info@traineya.com +1-661-336-9555

Patrick Haggerty

img
Patrick Haggerty

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.

Live Webinar

Recorded Session

img

By: Patrick Haggerty

Recorded Session

Reimbursing Employees For Expenses: Navigating Taxes

This training program will engage attendees in a discussion on whether an expense reimbursement qualifies for exclusion from employee wages. It will offer stringent guidelines on what is required …

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Employee Business Expense Reimbursement: Tax Compliance for 2019

This webinar will cover the tax compliance for employee business expense reimbursements under both accountable and non-accountable employee business expense plans. Accountable plans allow the empl…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Due Diligence steps for Form 1099

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099 : Latest Forms, Rules and Reporting Regulations

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099- MISC Compliance, Due Diligence, Reporting Requirements - Latest Updates

This webinar will cover the latest updates for Form 1099-MISC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements and reporting…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099-MISC Compliance: How to Minimize Errors in 2020

This webinar will cover the latest updates for Form 1099-MISC, as well as the new version of Form 1099-NEC. It will cover specific reporting requirements for various types of payments and payees, …

Industry: HR Compliance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Supplemental Pay Essentials - Severance Pay, Deferred Compensation, Recordkeeping and Fringe Benefits

This training program will help attendees distinguish between supplemental wage payments and regular wage payments and help them identify wage payments that are neither supplemental nor regular. I…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099: Latest Forms, Rules and Reporting Regulations

This webinar will discuss reporting 2020 information as required on Forms 1099-MISC and 1099-NEC in early 2021 as well as expected updates to the forms for reporting 2021 information. New for 2020…

Industry: Banking and Finance   Duration: 60 Minutes  

img

By: Patrick Haggerty

Recorded Session

The Form 1099 and W-9 Update - Complying with IRS Information Reporting

For years the IRS has struggled with the independent contractor and tax collection.  In assessing opportunities to close the tax gap (taxes due but not reported or paid), one of the greatest …

Industry: Banking and Finance   Duration: 100 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099 Update 2022: Latest Forms, Rules and Reporting Regulations

This webinar will cover the latest updates for Form 1099-MISC and Form 1099-NEC. It will cover specific reporting requirements for various types of payments and payees, filing requirements, withho…

Industry: Banking and Finance   Duration: 120 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099 -MISC and 1099-NEC Due Diligence

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC. It will also cover changes to the Forms for 2022 and expected …

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Supplemental Pay Essentials: Special Withholding Rules For Bonuses, Severance Pay, Commissions And Fringe Benefits

Supplemental pay includes compensation such as overtime premiums, bonuses, severance pay, and fringe benefits. It is an important component of employee compensation but has its own set of withhold…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Multi-State Tax Issues for Payroll 2023

There are significant compliance issues for employers when employees cross state lines in the course of employment. Frequently, multi-state employment issues arise when the employer has business l…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099 Update 2023: Latest Forms, Rules and Reporting Regulations

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will also cover changes to the 2023 Forms an…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

Obtaining Form W-9 is the first step in assuring compliance with information return reporting requirements. The Form provides information required to determine if the business needs to file an inf…

Industry: Banking and Finance   Duration: 90 Minutes  

img

By: Patrick Haggerty

Recorded Session

Form 1099 Update 2024: Latest Forms, Rules and Reporting Regulations

This webinar will cover the reporting requirements for Forms 1099-MISC and 1099-NEC with a focus on the details and proper preparation of the forms. It will also cover updates to the Forms and 202…

Industry: Banking and Finance   Duration: 90 Minutes