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 non-taxable event can be overwhelming. This webinar will give the tools needed to be a expert at insuring that your expense plan is considered an accountable plan and help you avoid the common mistakes make that can make employers have to withhold taxes on such reimbursements. We will also review special concerns such as electronic methods, frequent flyer miles and spousal travel concerns. A brief discussion on per diem will be discussed as well.
Areas covered in this Training:
-IRS expense reimbursement requirements
o Expense requirements
o Accountable Plan vs. Non-Accountable Plans
o Accountable plan rules - how they apply to employee travel and expense reimbursements
o How employee business expenses made under accountable plans can be excluded from an employee’s gross income
o Daily Transit Expenses
o Web Based Expense Plans
o Per Diem Plans and IRS approved methods
o Taxation Concerns
o How employee expense reimbursements should be run through payroll or accounts payable
o The accounting issues associated with the use of per diems
o Special Expense concerns such as Spousal Travel & Frequent Flyer Miles
Why Attend this Training:
In this webinar, the expert speaker – Dayna Reum will give best practices on how to handle employee expense reimbursements. She will also discuss and review the different IRS approved methods from Per Diem to Accountable and non-accountable plans.
The details of electronic based reimbursement programs and requirements the IRS has for the employers will also be discussed along with the review of special travel situations such as spousal travel & frequent flyer miles.
Dayna is currently the Director of Payroll Operations at Ann & Robert Lurie Children’s Hospital of Chicago. Dayna has been heavily involved in the payroll field for over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. 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.
Compliancevent is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.
This program is valid for 1.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit - portal.shrm.org.
This webinar has been approved for 1.0 HR (General) re-certification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for re-certification credit.
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