Wage & Hour

Form W-4: Rules You Must Know and Best Practices for 2013

Presented by Vicki M. Lambert
Recorded on: Wednesday, November 14, 2012
Duration: 90 minutes
Prerequisites: None
CE Credits: 1.5 HRCI Credits awarded upon completion
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As a payroll professional, you know how complicated a “simple” form like a W-4 can be. Can an employee list a flat dollar amount on their Form W-4? Does payroll need a state form, or can it accept the Form W-4 for both? When can an employee claim that he or she is exempt? Do nonresident aliens complete the form just as U.S. citizens and resident aliens do?

In this 90-minute webinar, payroll guru Vicki Lambert will uncover the best practices you need to know for dealing with the W-4. By attending this webinar, you’ll learn the ins and outs, including the latest updates to W-4 filing to help ensure your compliance.  

You’ll Learn:

  • How to handle incomplete or improperly completed forms
  • When to send Form W-4 to the IRS — It may surprise you!
  • How you can streamline your processing procedures right now
  • Best practices for withholding federal taxes in the absence of a valid Form W-4
  • Invalid forms versus “questionable” ones
  • What you must know about retention requirements for Form W-4
  • How to incorporate employee verification as part of your Form W-4 process
  • Strategies for setting up an electronic system for Form W-4
  • The role of state equivalent forms
  • How to determine whether employees must submit a new form versus when they may submit a revised form
  • How to handle visas and Form W-4

Who Should Attend:

  • Payroll managers and analysts
  • Accounting staff
  • CFOs and financial executive management
  • Human resources professionals
  • Third-party administrators
  • Auditors
  • Business managers and supervisors
Vicki M. Lambert Vicki M. Lambert
Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States as well as serving as an in-house trainer for businesses such as Sun Microsystems, Fox Studios, Disney, County of Riverside and the City of Hesperia. Ms. Lambert currently produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA.

CE Credits:
HRCI This program has been approved for (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Please be sure to note the program ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.