2016 End of Year Accounting & Tax Webinar, December 19, 2016
Join NAPEO and Matt Munn, Jeff Solis, Jared Schroeder, and Nancy Mosa of UHY LLP for the latest insights on what you need to do before audit season arrives, and the issues you should be aware of for 2017-- including insights into the Trump administration's proposed tax plan and how changes may affect your PEO. You’ll get tips for selecting an auditor, choosing other attestation services, and a helpful checklist of things to do before and after closing. Additionally, UHY will present tax updates on the federal and state levels in addition to explaining new tax matters for C Corps, S Corps, and LLCs. This webinar is absolutely essential for your PEO’s successful closing of 2016 and preparing for 2017!
State Government Affairs Webinar - 2016 Recap & 2017 Horizon, December 13, 2016
Join NAPEO's State Government Affairs team for a comprehensive reflection on this year's activity in the states. In addition to this valuable overview of events, join us for an exclusive insider's peek into NAPEO's 2017 state government horizon. Find out what activities are planned for your states, and what to expect for the year to come!
NAPEO's 2016 FROS Results - Invaluable Benchmarking for PEOs, December 1, 2016
Join Steven K. Bentley, Senior Vice President of Finance of Avitus Group and Chair of NAPEO's Accounting Practices Committee, for an informative webinar that walks through the results of the FROS Survey, shares insight into what the numbers and figures may mean, and answers some great questions from attendees.
NAPEO’s Financial Ratio & Operating Statistics Survey is one of NAPEO’s most valuable member services—in fact, it’s the PEO industry's only comprehensive look at the metrics behind PEO operations and financials. We want to make sure you don’t miss out on all this program has to offer. The FROS Survey is a management tool, a benchmarking resource, and the perfect foundation for key performance indicators (KPIs) to help you measure your PEO's growth, profitability, and success. There’s no cost to participate (only your investment of time); your responses are submitted to a secure third party firm assuring the confidentiality of your company data; and your PEO will benefit from an invaluable benchmarking and strategic planning tool.
Find Out How NAPEO's FROS Survey Can Help Your PEO, June 22, 2016
Join Steve Bentley of Avitus Group and Dan McHenry of McHenry Consulting, members of our Accounting Practices Committee, for a complimentary webinar to learn what the FROS Survey is, how you can participate in the survey, and how it can benefit your PEO!
NAPEO’s Financial Ratio & Operating Statistics Survey is one of NAPEO’s most valuable member services—in fact, it’s the PEO industry's only comprehensive look at the metrics behind PEO operations and financials. We want to make sure you don’t miss out on all this program has to offer. The FROS Survey is a management tool, a benchmarking resource, and the perfect foundation for key performance indicators (KPIs) to help you measure your PEO's growth, profitability, and success. There’s no cost to participate (only your investment of time); your responses are submitted to a secure third party firm assuring the confidentiality of your company data; and your PEO will benefit from an invaluable benchmarking and strategic planning tool.
Sales Webinar with Clay Kelley, June 9, 2016
Join NAPEO and industry-expert Clay Kelley who will share specific strategies for having effective meetings with CPAs:
- Strategies for conducting the meeting with the client and the CPA
- Specific questions and verbiage to gain referrals
- Selling the CPA on HRO Outsourcing
Clay Kelley has been in the HR Outsourcing and PEO business since 1985. He has sold over 450 clients from 3 to 853 employees. He has participated in seven mergers and acquisitions and assisted in raising over $20,000,000 in capital. Clay has trained over 3000 sales professionals.
State Government Affairs Update, June 7, 2016
Join NAPEO's State Government Affairs team for a comprehensive update on how 2016 is playing out so far, what's happening in your states of business now, and what to keep on the lookout for.
New Overtime Regs, June 2, 2016
The Final Overtime Regulations regarding exemptions under the Fair Labor Standards Act (FLSA) were announced last week during our PEO Capitol Summit. This webinar will dive into the new regs and what they mean for the PEO industry with featured speaker Gordon Berger of FordHarrison. Don’t miss this important learning opportunity!
Information on the new rules from the Department of Labor can be found here and is posted here in the Federal Register on May 23, 2016. Highlights include the following:
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The salary threshold is set to $47,476 per year.
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Every three years there will be an automatic salary threshold increase.
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The highly compensated employee (HCE) exemption is now $134,004 per year.
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The standard duties test will remain the same.
- These changes take effect December 1, 2016, rather than 60 days from date of publication.
Linked below NAPEO members-only will find analyses from NAPEO Legal Advisory Council (LAC) member companies:
Jumping Into Joint Employment, June 1, 2016
AI-AI-Oh? Horizontal or vertical what? NLRB-who? On Wednesday, June 1, 2016 from 2-3pm ET, NAPEO hosted a webinar addressing the latest aspects of joint employment, including a discussion of the January 2016 Administrator’s Interpretation (AI) under the FLSA and recent NLRB actions. Join Gordon Berger of Ford Harrison and Amie Remington of Landrum Human Resources Inc. for these updates and ideas on their potential effects on your PEO and clients.
SBEA: An In-Depth Analysis of New Regulations, May 25, 2016
On Wednesday, May 25, from 2-3:30pm ET, NAPEO’s Small Business Efficiency Act (SBEA) outside counsels Randy Hardock and Courtney Zinter of Davis & Harman LLP hosted a webinar on the recently released SBEA regulations. The IRS released on May 6 two regulations to implement the SBEA; a “Final and Temporary Rule” that becomes applicable on July 1, 2016; and a “Notice of Proposed Rulemaking” (NPRM) which contains proposed rules regarding the federal employment tax consequences of CPEO status along with definitions of terms contained in the SBEA. Randy and Courtney review these regulations and the legal definitions proposed by the IRS, explain what's next for the regulations, and outline some steps you can take now to prepare for PEO certification.
As mentioned during the presentation, here is the Treasury-approved list of surety bond companies.
Since the webinar, we have received additional questions that our outside counsel Randy Hardock of Davis & Harman LLP has answered:
Question: If this is a voluntary certification, what are the main reasons for PEOs to obtain certification?
Answer: A certified PEO receives the following treatment with respect to remuneration paid by the CPEO to worksite employees:
- Confirms CPEO can pay employment taxes under its EIN.
- Protects customers through CPEO’s sole liability.
- Provides certainty that wage base restart is not necessary for new customers.
- Confirms CPEO's FUTA credit for all SUTA paid by CPEO or customer.
- Offers clear guidance for CPEO and customer on pass-through of tax credits and employment tax exclusions.
- Should increase prospective customer comfort with use of an IRS certified PEO.
Question: Fingerprints are required for ACA to file electronically, can we use the same fingerprints for the CPEO?
Answer: The IRS has not yet provided details on how the fingerprints will be collected. The IRS has informed us that the fingerprint cards specific to the CPEO program are not yet available. They have indicated that, consistent with other IRS programs that require fingerprinting, a trained specialist must fingerprint the individuals.
Question: If a PEO is a member of ESAC, does it still need to get a bond?
Answer: Yes, the ESAC bond covers a broader category of potential liabilities. The stand-alone CPEO bond must exclusively protect the IRS with respect to employment tax liability.
Clarification: In calculating the amount of the surety bond, a CPEO must take into account all federal employment taxes (employee and employer share of FICA, FUTA, RR Retirement, and wage withholding). However, FUTA taxes paid by the CPEO are not part of the quarterly assertion and attestation a CPEO must make with respect to the payment of federal employment taxes.
2016 Legal Regional Update & SBEA Update, February 23, 2016
On Tuesday, February 23, 2016, a webinar was presented by NAPEO and volunteers Barry Salkin, Esq., Alison Ratton, Esq., Carlos Zumpano, Esq., Joseph Ruiz, Esq., Gordon Berger, Esq., Torben Madson, III, Esq., Ted Kazaglis, Esq., Robyn Rusignuolo, Esq., Darin Haller, Esq., Dale Vlasek, Esq., Mindy Rowland, Esq., Kathryn Bernard, Esq., Mike Gotzler, Esq., Richard Hooker, Esq., Robert Rice, Esq., Neil Alexander, Esq., Brian Nugent, Esq., Rufus Wolff, Esq., John Polson, Esq., Amie Remington, Esq., and Farrah Fielder, Esq. This webinar contained all the regions (Northeast, Southeast, Midwest, Southwest, and West) plus an SBEA Update.
Buying & Selling a PEO, March 22, 2016
On Tuesday, March 22, 2016 from 2-3:00pm ET, a webinar was presented by NAPEO and Neal England, senior vice president of Capital Alliance Corporation, Bradley Buttermore, managing director & CFO of Capital Alliance Corporation, and Rob Comeau, CEO of Business Resource Center, Inc. on an exciting discussion surrounding the mergers and acquisitions (M&A) process within the PEO industry. Hear perspectives from both the Sell Side and the Buy Side to learn how to appropriately position your PEO. This is your exclusive opportunity to be a "fly on the wall" observing how to best position a PEO for a sale and how a buyer may analyze a PEO organization. If you've ever been curious about M&A, this is your chance to tune in and take notes!
A Guide to OSHA for PEOs, February 17, 2016
On Wednesday, February 17, 2016 from 2-3:00pm ET, former US Deputy Secretary of Labor Seth Harris and former Deputy Assistant Secretary of Labor for Occupational Safety and Health Administration (OSHA) Rich Fairfax presented an exclusive NAPEO webinar on OSHA and the PEO industry. Our distinguished speakers walk you through various scenarios that PEOs might commonly encounter with OSHA and also discuss information important to PEOs in determining various service offerings.
Introduction to Our New Website & Member Portal, January 21, 2016
On Thursday, January 21, 2016 from 2-3:00pm Eastern Time, NAPEO’s Kerry Carruthers, vice president, marketing and communications, and Denise King, director of member services, presented an interactive webinar walking members through our exciting new website and our long-awaited member portal. You’ll discover where to find the helpful information and resources you’re looking for, how to update your email communication preferences, how to renew your membership, and much more.
The Ultimate Business Tool - FROS Survey Results, December 3, 2015
On Thursday, December 3, 2015 from 2-3:00pm ET, Steve Bentley of Avitus Group, Jenny Coke of Quality Business Solutions, and Dan McHenry of McHenry Consulting presented a webinar on NAPEO's 2015 Financial Ratio & Operating Statistics Survey (FROS) results. NAPEO's FROS Survey is the PEO industry's only comprehensive look at the metrics behind PEO operations and financials. The FROS Survey is a management tool, a benchmarking resource, and the perfect foundation for key performance indicators (KPIs) to help you measure your PEO's growth, profitability, and success. View this webinar to learn more about this year's survey results, trends, and statistics.
Navigating the NAPEO Regulatory Database & Introduction to eCAL, October 13, 2015
In February 2015, NAPEO and APEC rolled out the new regulatory database. The easy-to-navigate interface allows users to easily research legal information, make state-to-state comparisons, search topics of interest, and generate reports. During this webinar, attendees will learn how to create and save reports, research state-specific compliance requirements, manage favorites listings, and learn how to add calendar events to eCAL, NAPEO's newest exclusive member benefit.
DOL's Proposed Overtime Regs: What Do They Mean for PEOs, July 14, 2015
Gordon Berger, Partner at FordHarrison LLP presented a webinar on the recently-released U.S. Department of Labor (DOL) overtime regulations and what they mean for the PEO industry. On June 30, 2015, the DOL released proposed regulations revising the salary test for the "white collar" exemptions to the Fair Labor Standards Act's (FLSA) minimum wage and overtime rules. In the proposed regulations, the DOL recommends increasing the salary requirements for considering an employee exempt. This webinar explored the proposed changes and how they can potentially impact your PEO and your clients.
10 Strategies to Shorten the Sales Cycle, April 21, 2015
In this NAPEO sales webinar, PEO sales expert Clay Kelley provides real-world, effective practices for your PEO and answers any questions you may have. Clay has been in the HR outsourcing and PEO business since 1985. He’s sold more than 400 clients, trained more than 2,000 sales professionals, and is the most-published sales author in the industry.
2015 Federal & State Government Affairs Update, March 31, 2015
Thom Stohler, NAPEO’s vice president of federal government affairs, and Daniel Harris, NAPEO’s senior director of state government affairs, presented a webinar outlining the current state-of-play for NAPEO’s federal and state government affairs efforts. This webinar addresses our ongoing work in Texas, Missouri, and Nevada, and provides insight on what you need to do to be prepared for implementation of the Small Business Efficiency Act.
West Regional Update, February 26, 2015
This webinar, brought to you by NAPEO's Legal Advisory Council members John Polson, Doug Riegelhuth, Kerim Fidel, Gordon Berger, and Amie Remington covers requirement changes for PEOs and PEO clients, state-specific healthcare developments, and other notable issues for 2015. The West region consists of states AK, CA, HI, ID, MT, NV, OR, WA, WY. Please see the Detailed Source Matrix for your additional reference.
Southwest Regional Update, February 23, 2015
This webinar, brought to you by NAPEO's Legal Advisory Council members Neil Alexander, Kathleen Hillegas, Brian Nugent, Norman Paul, Rob Rice, and Rufus Wolff covers requirement changes for PEOs and PEO clients, state-specific healthcare developments, and other notable issues for 2015. The Southwest region consists of states AR, AZ, CO, KS, LA, NM, OK, TX, and UT. Please see the Detailed Source Matrix for your additional reference.
Midwest Regional Update, February 19, 2015
This webinar, brought to you by NAPEO's Legal Advisory Council members Kathy Bernard, David Cessante, Mike Gotzler, Dick Hooker, Todd Kaiser, Mindy Rowland, and Dale Vlasek covers requirement changes for PEOs and PEO clients, state-specific healthcare developments, and other notable issues for 2015. The Midwest region consists of states IA, IL, IN, MI, MN, MO, ND, NE, OH, SD, and WI. Please see the Detailed Source Matrix for your additional reference.
Southeast Regional Update, February 17, 2015
This webinar, brought to you by NAPEO's Legal Advisory Council members Ryan Hollander, Ted Kazaglis, Torben Madson, and Sean McConnell will cover requirement changes for PEOs and PEO clients, state-specific healthcare developments, and other notable issues for 2015. The Southeast region consists of states AL, FL, GA, KY, MS, NC, SC, TN, VA, and WV. Please see the Detailed Source Matrix for your additional reference.
Northeast Regional Update, February 12, 2015
This webinar, brought to you by NAPEO's Legal Advisory Council members Dawn Davidson Drantch, Marty Barton, Jim Longacre, Barry Salkin, Allison Ratton, and Carlos Zumpano, will cover requirement changes for PEOs and PEO clients, state-specific healthcare developments, and other notable issues for 2015. The Northeast region consists of states CT, DC, DE, MA, MD, ME, NH, NJ, NY, PA, RI, VT. Please see the Detailed Source Matrix for your additional reference.
Navigating Your New Regulatory Database, February 5, 2015
On Thursday, February 5th at 2:00 p.m. ET, NAPEO and the Alliance for PEO Electronic Compliance (APEC) introduced and demoed your new regulatory database. Over the past year, NAPEO and APEC have been working to dramatically upgrade the look, feel, functionality, and user-friendliness of the database. The new format allows users to show legal information, easily make state-to-state comparisons, and generate reports.
What Enactment of the SBEA Means for the PEO Industry, January 13, 2015:
Since 1997, NAPEO has been working to pass legislation to achieve federal recognition of the PEO industry. The years of perseverance have paid off, as Congress has finally approved the Small Business Efficiency Act (SBEA). On December 16, 2014 the Senate passed H.R. 5771, legislation to extend expiring tax provisions, which included the SBEA. President Obama signed the bill on the evening of December 19, 2014, which turned the SBEA into public law. NAPEO and Randy Hardock of Davis & Harman LLP presented an overview of the SBEA and its implementation schedule, and answered member questions.