W-2 & W-4 Payroll Regulatory Reporting Update - 2025
Date: Friday, October 3, 2025
Instructor: Miles Hutchinson
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Learn the latest updates on Form W-4 and Form W-2 wage and withholding reporting. This webinar will prepare your staff for this filing year, improve your employee reporting set-up and maintenance practices, and reduce your risk of complaints from the IRS. Experienced businessman Miles Hutchinson will review the current law and regulations regarding the filing of Forms W-2 and will provide practical guidance in these areas that have become the subject of increasing IRS scrutiny.
Who Should Attend
This course will be invaluable for Accountants, CFOs, Payroll personnel, Human Resources, Accounts Payable personnel, Tax Managers and Attorneys.
Topics Covered
- Review legal and regulatory changes for the reporting year including the electronic filing mandate
- Benefits/credits about to expire
- Retirement funding – new thresholds
- Updated forms, including the latest form W-4
- Review of Form W-2 and special use reminders
- Reporting the cost of employer sponsored health coverage – which employers are affected, which employers must report, what to report, valuation methods, etc.
- How to efficiently execute an electronic W-4 program
- Verifying employee social security numbers online – two agencies offer different methods
- Electronic filing with the SSA using Business Services Online (BSO) – the requirements and benefits
- Review the threshold for electronic filing
- Where to turn when you want to transmit employee copies of W-2’s electronically
- What your company can do to minimize resource consumption when complying with this regulatory reporting requirement
- What if you make a mistake? Corrections and penalties
Learning Objectives
- Identify the latest updates on Form W-2 and Form W-2 wage and withholding reporting
- Recognize how to prepare your staff for this filing year
- Identify employee reporting set-up and maintenance practices
- Recognize how to reduce your risk of complaints from the IRS
- Identify the dollar limitation used in the definition of a highly compensated employee for nondiscriminatory testing in 2025
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of W-2 & W-4 Payroll
Advance Preparation
None
