Earn free CPE credits
To help make it easier for our accounting-professional partners to fulfill their continuing professional education requirements, Paychex offers convenient, flexible ways to earn CPE credits.
Live CPE webinars - Register now
Monday, July 6, 2020
2 p.m. ET
1 CPE credit
The IRS has released the final version of Form 941 to be used with the second-quarter 2020 filing. The revised form includes extensive updates to account for new employment tax credits related to COVID-19 legislation. The form also provides reconciliation of any advances received of the tax credits, as well as necessary reporting of deferred amounts of the employer portion of the Social Security tax.
In this webinar, you’ll learn the details of the new sections and reporting elements, as well as important process requirements. This information will help prepare you to respond to client inquiries. It will also enable you to advise your clients of accurate and effective solutions regarding these significant changes.
Register and view all webinar detailsJuly 30, 2020
2 – 3 p.m. ET
1 CPE credit
As small and mid-sized businesses begin to return to work, managing onsite employee health and safety is a top concern*, according to a recent Paychex survey. Despite this focus, however, there are still employees who may not be able to (or who refuse to) return to the workplace. With these new challenges, your clients may be relying on your advice more than ever before.
Join this webinar that reviews how business owners can address these refusal-to-return situations, including: options for helping employees overcome the various challenges they may be facing; accommodating those who may be at higher risk to enable them to return; best practices for employers to navigate the relevant laws and regulations; and more. The knowledge gained may provide valuable opportunities to enhance your advisory role and help ensure your clients are best prepared to reopen their businesses safely and efficiently. (This webinar is not eligible for IRS continuing education credit)
*Paychex conducted four separate online surveys of 300 principals of U.S.-based businesses with 2 to 500 employees. Wave 1 was fielded April 17-20; Wave 2, April 24-27; Wave 3, May 1-4, Wave 4, May 15-17. Each survey has a +/-5.66% margin of error.
Register and view all webinar details
Online, self-study courses - Free CPE credits
Register for the Paychex Accountant Knowledge Center (for free!) and get 24/7 access to online CPE courses you can complete at your convenience, from any desktop or mobile device.
Topics include:
- Ethics
- Planning, budgeting, and forecasting
- Corporate tax
- Tax planning with life insurance
- Sales and use taxes
- Real estate tax issues
- S-corp eligibility and election
On-site CPE seminars
Click a seminar below for complete details. To request a seminar at your office, fill out this short form.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
This is a comprehensive seminar about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, the most significant retirement legislation in more than a decade.
Learning Objectives:
- Review the provisions of the Act
- Discuss details on the new tax credits
- Highlight the benefits of a 401(k) plan
- Discuss tax strategies that can benefit your clients
2 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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 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, Form W-2 reporting, and Employer Shared Responsibility (ESR).
Learning Objectives:
- List the ACA provisions that have the greatest impact on you and your clients
- Describe how the ACA provisions can provide an opportunity for a proactive and consultative role with your clients
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/Human Resources
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/Human Resources
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Taxes
Paychex is proud to announce a comprehensive seminar on Federal Tax Credit Programs in the U.S. This session reviews a few of the most popular federal tax incentives that are available to businesses today, and provides a foundation to help you determine the savings that these tax credits may provide your clients.
Learning Objectives:
- Identify common federal wage-based and technical tax credits
- Discuss business qualifications
- Review employee and wage qualifications
- Identify necessary IRS and certification forms
- Highlight consulting opportunities
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
In this session we will explore the fiduciary responsibility provisions of the Employee Retirement Income Security Act (ERISA) with respect to retirement plans, most specifically a 401(k).
Learning Objectives:
- Review the definition of fiduciary responsibility
- Discuss who the plan fiduciaries are and what their duties entail
- Highlight the importance of fiduciary liability
- Identify consultative opportunities
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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.
2 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/Human Resources
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.
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.
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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.
1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Specialized Knowledge
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.
Past webinar recordings
CalSavers Retirement Program and Overview of the Secure Act: Are Your clients aware?
This on-demand webinar will give CPAs and other financial professionals the information they need to advise their clients on CalSavers and the Secure Act. Topics will include:
- CalSavers program details
- Other retirement plan options such as a 401(k)
- Employer tax credits from the Secure Act
- Fiduciary responsibilities
- Important deadlines
(Please note: This recording is not eligible for CPE credit.)
HR Issues Continue to Evolve: Strengthen Client Relationships with HR Advisory Support: With an ever-increasing complex business environment requiring a significant investment of time by employers to keep up with regulatory and human resource demands, you are positioned to add insights about the challenges without needing deep HR expertise. This session provides details on the opportunities accountants have to advise on HR areas and provide clients with effective resources to assist. (This webinar is not eligible for IRS continuing education credit)
Paycheck Protection Program Loan Forgiveness: Impact of the PPP Flexibility Act of 2020: If you're looking to help clients work through the complexities of the Paycheck Protection Program loan forgiveness process, this session provides a summary and background of the benefits of PPP loan forgiveness and how the PPP Flexibility Act impacts provisions such as the covered period. You'll also gain insight on the forgiveness application process. (This webinar is not eligible for IRS continuing education credit)
Managing Virtual and Remote Work Teams: Looking to support your firm's and your clients' efforts to achieve the most success with managing remote work teams? This recorded session provides details that can help prepare you with the right tools, protocols, expectations, and workplace culture. Based on what employers and employees are experiencing during the coronavirus pandemic, virtual work teams and remote employees may become the way businesses decide to operate – and this may be a consideration for you, your firm, and your clients. (This webinar is not eligible for IRS continuing education credit)
Best Practices to Help Prepare Clients for Workplace Interruptions: This webinar reviews suggested steps to help accountants prepare clients to respond to the unforeseen challenges that impact employees and customers, and protect clients by sharing information on upholding laws and regulations before and after a major workplace interruption. (Note: This course is not eligible for CPE or IRS CE credit)
April 8 session - Families First Coronavirus Response Act – How to Calculate Tax Credits: This webinar provides instruction to accounting professionals on how to perform detailed computations of the credit calculations, how to determine which business clients qualify for the credits (employers and self-employed individuals), and the limitations that apply to the credits. (Note: this recording is not eligible for CPE or IRS CE credit)
Families First Coronavirus Response Act – How to Calculate Tax Credits: This webinar provides instruction to accounting professionals on how to perform detailed computations of the credit calculations, how to determine which business clients qualify for the credits (employers and self-employed individuals), and the limitations that apply to the credits. (Note: this recording is not eligible for CPE or IRS CE credit)
The SBA Economic Injury Disaster Loan Program: This webinar details the program, funded through the Small Business Administration, and provides information to help your clients whose businesses that have been impacted by the COVID-19 pandemic. Businesses are eligible for these loans only if they are located in a declared disaster area. (Note: this recording is not eligible for CPE or IRS CE credit)
SECURE Act - A Game Changer for Retirement Plans: This webinar details the benefits provided by the SECURE Act that your clients can take advantage of if they establish a retirement plan. Hosted by CPA.com, you will learn about the increased tax credits for eligible employers, the ability to add a key recruitment tool, and much more. (Note: this recording is not eligible for CPE credit)
Retirement Outlook - Rise of State-Mandated Retirement Plans: In this session, you'll earn how to prepare to answer questions from clients about what actions they must take and when to address their compliance obligations regarding state-mandated retirement programs. Moderators also discuss other retirement plan solutions and how to advise on these options. (Please note: These recordings are not eligible for CPE credit)
Top Federal Payroll and Employment Requirements for the New Year: Learn about the key federal payroll and employment-related regulations for 2020 such as healthcare reform, employment law, and retirement plan administration. This session will help you better prepare to respond to client questions and enhance consultative opportunities. (Please note: These recordings are not eligible for CPE credit.)
Emerging State Legislation: Top Issues Impacting Your Clients: This previously recorded session included a panel of CPAs and HR experts discussing some key regulations at the state and local level. Learn about strategies and helpful tips to help your firm and your clients understand the potential impact. (Please note: These recordings are not eligible for CPE credit.)
Cybersecurity for Tax Professionals: If your firm stores clients' personal information, then it should have a basic understanding of how to protect that data. In this session, you'll learn - in nontechnical language - how to familiarize yourself with cybersecurity risks and basic strategies on how to develop internal controls. (Please note: This recording is not eligible for CPE credit.)
Hot Tax Topics at Year-End: Learn how new legislation, tax forms, cryptocurrencies, and federal and state developments affect our tax systems and compliance obligations, as well as strategies to stay on top of the changes required for year-end planning. (Please note: These recordings are not eligible for CPE credit.)
Strategies to Help Clients Find and Keep Talent: If your clients are struggling with employee turnover, you can better position yourself as a business consultant by learning and sharing strategies from this previously recorded one-hour webinar by CPA.com and Paychex on recruiting and retaining talent in a tight labor market. (Please note: These recordings are not eligible for CPE credit.)
Benefits of a 401(k) Safe Harbor Plan: This previously recorded session explains the differences between a traditional 401(k) and safe harbor (401(k) plan, plus the significant advantages that offering a retirement plan for employees can have to your clients, including reducing their tax liability and helping enhance their recruitment efforts. It also discusses strategies in using knowledge about 401(k) retirement plans to help identify consultative opportunities. (Please note: These recordings are not eligible for CPE credit.)
Helping Clients Control Healthcare Costs: This previously recorded session offers information on healthcare benefits accounts such as HSAs, FSAs, and HRAs so you can prepare to help clients be better equipped to find a cost-effective health insurance solution for their company. This webinar discusses how to leverage the unique features of benefits accounts, as well as the regulations, reporting, and tax savings associated with them. (Please note: These recordings are not eligible for CPE credit.)
