Payroll Compliance for New Hires: Forms, Tax Obligations, and Unemployment Insurance.
When a new employee is hired, there are many tasks an employer needs to handle. Aside from getting employment contracts signed and training organized, employers are responsible for ensuring that all payroll forms are properly completed. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need and hear horror stories about potential IRS penalties for not having all of the boxes checked.
In this course, we will explore the payroll compliance side of hiring new employees. From the variety of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will also discuss the surprisingly difficult-to-navigate world of unemployment insurance!
Topic Areas:
Who should attend?
Tax practitioners who work with business owners on payroll issues, and business owners who have employees.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
