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

2 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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Employee vs. Independent Contractor

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/HR

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.

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Employer Shared Responsibility (ESR) Requirements in Health Care Reform

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

Attend this seminar and learn about the ESR requirements to prepare for the mandatory implementation in 2015.

Learning Objectives:

  • Attend this seminar and learn about the ESR requirements to prepare for the mandatory implementation in 2015.
  • Highlight examples and scenarios to illustrate specific requirements of the provisions
  • Identify potential impacts to your clients' businesses
  • Review employer responsibilities and how they may respond as a business, and
  • Identify resources and consultative opportunities surrounding ESR.

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Ensuring Proper Client Protection with Workers' Compensation and Business Insurance

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

This seminar reviews the importance and complexity of workers' compensation and business insurance management and how you can help your clients meet this burden.

Learning Objectives:

  • Discuss key elements of workers' compensation insurance in the United States.
  • Highlight the risks of non-compliance with state workers' compensation laws.
  • Review other important lines of business insurance.

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Exempt vs. Non-Exempt - Identifying Employee Classification

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/HR

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.

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Federal Wage-based Tax Credits

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes

Federal Wage-based Tax Credits are designed to encourage economic growth and create job opportunities in targeted areas. The seminar provides a foundation to help you determine the savings that these tax credits may provide your clients.

Learning Objectives:

  • Identify federal wage-based tax credits.
  • Discuss business qualifications.
  • Discuss employee and wage qualifications.
  • Identify necessary IRS and Certification Forms.
  • Identify consulting opportunities.

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Five Elements to Building a Thriving Firm

1 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

As we face this new economy, it is important for firms to proactively focus on what is necessary to maintain a growing, efficient, and profitable practice. Any firm can thrive — if it wants to — and operating a successful firm has never been more attainable. Attend this seminar to learn practical information and get inspiration on ways to help your firm thrive.

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Fringe Benefits

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes

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.

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Get Paid Faster - Shrink Your AR and Control When and How You Get Paid

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Business Management and Organization

In this economy, the success of a firm is often driven by the skill in getting paid and generating timely cash flows. This seminar reviews practical information and ideas to help your firm get paid faster, take advantage of technologies and methods available today, and manage this critical part of your business.

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Health Care Reform: "Must Know" Information for Accountants

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

This seminar focuses on the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act—collectively referred to as Health Care Reform. This session will help you understand 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 Health Insurance Exchanges, Small Business Tax Credit, Form W-2 reporting, grandfathering, and non-discrimination.

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Health Savings Accounts

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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How to Incorporate a Section 125 Plan

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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Managing Human Resource Issues

2 CPE Credits
Course Level: Intermediate
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/HR

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.

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Payroll Taxes for Household Employees

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes

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.

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Payroll Taxes for New Business Start-Ups

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes

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.

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Payroll Taxes for Resident and Nonresident Aliens

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes

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.

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Restaurant Payrolls

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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Roth 401(k) Contribution

1 CPE Credit
Course Level: Intermediate
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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The New Overtime Rule: How to Help Your Clients Respond and Comply

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/HR

This seminar reviews the expanded overtime protections and how it may impact your clients. The information covered may better prepare you to both respond to inquiries and proactively engage clients, further solidifying your position as their most trusted advisor.

Learning Objectives:

  • Review certain areas of the existing Fair Labor Standards Act
  • Discuss the new federal overtime regulations
  • Identify how your clients may be impacted by the changes
  • Highlight consultative opportunities to help your clients prepare to comply with the changes

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Top Five Personnel Issues and the Role of the CPA

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge and Applications

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.

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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.

Paychex Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org for these Group-Live programs.