Is your business classifying workers correctly? The difference between an employee and an independent contractor isn't always obvious. A worker you treat as a 1099 contractor may actually meet the criteria for employee status under applicable federal or state rules.
Join renowned payroll expert Vicki M. Lambert, CPP, for a practical, in-depth webinar on the rules governing worker classification in 2027. Learn how the IRS, Department of Labor (DOL), and state agencies determine worker status, where their rules differ, and what employers need to consider before issuing a W-2 or 1099.
- IRS Worker Classification Rules: Understand the classifications permitted under IRS rules and how to determine the correct status.
- The Common Law Test: Explore the common law rules and the three key IRS factors used to evaluate worker relationships.
- IRS vs. DOL Standards: Understand how IRS classification rules differ from Fair Labor Standards Act (FLSA) requirements and why both matter.
- State Classification Rules: Learn how state requirements, including the ABC test for unemployment insurance, can affect independent contractor status.
- Federal and State Enforcement: Explore information-sharing agreements and enforcement initiatives used by the IRS, DOL, and state agencies to identify potential misclassification.
- Form SS-8: Discover how to use Form SS-8 to request an IRS determination of worker status.
- W-2 vs. 1099 Reporting: Understand who should receive a W-2 and who qualifies for Form 1099 reporting.
- Audit Triggers: Identify common situations that can attract scrutiny and increase the likelihood of a worker classification review.
- Penalties and Employer Responsibilities: Understand the potential financial consequences of misclassification and which agencies may impose them.
- Correcting Misclassification: Learn what steps to consider when you discover that a worker has been incorrectly classified.
Worker classification involves more than deciding whether to issue a W-2 or a 1099. Different agencies may apply different standards, and getting the classification wrong can lead to unexpected tax liabilities, back wages, penalties, and administrative challenges.
This webinar will help you understand the rules, recognize potential classification issues, and make more informed decisions about your workforce in 2027.
- Payroll Executives, Managers, Administrators, and Professionals
- HR Executives, Managers, and Administrators
- Accounting and Finance Professionals
- Business Owners and Executive Officers
- Operations and Departmental Managers
- Payroll Compliance Specialists
- Attorneys and Legal Professionals
- Anyone responsible for worker classification, payroll reporting, or employment compliance
During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.
Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.
For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.
Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.
With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.
A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the instructor for the American Payroll Association’s “PayTrain” online program also offered by Brandman University.
STARTS AT $299
- 3 Live + Recording
- CEU Credits (SHRM & HRCI)
- Certificate of Participation
- Course Materials (PDF Material)
- 5 Live + Recording
- E-Transcript of Webinars
- Download Access of Webinars
- CEU Credits (SHRM & HRCI)
- Certificate of Participation
- Course Materials (PDF Material)
- 7 Live + Recording
- E-Transcript of Webinars
- Download Access of Webinars
- CEU Credits (SHRM & HRCI)
- Certificate of Participation
- Course Materials (PDF Material)
- 10 Live + Recording
- E-Transcript of Webinars
- Download Access of Webinars
- CEU Credits (SHRM & HRCI)
- Certificate of Participation
- Course Materials (PDF Material)
