Reimbursing Employees for Expenses: Navigating Taxes 2018

Topics

• Accountable and non-accountable expense reimbursement plans
• Employee business expenses and reimbursements under the Internal Revenue Code
• Options for meeting substantiation requirements
• Substantiation and documentation required to exclude reimbursement or benefits from wages
• How to control the risk of a pattern of abuse of per diem payments
• Advantages and effective use of per diem payments
• When expense reimbursements or use of company resources must be included in wages
• Evaluation and treatment of personal use of company property (vehicles, cell phones, etc.)
• The importance of timely processing of reimbursements and collection of excess advance funds
• Travel advance and payment card administration
• Control and accounting procedures and the roles of payroll and accounts payable

Who should Attend

• Accounts Payable Supervisors and Personnel
• Payroll Supervisors and Personnel
• Internal Auditors
• Public Accountants
• Enrolled Agents
• Tax Compliance Officers
• Officers and Managers with Tax Compliance Oversight
• Employee Benefits Administrators
• Managers/ Supervisors
• Company / Business Owners
• Audit and Compliance Personnel / Risk Managers
• Public Agency Managers