Free On-Site CPE Seminars

Invite your local Paychex representative to present on-site CPE Seminars, and learn firsthand how to help your clients manage their businesses. Topics range from 401(k) and benefit plans, to human resource compliance, and payroll taxes. You can even educate your entire staff by scheduling a firm-wide CPE seminar.

To enroll in one of the on-site CPE seminars below, please use our simple seminar request form or contact your local Paychex representative.

• 401(k): A Retirement Plan Option
• Employee vs. Independent Contractor
• Exempt vs. Non-Exempt - Identifying Employee Classification
• Fee Disclosures: Client and Participant Fee Disclosures and What They Mean to You
• Fringe Benefits
• Health Care Reform: "Must Know" Information for Accountants
• Health Insurance — Navigating Plans and Options for Businesses
• Health Savings Accounts
• How to Incorporate a Section 125 Plan
• Managing Human Resource Issues
• Payroll and Personnel Consulting Opportunities
• Payroll Taxes for Household Employees
• Payroll Taxes for New Business Start-Ups
• Payroll Taxes for Resident and Nonresident Aliens
• Restaurant Payrolls
• Roth 401(k) Contribution
• Top Five Personnel Issues and the Role of the CPA

401(k): A Retirement Plan Option

2 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None

This is a comprehensive seminar on the benefits of retirement planning. Different plans are discussed highlighting advantages for businesses trying to enhance their benefit package.

Learning Objectives:

• Recognize and identify the various types of retirement plans available including their requirements, advantages and disadvantages.
• Identify the impact of the Economic Growth and Tax Relief Reconciliation Act to retirement plans.

Enroll today.

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Employee vs. Independent Contractor

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This is a comprehensive seminar clarifying the classification of workers as either employees or independent contractors. This seminar familiarizes employers with the factors which determine whether a worker is an employee or independent contractor.

Learning Objectives:

• Clarify the classification of workers as employees or independent contractors.
• Identify factors to determine worker classification.
• Recognize employer responsibilities with employees and independent contractors.

Enroll today.

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Exempt vs. Non-Exempt - Identifying Employee Classification

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

The Fair Labor Standards Act that sets forth employee classifications is discussed along with the various tests used to determine employee status. The basic guidelines, rules, and regulations for paying employees in these classifications are also reviewed.

Learning Objectives:

• Identify the criteria used to determine exempt or non-exempt classification.
• Discuss basic descriptions of exempt vs. non-exempt positions.
• Identify tests to determine exempt or non-exempt status.

Enroll today.

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Fee Disclosures: Client and Participant Fee Disclosures and What They Mean to You

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This is a comprehensive seminar regarding the regulations around fee disclosures for retirement plans and what is necessary for you and your clients to have the proper procedures in place.

Learning Objectives:

• Review the details of the fee disclosure requirements.
• Discuss the impact the regulations will have on plan sponsors, participants, and your firm.
• Highlight important resources for you to review.

Enroll today.

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Fringe Benefits

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This seminar looks at various taxable and nontaxable fringe benefits. Topics include requirements that must be followed to report benefits as nontaxable. Valuation methods, withholding, depositing and reporting rules of taxable benefits are among the many topics also discussed.

Learning Objectives:

• Recognize various non-taxable fringe benefits, and identify the circumstances and requirements which allow for this tax exemption.
• Determine the taxation of non-cash fringe benefits.
• Discuss how to accurately withhold, deposit, pay and report taxable fringe benefits.

Enroll today.

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Health Care Reform: "Must Know" Information for Accountants

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This session reviews the new requirements resulting from Health Care Reform. You will learn how your clients can benefit from, and stay compliant with, the key provisions, such as the Small Business Tax Credit, W-2 reporting, grandfathering, non-discrimination, and the CLASS Act.

Learning Objectives:

• Review the Health Care Reform Provisions that have the greatest impact on you and your clients.
• Discuss how the new provisions provide an opportunity for accountants to play a proactive and consultative role.

Enroll today.

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Health Insurance — Navigating Plans and Options for Businesses

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

Join us for this live seminar and get the information necessary to help your clients make informed decisions about health insurance and their business. Learn about how offering health insurance can benefit your clients and their employees and the key considerations for an effective health insurance plan.

Learning Objectives:

• Review types of plans available
• Identify ways to make health insurance more affordable
• Discuss the responsibilities as a business owner in offering a group insurance plan
• Review how to assist your clients in choosing the right plan to meet their needs

Enroll today.

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Health Savings Accounts

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This seminar describes the requirements for establishing and making contributions to a health savings account. It explains how a health savings account works with a high-deductible health plan and a flexible spending account to manage health care costs. The seminar provides a foundation to help you determine the value a health savings account can provide your clients.

Learning Objectives:

• Define basics surrounding a health savings account.
• Identify requirements for participation in a health savings account.
• Describe requirements for establishing and making contributions to and distributions from a health savings account.
• Identify IRS reporting requirements.
• Review considerations for participating in a health savings account.

Enroll today.

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How to Incorporate a Section 125 Plan

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This seminar outlines the federal regulations that affect the implementation of a section 125 plan. It includes detailed information regarding premium only plans and flexible spending accounts.

Learning Objectives:

• Describe benefits of a section 125 plan.
• Define and discuss section 125 premium only plans and flexible spending accounts.
• Review the administration requirements of a section 125 plan.

Enroll today.

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Managing Human Resource Issues

2 CPE Credits
Course Level: Intermediate
Prerequisite: None
Preparation: None

This seminar discusses the various human resource issues affecting today's employers.

Learning Objectives:

• Discuss federal labor laws which apply to hiring an employee, day-to-day employment issues, and separation.
• Describe human resource guidelines for the life cycle of an employee, from hiring to separation.

Enroll today.

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Payroll and Personnel Consulting Opportunities

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This session is designed to help you identify new opportunities to consult with clients about payroll and human resource-related matters. By ensuring your clients address these areas wisely, you can provide a valuable service and strengthen your relationships with them.

Learning Objectives:

• Discuss consulting opportunities related to compliance with certain FSLA regulations.
• Identify areas of opportunity regarding employee time and attendance tracking.
• Review proactive ways to control state unemployment insurance costs.
• Highlight considerations to help clients control workers' compensation costs and cash flow.
• Discuss client benefits and value in implementing a section 125 plan.

Enroll today.

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Payroll Taxes for Household Employees

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This seminar discusses household employees from a payroll tax perspective and stresses the importance of identifying a household employee.

Learning Objectives:

• Recognize the classification standards in determining a household employee.
• Review the tax reporting requirements for household employees.

Enroll today.

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Payroll Taxes for New Business Start-Ups

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This comprehensive seminar will provide information on new business start-ups from a payroll tax perspective. Topics to be covered include how to identify an employee, payroll tax liabilities, self-employment taxes, wage and tax records, and resident and nonresident aliens.

Learning Objectives:

• Identify basic payroll tax liabilities and obligations.
• Discuss the procedures required to determine employee status.
• Discuss factors to consider when calculating payroll taxes.
• Identify payroll recordkeeping practices.

Enroll today.

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Payroll Taxes for Resident and Nonresident Aliens

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

Learn about resident and nonresident aliens from a payroll tax perspective. The seminar will review tests to identify resident and nonresident aliens, documentation requirements, payroll tax obligations, and payroll tax deposits and returns.

Learning Objectives:

• Define resident and nonresident aliens.
• Review tests and guidelines to determine alien status.
• Review documentation required in hiring an alien.
• Review employer payroll tax obligations.

Enroll today.

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Restaurant Payrolls

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This seminar explores the complexities of restaurant payrolls and the various tax implications that are applicable.

Learning Objectives:

• Distinguish between the responsibilities of restaurant employers and employees.
• Review the taxability of tips and meals.
• Explain tip reporting procedures for larger establishments.
• Differentiate between various tip reporting programs.
• Discuss the FICA tip credit.

Enroll today.

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Roth 401(k) Contribution

1 CPE Credit
Course Level: Intermediate
Prerequisite: None
Preparation: None

Learn how a Roth 401(k) contribution fits into the big retirement-planning picture. This seminar includes information on how it works, and how it is integrated into a 401(k) plan.

Learning Objectives:

• Describe Roth 401(k) plans.
• Describe Roth 401(k) contribution options and tax implications.
• Review nondiscrimination testing requirements.
• Describe how to handle Roth 401(k) distributions.
• Review primary considerations of Roth 401(k) contributions for plan participants and employers.

Enroll today.

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Top Five Personnel Issues and the Role of the CPA

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This session is designed to highlight five of the most common HR issues that many employers face during the life cycle of employment. By ensuring your clients address these areas wisely, you'll provide a valuable service and strengthen your relationships with them.

Learning Objectives:

• Discuss common HR issues faced during the life cycle of employment including; hiring, wage and hour laws, employment policies, workplace harassment, and discipline and termination.
• Identify consulting ideas pertaining to these HR-related issues.

Enroll today.

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For more information regarding administration policies such as CPE seminar complaints and refunds, please contact our offices at 800-828-4411, or complete our resolution form.