Payroll Preparation 2025-2026

This webinar concentrates on preparing the department for the end of the calendar tax year and the new year processing. Topics include reconciling, completing and submitting Form W-2 federal and state including the latest guidance on the OBBBA; update to annual changes from the IRS, SSA, DOL and on the state level; and best practices that will help make the year-end and year beginning go smoother.

Background:

Preparing for year-end should not begin in October or November as it may have in the past. Preparation should begin in January and be conducted throughout the calendar year. This is especially important now as the IRS is looking at year-end compliance issues. In this webinar we will give the latest best practices to help your payroll department transition from a year end crunch to a smooth and compliant year end process. We will discuss how check lists can help keep you on track to ensure all tasks are completed. How a simple two-page memo can prevent dozens of employee questions. We will cover how your duplicate Form W-2 request form and procedures should be set up and in place in advance of issuing the forms and how it will assist you when processing those requests in the upcoming year.

We will provide example of check lists that should be prepared for each year end to assist in a smooth transition. We will also provide updates for calendar year 2026 on such items as social security wage base, deferred compensation limits, mileage rates and Forms W-2 and 941. This webinar will provide a sample of a form to request a duplicate Form W-2 that can be used by the attendee in their own department as well as information on setting up the procedures for requesting the form. We will discuss how to work throughout the year to collect information from accounts payable for year-end instead of trying to obtain all the information in December. We will demonstrate how this helps smooth out the year end processing and relieve year end stress for both departments. We will provide the basis for a year end memo to help payroll departments inform the company’s employees of what lies ahead for the upcoming year to help curtail questions during this hectic time for payroll.

We will also cover any late-breaking legislation/regulation changes.

Information covered in the presentation:

Latest updates on IRS guidance on implementing and complying with the OBBBA
Latest update on the Form W-4 for 2026!
Reconciliation of Form W-2 to Form 941 and why it must be done
Update on year-beginning annual changes for social security wage base, fringe benefit limitations, federal per diem allowance, standard mileage rate, qualified transportation fringe benefits, and more.
How to use the required year-end notice to update your employees for the coming year
Best practices on organizing the payroll department for year-end including action item check lists for Form W-2, Year end and Year beginning to ensure a smooth process
How to handle duplicate requests for Form W-2 including charging fees
Status review of Publication 1494 for 2026
Changes to Form W-2 for 2026
Best practices for gathering, calculating and reconciling W-2 data all year long as is now expected by the IRS
Taxation of fringe benefits for year-end including awards and prizes, personal use of company cars and gift certificates
Latest update on white-collar exemptions
Electronic delivery of W-2s to employees
When to use the Form W-2c and when to correct the W-2 itself
State regulatory changes affecting payroll including SUI wage bases, minimum wage increases and more
Review of EFW-2 record changes for tax year 2025
Verifying employee names and SSN’s
Review of filing deadlines
Third Party Sick Pay reporting

Who will Benefit:

Payroll Executives/ Managers/ Administrators/ Professionals/ Practitioners/ Entry Level Personnel
Human Resources Executives/ Managers/Administrators
Accounting Personnel
Business Owners/ Executive Officers/ Operations and Departmental Managers
Lawmakers
Attorneys/ Legal Professionals
Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues for Year End closing and preparing for the upcoming year.

Instructor

Vicki M. Lambert

CPP, Payroll Advisor

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations. With nearly 40 years of hands-on experience in all facets of payroll functions as well as over three decades as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today. A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California. She is the instructor for the American Payroll Association’s “PayTrain” online program offered by Brandman University.

Credits

Frequently Asked Questions

Live training course/ webinar is an Online training seminar which you can access through your computer and laptop or phone and directly interact with our expert speaker and allow to ask questions during the Live webinar. Conference material used by our speaker to the Live webinar will be provide with your Instruction kit before the Training.

Recorded webinars or On-Demand are self-paced audio-visual training program that you can watch at your own pace to earn Continuing Education Units (if applicable). Online, recorded training courses are accessible whenever you choose, for an unlimited number of times. Additionally, you have three months from the purchase date to watch as many times as you like. After a live training or webinar has started, you will receive the instructions and link to access the recorded training course. If it has already been recorded, you can access it right away.

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Preparing for Year End 2025 and Year Beginning 2026

Course Type	HR & Payroll
Date & Time	Dec 19th 2025 01:00 PM ET
Duration	90 Minutes
Instructior	Vicki M. Lambert

Purchase Options

Live
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 165
Recorded
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit.

$ 155
E-transcript
E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 155
Live + Recorded
In live and recorded session you can access your live webinar and also access your recorded part of the webinar for your reference.

$ 175
Live + Recorded
+ E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker. Recorded session is a recorded format of live webinar which you can access anytime at per your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 185
Recorded + E-transcript
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 175
Live + E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 175
Recorded with Copyright
E-transcripts is a text version of a live webinar which you will get in pdf format. Copyright is a recorded session which you can share with your colleagues.

$ 195

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