Earn free CPE credits
One of the ways we say “thank you” to our accounting partners
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.
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Live webinars
Earn CPE credits from your office with complimentary webinars.
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Online courses
Earn CPE credits online by completing interactive self-study courses on a variety of topics. Access courses 24/7 via the Paychex Accountant Knowledge Center.
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On-site courses
Your Paychex representative can present on-site seminars wherever is most convenient for you.
Live CPE webinars
Join Paychex at valuable webinars that may help you identify opportunities to attract new clients and perhaps generate incremental revenue.
October 31, 2018
1 pm ET
1 CPE credit
Presented by: Paychex Inc., and Wolters Kluwer
Effective for the 2018 tax year, Section 199A allows a 20 percent deduction for “qualified business income.” This deduction applies to any business income earned outside of a C corporation.
Jim Hamill, CPA, Ph.D., will lead this session that reviews how this deduction works and provide answers to your clients’ most-asked questions about this money-saving opportunity for Schedule C filers and those in certain LLCs, S corporations, and partnerships.
Register and view all webinar detailsPast webinar recordings
Grow Your Business Leveraging Tax Credits: Are you having proactive, value-add conversations about tax credits? This practice may further help you retain your client base as well as grow your book of business. This webinar recording will highlight the savings your clients may be eligible for, and how connecting them with a trusted, experienced partner can assist them in maximizing their tax credit opportunities. (Please note: These recordings are not eligible for CPE credit.)
IRS Collections: "Must Know" Information to Help Your Small Business Clients Through This Process: This previously recorded session covers representation of small business collection cases within the IRS. Attendees can acquire practical knowledge and skills necessary to recognize tax problems and learn how IRS collections can impact their businesses. This webinar also examines tools and programs available to help your clients resolve small business tax debts, while mitigating the IRS collection action. (Please note: These recordings are not eligible for CPE credit.)
Maximize Retirement Planning & Consulting Opportunities: Leverage more of the tremendous opportunities available to help your clients save more for tomorrow, reduce today’s tax liability, and attract and retain the talent they need to succeed. In this webinar recording, you'll learn how to educate clients about employee savings programs, the fiscal benefits of retirement plans, and how you can better help clients choose the right plan for their business. (Please note: These recordings are not eligible for CPE credit.)
199A Deduction for Pass-Through Businesses: Paychex wants to help you be in a position to serve your clients needs as they prepare for year-end planning. This exclusive webinar on the 199A Deduction detailed what you’ll need to know about the deduction for pass-through businesses. (Please note: These recordings are not eligible for CPE credit.)
Online, self-study courses
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 or contact your Paychex representative.
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: Intermediate
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: Intermediate
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.
