Payroll Overpayments: Handling them Correctly in 2025

Credit(s)

IRS CPE Credits: 1 Tax hour

Are you all set to Manage Payroll Overpayments Effectively and in Compliance?

Even the most well-organized payroll offices can make overpayments. Whether due to signing bonuses, advance vacation pays, or administrative errors, recovering these payments demands strict compliance with IRS rules, FLSA provisions, and state wage and hour laws. Attend our compliance-driven webinar to learn the facts about recovering payroll overpayments under federal and state law.

This session, by payroll expert Vicki M. Lambert, CPP, is designed to provide payroll professionals, HR personnel, and business owners with the knowledge and resources required to recover and manage payroll overpayments effectively. Through education on federal and state regulations, attendees will be capable of handling compliance issues, eliminating risks, and exercising the best payroll administration practices.

Why to Attend ?

• Stay ahead of federal and state payroll compliance laws. 
• Learn best practices from payroll experts. 
• Avoid expensive payroll mistakes and legal consequences. 
• Get actionable intelligence to streamline payroll processes.

Webinar Agenda

• Handling Overpayments under IRS and State Tax Codes:
  • Why a 1990 IRS Private Letter Ruling still applies today
  • How to recover overpayments in the same calendar tax year
  • Net vs. gross pay-check impact for overpayments in previous tax years
  • Modifying FICA tax and FUTA/SUI tax adjustments
  • Reporting overpayments on Form W-2 or Form W-2c correctly

• Wage and Hour Laws and Their Effect on Overpayment Recovery
  • FLSA rules for recovering overpayments in prior years
  • Legal mandates for written repayment agreements
  • Exempt employee compliance problems and salary basis rules
  • Impacts for minimum wage and overtime law
  • State-specific rules and employer mandates

Webinar Highlights

• Expert insights on IRS and state tax laws governing overpayments
• Step-by-step guidance on reclaiming payroll overpayments
• Navigating FLSA and wage laws for compliant recovery
• Avoiding legal pitfalls in payroll overpayment corrections
• Practical case studies and real-world applications
• Q&A session with industry professionals

Who Should Attend

• Payroll Executives, Managers, Administrators and Practitioners
• Human Resource Executives and Administrators
• Accounting Personnel and Enterprises Owners
• Operations and Departmental Managers
• Lawyers, legal experts and lawmakers
• Anyone dealing with payroll intricacies and compliance issues