Meeting Information

Meeting/Event Information

October 31, 2024 - Gerald Whitmore, CPP - 941s, W2s, and other Reconciliations

 

October 31, 2024
11:30 AM - 12:45 PM
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Gerald Whitmore, CPP

About our Speaker:

Gerald Whittmore currently holds the position as the US Payroll Director for Conduent Business Services. Gerald started his career in St. Louis, MO as a Payroll Technical Support.  He has 30 years of diverse experience in multiple payroll processing systems, multi-state tax filing, system implementation and accounting to name only a few of his business acumen.

In September 2001, Gerald obtained his CPP certification, and he joined the Dallas Chapter APA in September 2002.  Gerald has served as the Government Liaison Officer from 2005-2006, Vice President 2006-2008 and President 2008-2010. He also helps with one day seminars offered by the Dallas Chapter. In addition, Gerald has volunteered numerous times as a speaker for the Texas Payroll Conference after completing 6 years on the Board of Directors in 2011 and served as an APA Board of Advisors from 2014-2016. And was named Texas Payroll Professional of the year in 2021 and was awarded in 2022 Lifetime Achievement Award by the Dallas Chapter APA.

Class Outline:

      • 941 for 2024
        • Key Items on the 941
        • Removed line items now listed as future use 
            • Nonrefundable portion of credit for qualified sick & family leave
            • Nonrefundable portion of COBRA premium
            • Number of individuals provided COBRA premium assistance
        • Reserved for future use line item

        • Part 3 

          • Seasonal Employer
          • Employee Retention Credit
          • Qualified health plan expenses
          • Qualified wages for employee retention credit
          • Qualified health plan expenses
        • CARES ACT or 2020
          • IRS Notices
          • Deferral payments
          • Paying Deferral payments with EFTPS
          • Penalties
        • W-4
          • New W-4 and elimination of withholding allowances
          • When is a new W-4 situational
          • Errors
        • Tax Credit
          • Child Tax Credit
            • Eligibility
        • Filing Exempt
        • W2 Changes
          • Truncation Allowed on Employee W-2 Copies Only
          • Truncation Not Allowed on W-2s Sent to SSA
        • 1095s
          • 1095c
          • 1095a
        • Various Due Dates for W2s, 1095s, W4s

    Tickets

    $0.00 Board Member Ticket

    $20.00 Guest Ticket

    $0.00 Member Ticket

    $0.00 Donation