payments and payees, filing requirements, withho…
Industry: Banking and Finance Duration: 120 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099 -MISC and 1099-NEC Due Diligence
This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC. It will also cover changes to the Forms for 2022 and expected …
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Supplemental Pay Essentials: Special Withholding Rules For Bonuses, Severance Pay, Commissions And Fringe Benefits
Supplemental pay includes compensation such as overtime premiums, bonuses, severance pay, and fringe benefits. It is an important component of employee compensation but has its own set of withhold…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Multi-State Tax Issues for Payroll 2023
There are significant compliance issues for employers when employees cross state lines in the course of employment. Frequently, multi-state employment issues arise when the employer has business l…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099 Update 2023: Latest Forms, Rules and Reporting Regulations
This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will also cover changes to the 2023 Forms an…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form 1099 Update 2024: Latest Forms, Rules and Reporting Regulations
This webinar will cover the latest updates for Form 1099-MISC and Form 1099-NEC. It will cover specific reporting requirements for various types of payments and payees, filing requirements, withho…
Industry: Banking and Finance Duration: 90 Minutes
By: Patrick Haggerty
Recorded Session
Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding
Obtaining Form W-9 is the first step in assuring compliance with information return reporting requirements. The Form provides information required to determine if the business needs to file an inf…
Industry: Banking and Finance Duration: 90 Minutes