Category

Training

Jan 01
0

HSA, CDHP, HDHP, PPACA: The Alphabet of Employee Benefit Packages – Free Webinar

By | Healthcare, Nonprofit, Training, Webinar | No Comments

Benefit packageFriday, Apr 22, 2016 9:00 AM – 10:00 AM PDT

The number of options related to employee benefit packages can be overwhelming. Non-Profit organizations are limited on the amount of money they can spend on employee benefit packages because of funding requirements. So how do non-profit organizations compete with other organizations in order to attract/retain good employees? Learn how your organization can “beef up” the benefit offering to employees without increasing costs to the organization by attending our free NP Enrichement Series webinar.

This webinar presented by Vicki Welter, CPA & Steve Pohlman, CPA

Steve Pohlman, Owner of Steven C. Pohlman, CPA is a CPA with a tax and consulting practice in Mercer Island with a history of helping people and businesses navigate through regulations and reporting requirements. He began his career in 1980 at Knight, Vale and Gregory, CPAs, working in the audit and reporting side of the business. After moving into the private world as the CFO of a trade association, he started his own business doing personal and business tax returns and helping small businesses with their accounting needs. Four years ago he added voluntary benefits to his suite of services to help employers attract and retain high quality employees.

Register here

Jan 01
0

Reconciling Payroll: Key Steps to Ensuring your 941’s, W2’s/W3’s, and Audit Schedules are Accurate – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series, Training | No Comments

Payroll-ReconciliationThursday, March 10, 2016 9:00 AM – 10:00 AM PST

During this valuable webinar, we will walk through the step-by-step process for W2’s to better understand how to complete the required year-end reports and to experience a more efficient and effective way to process them.  Knowing how we need to report at year end, will allow us to do quarterly reconciliations on payroll data that ensure accurate information reported at year-end to taxing authorities and employees.  We will also show you how to incorporate the quarterly reconciliation process into producing an audit schedule to cut-down on year-end tasks we need to perform. We will help educate you on topics that pertain to better more efficient 941 reporting, payroll reconciliations & year-end reporting.

Register here

Dec 15
0

W-2’s: Let’s get ready!

By | Abila, MIP Fund Accounting, Nonprofit, Training | No Comments

Walking through a year-end checklist is critical to ensure all steps have been completed for 2015 W-2 reporting and to get ready for payroll processing in 2016.

This online training session will:It's Tax Time!

  • Give you tools to help you reconcile taxable wages against your 941’s to ensure accurate year-end reporting
  • Teach you the required system set-up in MIP payroll needed to ensure accurate W-2’s
  • Process W-2’s in Aatrix
  • Review best practices and options for submitting W-2/W-3’s electronically using Aatrix to save your organization money and eliminate extra hassle

The registration fee is $129/person ($99/person if on Welter Consulting User Support Plan)

Classes are limited to 50 attendees

When you click through to registration you will have your choice of three dates: 1/7 11:00 AM – 12:00 PM PST, 1/14 11:00 AM – 12:00 PM PST, 1/21 3:00 PM – 4:00 PM PST

Register here

Dec 14
0

1099s: Are you ready for year-end?

By | Training | No Comments

Year-end 15-16Learn how to review your vendor set-up & transactions that relate to 1099 processing. This 60 minute webinar details the information necessary for accurate 1099 reporting.

This training session will show you how to:

  • Review vendor set-up in MIP Fund Accounting
  • Review the reports to ensure the accuracy of your data
    including transactions associated with each 1099 vendor
  • Process 1099’s in Aatrix
  • Cover best practices to ensure that next years processing
    is a breeze

The registration fee is $129/person ($99/person if on Welter Consulting User Support Plan)

When you click through to registration you will have your choice of three dates: 1/4 3:00 PM – 4:00 PM PST, 1/14 1:00 PM – 2:00 PM PST, 1/22 9:00 AM – 10:00 AM PST

Register here