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
Thursday, Nov. 5, 2020
2 p.m. ET
1 CPE credit
Presented by: Paychex and Wolters Kluwer
The IRS updated its guidelines for data and cybersecurity, placing new responsibility for the security of taxpayer’s personal information on tax preparers. Attend this webinar and uncover more knowledge on cybersecurity and how to protect your clients’ personnel information you collect and store. You’ll learn about data breach and cybersecurity risks, internal controls, as well as recent issues related to the COVID-19 pandemic.
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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
Past webinar recordings
Q3 Form 941 Changes and Related Updates: Employers will have to prepare for additional changes - there were more than 20 on the Q2 form - for third-quarter filing, including updates to account for new guidance on deferring the employee portion of Social Security taxes. This recorded webinar details new reporting elements on Q3 Form 941, as well as important process requirements and other related updates, to help prepare you to respond to client inquiries and enhance your advisory role. (This recording is not eligible for CPE credit.)
Key HR Insights - Help Clients Build Their Best Workforce: As a trusted business advisor, you have had to respond to the complexities of the COVID-19 pandemic, while also fueling efficiency, providing stability, and managing clients. In this CPE webinar, we'll review findings from the 2020 Paychex Pulse of HR Survey that has insights on how HR decision-makers are overcoming the challenges of today’s workplace. (This recording is not eligible for IRS continuing education credit)
COVID-19 and the Changing Insurance Landscape: With businesses today facing risks as a result of the pandemic - forced closings, lost revenue, and having to furlough workers - your clients may be relying on your advice. This webinar reviews how to best navigate the current insurance landscape to help clients better protect their business, their employees, and their cash flow. (This recording is not eligible for CPE credit)
Understand How Recent Legislation Affects Your Clients' Retirement Plans: Your clients might be looking for opportunities to respond to the impact the COVID-19 pandemic had on the financial lives of their employees in ways that have a positive impact on them and the business. Implementing or continuing to maintain a company 401(k) plan can help accomplish this. This webinar, sponsored by Paychex and CPA.com, includes details on the latest retirement legislation and tax strategies, and the benefits of a workplace 401(k). (This recording is not eligible for CPE credit)
Refusals to Return to Work - Childcare, Vulnerable Populations, and Other Employee Challenges: Be prepared to consult with your business clients on any questions they might have as their employees return to work, including managing onsite health and safety concerns. This webinar reviews how business owners can address refusal-to-return situations including accommodating those who may be at higher risk, best practices for how to navigate the relevant laws and regulations; and more. (This recording is not eligible for CPE credit)
Revised Form 941 Released: Must-Know Information on the Changes: Learn about the new sections and reporting elements of the final version of Form 941 that clients will need to use with second-quarter reporting. There are also important process requirements that are new. Be prepared to respond to client inquiries and advise your clients about accurate and effective solutions regarding extensive updates made on the form to account for new employment tax credits related to COVID-19 legislation. (Please note: This recording is not eligible for CPE credit)
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)
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.
