Mr.Patrick A. Haggerty

Employers often provide travel advances, business expense reimbursement, or use of company property to employees. Employee expense reimbursement is one of the targets of a current IRS audit initiative. Unless expense reimbursements are made under an accountabl ...

This webinar will discuss updates to Forms in the 1099 Series for 2024. It will discuss information return reporting requirements and filing methods including the IRIS (Information Return Intake System) portal, how to access it and use it to file information r ...

The Employee Withholding Certificate, commonly known as the Form W-4, is an IRS form used by an employer to withhold the correct federal income tax from an employee’s pay. Starting in 2020 the W-4 differed significantly from the prior versions of the form. Th ...

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will also cover updates to the Forms and 2024/2025 and beyond electronic filing methods and requirements. Th ...

The session will cover organized approaches to development of internal control systems and controls based on the COSO frameworks, including risk assessment, development of the control environment, training of employees, and the objectives of the business. The ...

Employers often provide travel advances, business expense reimbursement, or use of company property to employees. Employee expense reimbursement is one of the targets of a current IRS audit initiative. Unless expense reimbursements are made under an accountabl ...

Supplemental pay includes compensation such as overtime premiums, bonuses, severance pay and fringe benefits. It is an important component of employee compensation but has its own set of withholding rules. This training program will help attendees distinguish ...

Issuers of 1099 Forms can adopt best practices and procedures that streamline the year-end process and provide assurance that 1099s are correct, at least so far as vendor names and tax ID numbers (TINs) are concerned. While certain errors in reporting dollar a ...

Accounts payable is not only responsible for control of cash paid by the business, but also handles sensitive vendor information such as tax ID numbers.  Adequate internal control is an essential element of accounts payable operations. Controls serve to protec ...

Recovering wage overpayments can be a time-consuming and sometimes challenging process for payroll professionals. Accuracy is an essential element in the payroll process, but error-free payrolls are rare. State laws governing the recovery of overpayments and a ...