2 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None

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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2 CPE Credits
Course Level: Intermediate
Prerequisite: None
Preparation: None

The selection of a business structure is an important decision that impacts all aspects of a business from taxes to participation in retirement and section 125 plans. This seminar looks at various business entities from an employee benefits perspective, and reviews the basic advantages and disadvantages of sole proprietorships, partnerships, corporations, subchapter corporations, and limited liability companies.

Learning Objectives:

• Discuss the criteria for selecting a business entity.
• Summarize the basic advantages and disadvantages of various types of business entities.
• Review the impact of 401(k) and section 125 plan participation for business entities.

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1 CPE Credits
Course Level: Basic
Prerequisite: None
Preparation: None

The Economic Stimulus Plan, signed into law on February 17, 2009, provides many new tax incentives as well as new employer requirements. Some of the requirements are already in effect, so it is possible that you have clients currently out of compliance. This seminar will cover the most current information about payroll and COBRA regulations, in addition to specific employer obligations.

Learning Objectives:

• Review details on the "Making Work Pay" provision.
• Identify the new COBRA continuation requirements.
• Review the revised payroll Form 941 — effective for first quarter 2009.
• Discuss time frames, due dates, and immediate actions that may be necessary.

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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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2 CPE Credits
Course Level: Intermediate
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This session reviews opportunities for maximizing the efficiency of your clients' Human Resources department. The ideas covered in the session can apply to almost any of your clients, and we'll show you that with a little knowledge and initiative, you can provide significant client value.

Learning Objectives:

• Discuss consulting opportunities regarding background checks to help your clients hire the right employees.
• Review proactive ways your clients can use the Internet for broad-based human resources needs.
• Discuss client consulting opportunities regarding the regulations and requirements associated with COBRA administration.

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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

This session is designed to help you identify new opportunities to consult with clients about payroll and human resource-related matters. By ensuring your clients address these areas wisely, you can provide a valuable service and strengthen your relationships with them.

Learning Objectives:

• Discuss consulting opportunities related to compliance with certain FSLA regulations.
• Identify areas of opportunity regarding employee time and attendance tracking.
• Review proactive ways to control state unemployment insurance costs.
• Highlight considerations to help clients control workers' compensation costs and cash flow.
• Discuss client benefits and value in implementing a section 125 plan.

Enroll today.

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Intermediate
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

The SUI seminar provides information regarding state unemployment insurance by discussing the rating system and examples of calculations. Employers affected by FUTA and SUI are identified.

Learning Objectives:

• Discuss the history of unemployment insurance.
• Explain the federal and state unemployment insurance connection.
• Recognize the tax and reporting requirements of state unemployment taxes.

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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

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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1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None

The basics of workers' compensation insurance are addressed including the fundamentals of workers' compensation law, its background, and requirements.

Learning Objectives:

• Describe the background and legal requirements of workers' compensation.
• Identify and describe how an employer obtains a workers' compensation policy, who is covered, how premiums are calculated, liabilities, and penalties.

Enroll today.