Understanding the New Form W-4 for 2020

Wednesday, October 9, 2019 at 2pm ET           Duration: 90 minutes

The Internal Revenue Service (IRS) has released the second draft of the 2020 form W-4 along with publication 15 T which contains the withholding instructions. Compliance with the Tax Cuts and Jobs Act has forced the IRS to completely revamp this form for 2020. This webinar will review the latest (and nearly finalized) Form W-4 draft and its corresponding publication 15-T in great detail -- including several examples of calculating federal income tax withholding beginning January 1, 2020. We’ll also tackle the question of how to continue using prior year versions of the form W-4. (more details below)


WHY ATTEND

The redesigned Form W-4 replaces complex worksheets with more direct questions that (hopefully) make it easier for employees to determine their optimal withholding. The Treasury and the IRS are releasing the nearly finalized Form W-4 now so employers and payroll processors have time to review the new form and update their systems for next year. This session will give you the details of what you need to know so you’re prepared for the start of 2020.

LEARNING OBJECTIVES

This 90-minute session will include:

  • Discussion of the latest draft of form W-4 for 2020 -- what’s changes and what hasn’t
  • How to use the various new tables
  • A detailed review of the employer instructions and publication 15-T
  • Examples of calculating income tax withholding
  • How to handle calculating income tax withholding using prior versions of the form

                                                                      ABOUT THE SPEAKER

                                                                      Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

                                                                      With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most 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 that have been attended by executives and professionals from some of the most prestigious firms in business today.

                                                                      A pioneer in electronic and online education, Ms. Lambert 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. She is also the Program Developer, Subject Matter Expert (SME), and Facilitator for the Certificate in Payroll Practice and Management Program offered by Cengage Learning / Ed2Go through hundreds of colleges and universities across the country.

                                                                      What You Get With Each Option

                                                                      Live Recording

                                                                      Live Only

                                                                      Participation in the live upcoming webinar

                                                                      Recording

                                                                      Recording Only

                                                                      Full MP4 recording of webinar, including Q&A (digital download).

                                                                      Live and Recording

                                                                      Live + Recording

                                                                      Participation in the live webinar + Full MP4 Recording (digital download).

                                                                      Event Package

                                                                      Event Value Pack

                                                                      Participation in the live webinar + Full MP4 Recording + Audio-only MP3 recording. (digital download)

                                                                      What You Get With Each Option close

                                                                      Live Recording

                                                                      Live Only

                                                                      Participation in the live upcoming webinar

                                                                      Recording

                                                                      Recording Only

                                                                      Full MP4 recording of webinar, including Q&A (digital download).

                                                                      Live and Recording

                                                                      Live + Recording

                                                                      Participation in the live webinar + Full MP4 Recording (digital download).

                                                                      Event Package

                                                                      Event Value Pack

                                                                      Participation in the live webinar + Full MP4 Recording + Audio-only MP3 recording. (digital download)

                                                                      About Webinar Connections close

                                                                      Each purchase is for ONE computer to access the session.
                                                                      A group may participate in a room together as long as only 1 computer is logged in.
                                                                      If you need more than one computer to access the webinar, please call customer service at 888-479-2777.
                                                                      A charge will apply for each connection.