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Handling Employee Expense Reimbursement & Accountable Plan

Duration : 60 Minutes

Dayna J. Reum,

Dayna Reum ,CPP, FPC is currently the Director of Payroll Operations at Ann & Robert H. Lurie Children's Hospital of Chicago . She has been heavily involved in the payroll field over 18+ years. Starting as a payroll clerk at a small Tucson company, She moved on to be a Payroll Team Leader at H Read more

Handling and processing employee expense reimbursements can be challenging enough, but to make sure that the expense program is in compliance with IRS rules to ensure that the plan remains a nontaxable event can be overwhelming.

Course Objectives:

In this webinar expert speaker Dayna J Reum CPP, FPC, will give you the tools and knowledge needed to be an expert at insuring that your expense plan is considered an accountable plan and help you avoid the common mistakes that can make employers withhold taxes on such reimbursements. Dayna will also review special concerns such as electronic methods, frequent flyer miles, spousal travel concerns and per-diem plans.

Course Outline:

• Best practices on how to handle employee expense reimbursements
• Review the different IRS approved methods from Per Diem to Accountable and non-accountable plans
• Discuss details of electronic based reimbursement programs and requirements the IRS has for them
• Review of special travel situations such as spousal travel & frequent flyer miles
• IRS Expense reimbursement requirements
• Expense requirements
• Accountable Plan vs. Non Accountable Plans
• Accountable plan rules - how they apply to employee travel and expense reimbursements
• How employee business expenses made under accountable plans can be excluded from an employee's gross income
• Daily Transit Expenses
• Web Based Expense Plans
• Per Diem Plans and IRS approved methods
• Best Practices
• Taxation Concerns

What You Get:

• Training Materials
• Live Q&A Session with our Expert
• Participation Certificate
• Access to Signup Community (Optional)
• Reward Points

Who Will Benefit:

Accountants, controllers, accounting managers, auditors (internal and external), Treasurers, CFOs, CEOs, accounts payable professionals, expense reimbursement staff, payroll professionals, procure-to-pay professionals, and travel managers.

Please reach us at 1-888-844-8963 for any further assistance or if you wish to register

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