Payroll & HR Recordkeeping: Outsmart Audits, Automate Compliance, and Reduce Risk Today!
Secure Your Workplace With Smarter, Streamlined, and Audit-Ready Payroll Recordkeeping Solutions!
Instructor :
Mark Schwartz
Webinar ID:
17635
Date: DEC 17, 2024 (TUE)
Start Time: 10 AM PT - 11:15 AM PT
Duration: 75 Mins.
What will you learn
-
- Understand General Payroll And HR Recordkeeping Requirements Across Industries.
- Comply With State-Specific And Federal Recordkeeping Laws Seamlessly.
- Align Records With IRS And FLSA Standards For Compliance.
- Discover IRS Guidelines For Small Business Electronic Recordkeeping Practices.
- Implement Secure Digital Data Storage And Efficient Archiving Solutions.
- Prepare For And Respond To Agency Recordkeeping Information Requests.
- Learn Best Practices For Managing And ….
-
- Understand General Payroll And HR Recordkeeping Requirements Across Industries.
- Comply With State-Specific And Federal Recordkeeping Laws Seamlessly.
- Align Records With IRS And FLSA Standards For Compliance.
- Discover IRS Guidelines For Small Business Electronic Recordkeeping Practices.
- Implement Secure Digital Data Storage And Efficient Archiving Solutions.
- Prepare For And Respond To Agency Recordkeeping Information Requests.
- Learn Best Practices For Managing And Retaining Critical Record Types.
Course Description
As we head into 2025, staying ahead of payroll and HR compliance has never been more critical.
State and federal regulations are evolving, and organizations must adapt to avoid costly penalties and audit challenges.
This 75-minute webinar is your ultimate guide to mastering modern payroll and HR recordkeeping. We’ll help you navigate the complexities of compliance in a digital-first world, equipping you with the strategies and tools to protect your organization.
What You’ll Learn:
-
- Navigate 2024 Compliance Updates: Understand the latest state and federal regulations impacting payroll and HR recordkeeping.
- Be Audit-Ready: Learn which agencies—both public and private—may request records and how to meet their expectations with ease.
- Implement Best Practices: Explore practical strategies tailored to your industry, ensuring your recordkeeping is efficient, compliant, and reliable.
- Identify Key Records: Discover the essential data points required for compliance, no matter the agency or format.
- Adopt Digital Solutions: Leverage the newest IT systems to securely store, search, and retrieve records—reducing risks and eliminating outdated paper methods.
Featuring expert insights from industry leaders, this session provides actionable steps to transform your recordkeeping processes, ensuring compliance and peace of mind as we enter 2025.
Don’t wait—secure your spot today and stay ahead of the compliance curve!
As we head into 2025, staying ahead of payroll and HR compliance has never been more critical.
State and federal regulations are evolving, and organizations must adapt to avoid costly penalties and audit challenges.
This 75-minute webinar is your ultimate guide to mastering modern payroll and HR recordkeeping. We’ll help you navigate the complexities of compliance in a digital-first world, equipping you with the strategies and tools to protect your organization.
What You’ll Learn:
-
- Navigate 2024 Compliance Updates: Understand the latest state and federal regulations impacting payroll and HR recordkeeping.
- Be Audit-Ready: Learn which agencies—both public and private—may request records and how to meet their expectations with ease.
- Implement Best Practices: Explore practical strategies tailored to your industry, ensuring your recordkeeping is efficient, compliant, and reliable.
- Identify Key Records: Discover the essential data points required for compliance, no matter the agency or format.
- Adopt Digital Solutions: Leverage the newest IT systems to securely store, search, and retrieve records—reducing risks and eliminating outdated paper methods.
Featuring expert insights from industry leaders, this session provides actionable steps to transform your recordkeeping processes, ensuring compliance and peace of mind as we enter 2025.
Don’t wait—secure your spot today and stay ahead of the compliance curve!
Why you should attend
As 2025 approaches, the regulatory landscape is becoming increasingly complex and demanding.
Payroll and HR recordkeeping is no longer just an administrative task—it’s a critical compliance priority that can make or break your organization’s success in the year ahead.
Failing to manage records properly can lead to audit risks, costly penalties, and legal complications. This 75-minute webinar is your chance to start 2025 prepared, with practical, actionable solutions tailored for modern compliance challenges.
Why You Should Attend:
-
- Prepare for 2025 Compliance Requirements: Understand how long to keep payroll and HR records under the latest state and federal regulations to avoid unnecessary fines and penalties.
- Eliminate Paper Storage Challenges: Transition from outdated paper systems to secure digital solutions that simplify recordkeeping, enhance accessibility, and reduce risks as digital processes dominate in 2025.
- Be Audit-Ready in the New Year: Equip yourself with the knowledge to handle agency record requests—including the IRS and others—by understanding exactly what information to include and how to respond with confidence.
- Master 2024-2025 Best Practices: Apply proven, easy-to-follow strategies that minimize risks, prepare you for inspections, and streamline workflows in a compliance-driven world.
- Tailor Record Retention Policies: Learn when and why some records should be retained longer than others based on legal and business-specific needs, ensuring you’re compliant heading into the new year.
Why This Matters to You:
As 2024 ends, the pressure to manage complex data and meet new compliance standards is increasing. Whether you’re preparing for a 2025 audit, responding to agency requests, or transitioning to digital recordkeeping, this webinar will:
-
- Save You Time: Streamline recordkeeping processes with actionable tools designed for the challenges of 2025.
- Reduce Risks: Minimize penalties and errors with audit-ready records aligned with upcoming regulations.
- Boost Your Confidence: Gain the skills to proactively protect your organization in the new year.
In 2025, electronic storage will be essential—not optional—for staying compliant and competitive in a digital-first world.
Don’t wait—register now to enter 2025 fully prepared and ready to safeguard your organization’s success.
As 2025 approaches, the regulatory landscape is becoming increasingly complex and demanding.
Payroll and HR recordkeeping is no longer just an administrative task—it’s a critical compliance priority that can make or break your organization’s success in the year ahead.
Failing to manage records properly can lead to audit risks, costly penalties, and legal complications. This 75-minute webinar is your chance to start 2025 prepared, with practical, actionable solutions tailored for modern compliance challenges.
Why You Should Attend:
-
- Prepare for 2025 Compliance Requirements: Understand how long to keep payroll and HR records under the latest state and federal regulations to avoid unnecessary fines and penalties.
- Eliminate Paper Storage Challenges: Transition from outdated paper systems to secure digital solutions that simplify recordkeeping, enhance accessibility, and reduce risks as digital processes dominate in 2025.
- Be Audit-Ready in the New Year: Equip yourself with the knowledge to handle agency record requests—including the IRS and others—by understanding exactly what information to include and how to respond with confidence.
- Master 2024-2025 Best Practices: Apply proven, easy-to-follow strategies that minimize risks, prepare you for inspections, and streamline workflows in a compliance-driven world.
- Tailor Record Retention Policies: Learn when and why some records should be retained longer than others based on legal and business-specific needs, ensuring you’re compliant heading into the new year.
Why This Matters to You:
As 2024 ends, the pressure to manage complex data and meet new compliance standards is increasing. Whether you’re preparing for a 2025 audit, responding to agency requests, or transitioning to digital recordkeeping, this webinar will:
-
- Save You Time: Streamline recordkeeping processes with actionable tools designed for the challenges of 2025.
- Reduce Risks: Minimize penalties and errors with audit-ready records aligned with upcoming regulations.
- Boost Your Confidence: Gain the skills to proactively protect your organization in the new year.
In 2025, electronic storage will be essential—not optional—for staying compliant and competitive in a digital-first world.
Don’t wait—register now to enter 2025 fully prepared and ready to safeguard your organization’s success.
Areas Covered
-
- General Recordkeeping Requirements: Understand the foundational principles of effective payroll and HR recordkeeping that apply across industries.
- Overview of State-Specific Requirements: Explore how individual state laws impact your recordkeeping obligations and ensure compliance with local regulations.
- Federal Acts and Their Recordkeeping Requirements: Learn how key federal regulations such as the FLSA, ACA, and others define the retention and management of payroll and HR records.
- IRS Guidance on Small Business Recordkeeping: Gain insights into how IRS recommendations apply specifically to small businesses, helping you stay compliant and audit-ready.
- IRS Access to Electronic Accounting Records: Understand how to meet IRS expectations for electronic records and ensure your data is readily accessible in the format they require.
- Meeting Both IRS and FLSA Requirements: Learn how to align your recordkeeping practices to simultaneously comply with both IRS regulations and FLSA standards.
- Requirements for FLSA Only: Focus on the specific requirements under the Fair Labor Standards Act and how they apply to payroll and timekeeping.
- Requirements for IRS Only: Discover what the IRS requires for tax-related records, ensuring accuracy and readiness for any audit or inspection.
- Summary of Content by Record Type: Review a comprehensive breakdown of required record types, from payroll to benefits, ensuring you maintain the correct documentation.
- Electronic Data Storage and Archiving Solutions: Explore modern digital tools and systems that make data storage, retrieval, and archiving secure and efficient.
- Best Practices for Handling Information Requests: Learn how to respond confidently and effectively to agency information requests, reducing stress and ensuring compliance.
BONUS:
-
- PDF copy of the presentation handout for your future reference.
- Soft copy of the certificate of completion on request.
- Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
-
- General Recordkeeping Requirements: Understand the foundational principles of effective payroll and HR recordkeeping that apply across industries.
- Overview of State-Specific Requirements: Explore how individual state laws impact your recordkeeping obligations and ensure compliance with local regulations.
- Federal Acts and Their Recordkeeping Requirements: Learn how key federal regulations such as the FLSA, ACA, and others define the retention and management of payroll and HR records.
- IRS Guidance on Small Business Recordkeeping: Gain insights into how IRS recommendations apply specifically to small businesses, helping you stay compliant and audit-ready.
- IRS Access to Electronic Accounting Records: Understand how to meet IRS expectations for electronic records and ensure your data is readily accessible in the format they require.
- Meeting Both IRS and FLSA Requirements: Learn how to align your recordkeeping practices to simultaneously comply with both IRS regulations and FLSA standards.
- Requirements for FLSA Only: Focus on the specific requirements under the Fair Labor Standards Act and how they apply to payroll and timekeeping.
- Requirements for IRS Only: Discover what the IRS requires for tax-related records, ensuring accuracy and readiness for any audit or inspection.
- Summary of Content by Record Type: Review a comprehensive breakdown of required record types, from payroll to benefits, ensuring you maintain the correct documentation.
- Electronic Data Storage and Archiving Solutions: Explore modern digital tools and systems that make data storage, retrieval, and archiving secure and efficient.
- Best Practices for Handling Information Requests: Learn how to respond confidently and effectively to agency information requests, reducing stress and ensuring compliance.
BONUS:
-
- PDF copy of the presentation handout for your future reference.
- Soft copy of the certificate of completion on request.
- Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
Who is this course for
Experience the benefits of this training individually and maximize them in a group setting!
-
- Leaders Ensuring Compliance And Minimizing Organizational Risks
- Department Heads Managing Complex Payroll And HR Records
- Professionals Struggling With Evolving Compliance Requirements
- HR Specialists Transitioning To Digital Recordkeeping Solutions
- Small Business Owners Preparing For 2025 Audits
- Compliance Officers Handling Multi-Agency Reporting Standards
- IT Managers Responsible For Securing And Archiving Payroll Data
- Consultants Supporting Clients With Recordkeeping Best Practices
- Training Managers Designing Compliance-Driven Learning Paths
Experience the benefits of this training individually and maximize them in a group setting!
-
- Leaders Ensuring Compliance And Minimizing Organizational Risks
- Department Heads Managing Complex Payroll And HR Records
- Professionals Struggling With Evolving Compliance Requirements
- HR Specialists Transitioning To Digital Recordkeeping Solutions
- Small Business Owners Preparing For 2025 Audits
- Compliance Officers Handling Multi-Agency Reporting Standards
- IT Managers Responsible For Securing And Archiving Payroll Data
- Consultants Supporting Clients With Recordkeeping Best Practices
- Training Managers Designing Compliance-Driven Learning Paths
Instructor Profile
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that means to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.
Mr.Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs and feels that educating clients toward faster, accurate and more complete payroll processes provide the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
