Market Areas > Corporate Finance > Form W4

Form W-4: Effective Processing and Compliance Procedures

Course Description:

There’s more to Form W-4 than you think.  In fact, there’s so much information to consider it’s easy to find yourself overwhelmed.  Join CCM and renowned payroll expert, Vicki Lambert, in this invaluable audio program to get the answers to questions like:

• Can an employee claim exempt?
• Can an employee list a flat dollar amount on their Form W-4?
• Does the payroll need a state form or can they accept the Form W-4 for both?
• Do nonresident aliens complete the form the same as U.S. citizens and resident aliens?

Plus, in just 75 minutes, Vicki will make sure you’re up to speed on what’s current, what’s changing, and how to ensure compliance with Form W-4. You’ll also get straightforward answers to common questions and effective strategies you can use to streamline your Form W-4 process right now, including:           

• What changes have been made to the Form W-4 for 2008
• The effective date of new and revised Form W-4 information
• Effective methods for handling incomplete or improperly completed forms
• When you must send Form W-4 to the IRS — It’s not what you think!
• Effective strategies for streamlining your processing procedures you can use right now
• How to withhold federal taxes in the absence of a valid Form W-4
• The difference between an invalid form and a “questionable” one
• The record retention requirements for Form W-4
• How to make employee verification part of your Form W-4 process
• Tips on setting up an electronic system for Form W-4
• State equivalent forms versus Form W-4
• When an employee must submit a new form versus when they may submit a revised form
• How to deal with visas and Form W-4

FEATURED FACULTY:

Vicki M. Lambert, CPP, President, Lambert & Associates

Vicki M. Lambert, CPP is the President of Lambert and Associates, a payroll training firm. In business since 1989, the firm is a leader in providing employers with payroll education and research.  Ms. Lambert has a Bachelor’s degree, Magna Cum Laude in Personnel Management and is a Certified Payroll Professional (CPP) with over 28 years of multi-state payroll experience. 

Ms. Lambert has lectured extensively throughout the United States on payroll administration and compliance issues for clients that have included ADP, CCH, Incorporated, Ceridian Employer Services and others.  She has conducted in-house training programs for such clients as Fox Studios, County of Riverside CA, Sun Microsystems and others. She is a former board of advisor member for the CCH, Incorporated “Payroll Management Guide” and has authored, co-authored, or edited numerous payroll publications and newsletters.

MONEY-BACK GUARANTEE:

We're so confident you'll get what you want out of this conference that we'll refund every penny if you're not completely satisfied. No questions asked! It's 100% risk-free!

Pricing:

APPROVED FOR RECERTIFICATION CREDIT:

HRCI - Receive 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.