W-4 Form 2023

Dayna Reum

Duration:
60 Minutes
Speaker:
Dayna Reum

Recorded Version:


Refund Policy

Overview:

Dec of 2017 The Tax Cuts and Jobs Act was passed, and it was one of the most significant tax changes in sometime. This webinar will prepare the payroll professional to understand the changes to the form W-4 for 2018 and to review the recently released draft on June 8th of the 2019 W-4 Form. Before changes the Form W-4 was a critical form that all companies must obtain from employees and has had special processing requirements. A review of the IRS specific laws around processing of the Form W-4 and how they should be handled will be discussed. 2023 has continued to bring changes that this webinar will review.


Why you should Attend:

This webinar will prepare the payroll professional to understand the changes to the form W-4 for 2018 and to review the recently released draft on June 8th of the 2019 W-4 Form. Before changes the Form W-4 was a critical form that all companies must obtain from employees and has had special processing requirements. A review of the IRS specific laws around processing of the Form W-4 and how they should be handled will be discussed. 2023 has continued to bring changes that this webinar will review.


Agenda:

• Understanding the proper way to process a federal W-4.
• What should be the proper process for an invalid W-4 in 2023.
• Proper processing and maintenance of an IRS lock in letter.
• Electronic W-4 requirements and what the new form means for employers with electronic W-4 systems.
• Understanding the requirements around Form W-4 and how an employer can be at risk.
• IRS Form W-4 change requirements and how it affects you as an employer.
• Employer notification requirements and important deadlines for both Form W-4.
• Discussion on what make the Form W-4 invalid.
• Review and examples on the new ways to calculate federal taxation in 2023.
• Best Practices on how employers can better communicate W-4 changes to employees

Who Will Benefit:

All payroll professionals

Recorded Version:


Refund Policy

Instructor:

Dayna Reum

Speaker

Dayna is currently the Senior Director of Payroll & HRIS at Ann & Robert Lurie Children’s Hospital of Chicago. Dayna has been heavily involved in the payroll field over 20 years. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.