Preparing for Year-End Training

December 11, 2019

Our member-only Preparing for Year-End training is scheduled for Wednesday, December 11th, from 1:30-3:00 PM (EST).

The training is designed for Financial Management Services (FMS) providers in self-direction and will cover: 

  • New in 2020: What you need to know about the changes to Form W-4
  • Proper procedures for Form 941 completion and filing, including Schedule R for Form 941 for Fiscal/Employer Agents
  • Proper procedures for Form 940 completion and filing, including Schedule R for Form 940 for Fiscal/Employer Agents
  • Best practices for Form W-2 and 1099-MISC production and filing
  • A step-by-step walkthrough of FICA refunding procedures for employees who earned less than $2,100 in 2019
  • Time for Q&A, in which Applied Self-Direction experts can help with your toughest tax questions

Email membership@appliedselfdirection.com for more information