Course Details
Course

Fringe Benefits? Are They Taxable or Non-Taxable Income to the Employee? 1 CPE


Course Duration: 1 Hours
Course Rating:
Course Enrollments: 3833 Enrolled
Mode of Delivery: on_demand
Course Level: Intermediate
Study Area: Specialized Knowledge

In this course we discuss fringe benefits that are and are not subject to taxation, and the IRS guidelines used to make that determination.

We start with a brief overview of fringe benefits. From there we discuss IRS codes used for fringe benefits. This leads to a conversation about taxable vs. non-taxable fringe benefits. Then we work through examples of fringe benefits being provided to an employee by employer. Then we review transactions and discuss how the taxes are calculated for fringe benefits as to an employee being taxed or an employer grossing up taxation.

This course is a review for accounting and payroll professionals who need to sharpen their fundamental understanding of fringe benefits and how they translate into taxable or non-taxable income for employees.

Prerequisites

No advanced preparation or prerequisites are required for this course.

Learning Objective
  • Recognize fringe benefits and their taxability
  • Identify the concepts of Gross Income and Fair Market Value
  • Explore additional employer provided benefits and taxability
  • Identify other payments to employees and their effect on taxable earnings
  • Explore the reporting and withholding of taxes on taxable cash and non-cash fringe benefits

Last updated/reviewed: March 15, 2024

(348) Reviews

(248 rating)
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katrina.ivancic

I found the material confusing and would have liked even more examples.

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amy.arens

This was a good overview of the need to consider digital assets in estate planning.

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roxane.wells

Good overview. Interesting cases and update on penalty amounts

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jacklyn.collins

Excellent explanation of the Statement of Cash Flows. Highlights the important aspects of understanding Free Cash Flow. I found this very educational, good refresher!

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lisa.brzezinski

The course was very informative and interesting. The skills to be involved with the Internal Audit function are both technical and interpersonal. As we work towards this function, it is difficult to find staff with the right skill set. The instructor was very good and understandable.

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dana.lester

Great course, very helpful information to better understand tax forms.

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leslie.mcfalls

Very informative. Lots of information at a solid pace. Instructor was very knowledgeable and touched on a lot of real life examples.

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lucas.kysely

Good course overall. Was a great audio course that made it easy to walk and learn simultaneously.

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michael.luzar

Excellent knowledge as a presenter, but there is no way that a test for a little 2-hr CPE course like this should ever be that difficult.

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kirk.valencia

Excellent course! This course provided a solid overview of the appropriate ethical standards of the accounting profession. The lesson demonstrated possible real-life scenarios that today's CPA may encounter and outlined the necessary steps to apply to in such cases to uphold the high ethical standards of the profession.

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mel.venable

This was a very user-friendly and informative course. It was a great refresher course for me.

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sandy.atkinson

Good updated information in this course from the previous taxable fringe benefit course.

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michelle.lee_1

This was good practice on real life calculations and the taxability of retirement plans.

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lori.sander

I believe this course needs to be updated to include Form 1099-NEC.

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ashley.bigaud

This was a very informative course and enjoyed the instructor presentation and knowledge. I dont have no background in this area, however I wanted to get exposure and was surprised to see so much information on the subject matter. Will take additional courses with this instructor.

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nicole.gordon

Enjoyed this course on the GAAP presentation of the financial statements. Was good to refresh myself on it and see some of the standards.

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amber.deadrick

I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.

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rosie.herren

Great examples. I had no idea how cunning some folks could be on devising ways to scam the goverment, either as an employee, officer or contractor.

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michelle.moore

Jason provided a clear understanding of Schedule C issues keeping it fun and very informative. Thank you.

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dimple.gandhi

Content was productive; however, the presentation skills was extremely poor - very dull and disengaging tone.

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bruce.king

Disappointing deck as not many details were included and the instructor mostly read from bullet points.

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douglas.aldridge

Good course on some interesting subject matter. I again liked this instructor.

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michael.criscione

Comprehensive guide with clear and valuable insights!

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kimberly.martin

I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.

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kris.pontious

Great course, valuable information and great to stay up to date on things.

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reid.petty

I thought this was a very informative course. I learned a lot. Some was refresher, some was new. Very organized and a good layout.

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todd.ohlen

This course provided a nice overview of safety and ergonomics in the workplace, including many best practices and tips. Several good takeaways that I can easily implement. Supporting materials were also helpful and aligned with the content presented during the course.

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catherine.harrison

THIS COURSE WAS A BASIC COURSE FOR QBI DEDUCTION

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deseree.ware

Great course stated expectations were appropriate and Program materials were relevant

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michelle.gray

This is a great course on COSO internal controls and the changes over time. I really enjoyed it.

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scott.perkins

Good, straightforward information. Easy to understand and put into action.

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iwalani.braun

2 Exam questions are incorrectly worded/graded and should be revised.

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jake.laptad

Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!

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rslager

Based on the title, I expected the focus to be on tax law 2024....and not prior years

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laura.amoroso

I loved this class and the slides. Very informative and learned some new topics I haven't been taught before. Thank you!

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amy.odom

The downloads do not work and this makes it difficult to review the material.

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christopher.koyama

Interesting overview of ai in accounting world and future

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liam.gordon

Gives a more rigorous grounding to the ideas of different generational cohorts. Helpful for understanding workplace dynamics.

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brian.zinner

Should be updated based on latest software. Transactional examples should be included.

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michael.o'keefe

Helpful starting point for understanding welfare plans.

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terriftaylor

Great information about useful tools. Didn't know there were so many plugins available

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dhendrix

Great overview for payroll bookkeepers! Provided several examples of things to watch for and helpful insights.

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carol.chen

This course was very interesting. I liked the examples he gave and how he Incorporated his own experiences into the lecture.

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chris.hole

It's hard to distill the entire history of ethical thought down into a 2 hour business course, but I give credit to the instructor for making the effort.

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tania.holcomb

Very informative with nice charts/graphs. It is a lot to know, but good to know these rules exist to look them up.

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ariella.gugenheim

Great course, great job, thank you so much!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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amy.shaw

Excellent materials and Vicki Lambert is a very knowledgeable presenter. I recommend this course.

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bekkijo.kahler

great overall course covering multi-state withholding, giving the information necessary for an employer to work towards an error-free payroll.

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patricia.hines

Wonderful class by Vicki Lambert and a nice refresher on tax deposit regulations.

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erin

This course was very easy to understand for someone who doesn't work in accounting. The topics were outlined well.

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amickelson

A heady topic. Take small bites of this one and revisit. Work with IT for efficient undertaking.

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julia.misaki

Good refresher course on how to use pivot tables. I like having a workbook to test with along with the lesson.

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karen.misaki

This text based course was very detailed and provided good examples of real world application

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jbellows

A good summary of the gift tax rules. The narrator is obviously very knowledgeable about the topic. Good in depth detail was given as well.

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christopher.esposito

I would vote for None of the Above for the President of the United States...Just like in Brewster's Millions

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matthew.delaney

I will comment on one aspect of the course in particular. The presenter recommended criminal background checks as a method to prevent fraud. He fails to address the issue that biases in the criminal justice system against racial minorities result in such checks having a disparate impact on those same minorities. He also does not address the fact that such checks will turn up information that is prejudicial but of questionable relevance for preventing fraud (for example, minor drug convictions or other minor violations of the law), which in turn will make it difficult for people with those convictions to move on from their pasts. Other than that, the course was good.

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jimmie.bussey

Very informative information on the financial close.

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michelle.vass

This class was very informative. I learned new concepts.

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erin.james

I felt like it could have been covered in a shorter presentation.

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lucinda.leitch

Excellent course and helpful reference materials.

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stephen.leitz

I always enjoy Neil's classes and how he teaches. His storytelling always makes the class fun and engaging. I love how simple the concepts always seem when he breaks things down. Difficult people are tough to deal with and work with, but, we always have the choice to deal with it and control ourselves, or, we let ourselves get affected by the negative emotion. But, the choice is ours.

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briansidor

Good introduction to understanding the importance of cap tables.

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lindsay.elizondo

Love Blair's webinars! Definitely wish there were more available on Illumeo. He is one of my facotire presenters!

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angel.kanonik

Very informative course with a lot of information to absorb. Take good notes in addition to the course slides.

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glenda.torres

Some of this information is out of date, specifically the taxability of relocation expenses.

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kaley.walker

I thought this was a thorough and helpful course as a manager who deals with many different types of personalities on a daily basis.

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sara.knight

It's clear the instructor knows this subject inside and out. She provides excellent examples to bring clarity to sometimes confusing topics. Very memorable presenter.

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naomi.brasher

im watching this one over and over. I am new to financial modeling

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chad.bailey

Materials need some improvement. They are just bullet points without any context. That's good for normal presentations, but won't be useful if trying to use as a guide later on when the information is not fresh in our minds.

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mark.cunningham

This is a high-level overview of information that all CPAs already know, but it's a great refresher. Highly recommend

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linda.jacobs

Presenter is easy to listen to but, the course needs real world examples - not just reading tax brackets.

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ginger.adams

Adding slides to visually show the examples discussed orally would really improve the user's comprehension. Great coverage of the topic.

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kerrey.lynch

This course is important for employees on all levels and even in our personal lives. I really like the points made on the importance of Listening well.

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liulu.he

It is hard to follow if someone does not have a background information about Sec. 199A deduction. Generally a good course but tired to finish.

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carlos.rangel

Very concise and to the point. I like the instructor's ideas to improve the book's closing timing. It was well-presented and organized.

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lisa.kyne

This course goes back to the basics in ethical behaviors for both individuals and leaders.

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seth.kaye

Instructor is effective at delivering the concepts and is also entertaining

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kim.greer

Excellent course as always from Ms. Lambert! Covers all the main areas of pay deductions and includes helpful calculation examples as well.

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marc.odenweller

There is no way the testing answers are correct (i have ran into this a few times). Question 5 answers are follow by-laws of parent org, or set rules on their own but within framework of parent org, or set your own rules and somehow the answer is all of the above even though c is mutually exclusive.

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joseph.ennis

Course was relevant and a good road map to live all aspects of your life.

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dan.zou

Course Contents: The professional standards and guidelines applicable to an audit The nature and purpose of auditing Audit approach and planning

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kari_.grimes

One of the best course I have recently taken - great job

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paul.morris

Excellent course on some basics of Strategic Management. Nice intro for newcomers in the workforce who have not grasped the importance of strategic placement in the market.

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karin.stocks

This is not a very exciting topic, but Vicki kept the topic interesting with personal examples.

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joseph.bedsole

Very informative and easy to understand. Presenter was conversational which made for easy listening.

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monica.jolla

The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.

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danielle.carr

Detailed and informative course with plenty of examples to illustrate application of laws into practice.

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brooke.fitzgerald

This webinar was very useful for my work and an excellent refresher.

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colleen.windham

Blair was very engaging. It's a great class for intro to finance.

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jeffrey.bell

I like the speaker. This course tells us that moving expense reimbursement is excludable from income. Since 2017 , this has not been the case with a few very limited exceptions. This content is very old!

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natasha.clark

I really hope Florida board of Accountancy accepts these courses. They are good and re-emphasize the basics.

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jennifer_.childs

The examples scenarios were very helpful. I enjoyed the cadence and how the information was presented and the corresponding pdf file to download for reference.

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sara.arnold

Very thorough. Most ethics classes are quite general, but this one offered a lot of good examples and also a clear understanding of the rules.

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chrystal

Very easy to follow. Information was relevant and up to date. I liked the slides.

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rick.beutel

Very lovely class. I can use this and also apply the principles to helping my kids write.

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jennifer.marshall_1

The instructor was engaging and covered relevant topics and details.

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amy.cathey

The course provided a good overview of topics. Instructor did good job a explaining the course material

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joseph.stevens

This was a good course. The content was good. It contained all the critical elements.

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kyung-min.kim

Great course!

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sandi.mcdonald

Too much repetition and not enough instruction on how outlook works.

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eric.catalina

This is one of the worst webinars ever. Too broad, does not explain anything and exam questions absurd!

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matt.paul

Very basic overview - nice for those wanting to start to understand accounting and the basic financial statements.

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malcolm_.clark

common sense advice that needed reinforcement. Very well done by the instructor

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yongsook.prince

Well structured overview of the course by instructor

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david.fisher_1

Good course. Supporting materials were relevant and the course met the intended learning objectives.

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brooke.blunt

It was hard to understand speaker at times, but she did stay on track with the required material. I also felt like her information contradicted what she had previously stated at times. But overall I got the information I was looking for out of the course.

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christine.sandora

There needs to be a more updated course-the rules from 2016 are very different now.

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bette.shepherd

Good discussion of potential pitfalls to watch out for when working with NFP

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amy.davis

Through was a good class to review in wage and law

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celeste.houston

This training was well done. However, the topic was a bit over my head. I am glad I took this course so I can become better versed in this topic.

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catherine.bullock

Concise and easy to listen to but I couldnt find a continuous play option. Also he didnt really go into S Corp.

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patrick.clifford

I think this course should be updated given changes in the tax law. Noted mainly with moving expenses as treatment has completely changed.

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julianna.davidson

The sound quality (changing volumes, frequently clearing throat) detracted greatly from the learning experience.

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suzanne.hill

This course was very good in explaining developing a budget and how to avoid mistakes in implementing a good budget.

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abraham.minto

Patricia's course on Ethics for CPAs in Business was well prepared and very relevant

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darcelle.carter

Exam question 15 does not have correct answer as an option

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tiffany.winkles

Good comprehensive review of ethical standards. Presenter pronounced Oregon incorrectly throughout the presentation.

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sheryl.perry

been using pivot tables for years and still learned something new

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debra.kene

Might be nice if there were more theory vs straight up calculations.

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wing_yee.lam

this course is very informative and keep me updated for 2022 tax changes.

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lisa.conway_1

Always looking for shortcuts in Excel and these are great!

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kim.miller

This webinar is helpful in understanding the annual audit that we go through in our company. Thanks.

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nicole.cunnea

Overview of state regulatory policies for method of payment and timing on payment to terminated EEs is very nice. I found the refresher very useful.

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lrefosco

This instructor is very easy to listen to! She does a great job of making the information relevant and digestable.

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kbuechel

This session was incredibly helpful to understand the need for controls and procedures.

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brian.meister

This course is a good overview of professional ethics for MD CPAs

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durantae.lucas

Good overview, would love a follow-up course that dives even deeper on deal killers.

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rebecca.mcfarling

There are some examples he talks about that include threshold numbers, but they aren't in the slides.

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richard.ray_1

Excellent and up-to-date summary of SBA loans. I enjoyed the text-based material and writing of the teacher. Helpful references to online resources.

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ron.reigstad

Great course and content! Very informative! I recommend it!

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darla.west_1

There were a few typos. Physical year is mentioned several times, when I think fiscal year was the intended terminology,

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brandon.bush

Great self-study. Well written and informative would recommend.

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norma.orozco

Challenging but always a good topic to know about. Thank you!

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danni.chen

This was very insightful on the future of the industry.

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brad.nielsen

The points made in this presentation would be very helpful to any member of any organization.

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michelle_.foy

Great content and I like these kind of classes for payroll professionals.

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barbara.rivera

Great webinar. Thank you for the useful information.

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haley

A good summary of fringe benefits. Informative and helpful!

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richard.lee

Lots of good information in this course. Not for beginners or those looking for a high-level overview.

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suzanne.lindemann

This class had a lot of informative information. I found it especially beneficial.

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mary.lawley

very thorough and simple to understand what could be hard to keep straight.

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evgeniya.chuchina

Excellent and informative course, would love to have an advanced course as well.

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doug.norfleet

I liked the text format of this course! Will use it again in the future.

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nicole.brown

Love to take courses from Vicki she is always so informative and gives thorough explanations and examples.

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natalia.lippold

A good review of accounting info I don't normally use in my work. thanks.

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kristin.waters

This course is definitely applicable in today's work environments. I have always worked from home and struggle with turning it off. I hear the dinging of messages and will sit at my computer during lunch.

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cheryl.wolfe

The material was pretty informative, but the delivery was very dry.

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charles.weeks

All she did was read a script, little if any help on anything.

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yisroel.cohen

outdated info that needs to be updated to reflect more recent tax changes

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ronda.suto

Needs to be updated!! from 2016...........................................................................................

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scott.heath

good, but more explanation of correct answers in some cases on review q's

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betsy

The course content was well organized. Slides are informative and will be a good reference.

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schmitz_1

Good coverage but needs to be updated regularly for the tax rule changes. Some of it is no longer correct.

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stephanie.violette

I thought this course covered the basics and was a good refresher on fringe benefits.

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melinda.spoden

Good overview of deductions from pay. This was a good review for me to take.

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brenda.demott

Excellent course. So much detail and is good reference material to have available.

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valerie.walden

The material regarding taxation of moving expense is outdated.

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corrina.edwards

I loved this lecture - some really great insights for how to be a better leader!

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holly.myers

Great refresher of ethics. Reminded me of my college audit class, important to refresh the mind each year to see how ethics are handled.

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emily_.kemp

This course has some great reminders, even for a seasoned manager.

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erica.carper

The presentation was extremely well-ordered and seamlessly moved through teaching the facts then applying with examples of each approach.

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thachten

great class, covers all sorts of rules and she explains everything thoroughly

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anna.poselenova

This is a comprehensive course on COSO concepts and principles. It was a lot of information to digest but instructor broke it down in blocks and made easier to understand. My favorite part is the summary section at the end of each block, very helpful.

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heather.mccollum

course needs to be updated for current moving expense rules.

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barbara.penhall

Course seemed disorganized and did not flow well. I didnt care for the section about the examples of clients the instructor had coached.

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maria.halpin

I have had 1 year or equivalent of two semesters full of Accounting courses but graduated in Computer Science instead. I have always been interested in Accounting and wanted to refresh my knowledge by taking this course. This is one of the best courses I have taken so far. Thank you

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debra.johnson

Good course on the basics of depreciation methods and calculation of gain or loss on sale or disposal.

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michelle.mohn

Very informative lesson that I can take back to the Finance Officer!!!!!

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suzy.grivno

Very informant course - contained a lot of good information. Course instructor very good with good examples.

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xavier.traverso

Great training and course. Easy to understand. Thank you.

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sean.lee_1

Good and Mandatory Ethics course. With recent changes, it's good to stay informed!!!!!!!

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nicole.osborne

Very informative. Instructor does a great job in recapping the important accounting events that took place during the quarter.

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patty.holley

good ideas . have to keep writing to get cert. not done, more writing

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sharonda.hurt

Vickis courses are always so helpful and easy to follow.

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sarasherlock

I liked this course as I found that it was very informative and a great refresher on all the many methods and ways in which fraud can occur and be prevented as well.

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monica.plymale

great instructor. this is a good basics course for accounting for income taxes.

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brivera

Liked how the instructor presented the information. She gave a lot of good websites to visit for more information.

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brian.snepenger

Thank you! There is a lot of info but it is well organized.

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dawn.brien

I really enjoyed this class. I like that Shirley has review questions.

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tiffany.miller

This is an excellent refresher course that I would recommend. It is a good suggestion to keep the slide materials for future reference and is also great for recertification of the CPP. I highly recommend this course.

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john.crouch

I did not like the way the questions were arranged for the final exam. A double negative trap is not a test to determine if the class material was absorbed.

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katie.broderick

This was a fantastic course on how to handle questions and complications that arise due to employing employees who work in multiple states throughout the year. The instructor provided a lot of great information with state specific charts, data and examples.

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gary.katz

The course was interesting and thorough She was fun and iteresting in her presentation

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pabstdavid

Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.

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paula.neher

Good refresher class for payroll professionals and HR.

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frank.gonzalez

Excellent overview of covered material. Examples and support material were helpful in understanding each excel tip.

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jennifer.silbernagel_1

great refresher and eye opening since we do not deal with some of the states that have weird rules.

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rachel.jackson

Great presentation with very relatable and useful information that I will be able to apply now.

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kelly.sanders

Great general overview of the new standard. Very informative.

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polly.roe

great course, it was very in-depth and interesting to listen to. the instructor clearly knows her stuff.

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greg.biedenstein

Great course. Very easy to follow. Great examples from the professor.

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austin.daneshmand

I expected this class to be a basic balance sheet tour, but it was surprisingly refreshing. Great course. The instructor provided multiple real-world examples that were challenging and informative. I look forward to more courses from this instructor.

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j_craig.meyer

the course is a good review of basic accounting theory. author explained in quite detail

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dennis.roberts

Good introduction to TPA for our foreign sub. Gives guidance on where to find more detailed information for specific countries.

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ricardo.de_alba

Excellent overview of the topic, with engaging examples and pulse checks. Wide range of subjects covered.

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ross_.connor

This instructor does a great job with her classes. The tests are actually based on the course and the material.

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lynn.farrar

I enjoyed this presentation very much. I had no idea about the extra leave time that had been added. I have not been working. Thank you

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mallory.brennan

Great course on Corporate tax filings for schedule M-3 Part III.

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steven.stanforth

The handout materials are 109 pages, but could be improved if more graphics and flowcharts were utilized.

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christina.arnold

Course was interesting to see the perspective without any knowledge of payroll and fringe benefits. Wish there was more sufficient sides with detailed information and more examples of each of the fringe benefits. Needed more information on some of the sides instead of bullets of simple subjects.

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cuiping.wang_parkhur

This is a very comprehensive course for tax planning strategies for short-term rental properties.

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judith.poli

Really great instructor, easy to follow even though the subject itself was a little challenging. Great examples and good slides.

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xun.zhang

I learned from this course about portfolio management, including asset allocation, risk and return, the efficient frontier, Sharpe ratio, Beta, et al.

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william.keeton

Instructor needs more enthusiasm and to have slides that are better organized to fit the screen.

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cammy.dollins

Another good course from this instructor. The instructor was clear, and offer detailed information regarding cyber security. Anyone would benefit from this course.

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bryan.ballew

It's not 'physical' year, it's 'fiscal' year. FYI

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enaguib69

Very bad class, notes are very bad & has nothing to do with the exam

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emily.moran

This course was really interesting because I learned about some of the new things I can do with 365. Definitely recommended. However, digging into the differences between various versions of Excel is not too interesting.

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claudia_jones

High level overview which is good, but I would appreciate accounting courses that were more detail. Illumeo appears to be lacking in government accounting courses.

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sealtiel.alvarezsanchez

What a challenging test! A lot of specific information on states. Must pay attention to details. A very overall class on multistate taxation.

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tedstiefel

Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.

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kordel.lentine

It provided good insights in what NOT to do or say at times.

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sharon.vincent

Very straight-forward explaination which made the lecture easy to follow.

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annesta.turner

Thank you so very much for this course . Was a little hard to follow. Slides needed more information

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david.fassezke

Boring topic, but well presented by the author. Lease topics are not generally exciting

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christina.woodward

Thank you, this course was great. I felt like it covered everything necessary and provided me with the tools to pass the exam at the end. Overall I would recommend this to a colleague.

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tasha.bury

Very engaging speaker. He used inflection during the course and emphasized areas as he spoke. The topic kept me entertained, focus and excited to learn more.

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sandra.quan

I felt this course had logical content. A little too conversational for my tastes, but I recognize that many learn well in this format

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whitney.purinton

Excellent class with important information on knowing your audience. Class includes helpful tips when working with those in higher positions.

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kimberly.sykes

The course went beyond the subject of delegating skills for managers.

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kfried

Other illumeo presenters should take this course! Awesome!

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diane.d'entremont

Course was informative and I learned some new things I was not aware needed to be addressed in withholding

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amanda.fialkowski

Presentation was great. Neil was engaging and effective. I can see myself utilizing this information immediately.

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lisa.bellucci

I liked how clear the examples were and how it was relatable to my work environtment.

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lasonya.cistrunk

I loved the realness and relevance of this speaker. Great calls and wonderful advice given.

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nancy.macha

This course does not provide reference slides. It is also outdated with most information based on 2017-2018 tax years. Lastly, the final exam is riddled with typos, which makes the questions confusing.

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brenda_.taghizadeh

Good course, I would recommend it, simple terms and well explained. Thank you

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shirley.wong

Great instructor. Very happy to take the class and learned a lot

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jennifer.fazekas

Vicki is Excellent!!! Very well taught and explained. Love her explanations and she is very well-versed on the subject!

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sylvia.ravelli

Instructor uses great examples and makes concepts very easy to understand.

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danielle.dell

The information is spoking in the presentation but not clearly documented so found the test hard to determine

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allison.justice

great course content, lots of information that needs to be considered, insightful and well presented.

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kimberly.davis_anderson

Interesting overview of government budgeting & planning.

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lynda.fuentes

This course is a comprehensive look at multi-state taxation which can be a very complicated subject. The examples provided were great. As always, the instructor is clear and knowledgeable on the topic.

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catherine.joy

Very clear explanation of complex topics, good review of basic concepts.

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john kogan

Loved the instructor.

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tammie.laurito

This course provides a good overview of the history and importance of Sarbanes Oxley. It's a good reminder of why it is important to continually evaluate processes to reduce risk exposure.

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erika.iben

Wonderful overview of COSO including all relevant changes in the 2013 version

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paul.achterberg

Good content, but the speaker was hard to follow because of mispronounced words and reading style of teaching.

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amanda.hamner

I hate completing this section. please remove this box.

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melissa_kronenberger

The course itself was fantastic. I would take pieces of it again as refreshers. Given the final exam is 160 questions, I would have been better suited to take the classes in two hour chunks with credit after each class. It was also incredibly frustrating to answer the same question numerous times in the final exam.

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stacy.lett

Excellent re-fresher course. Highly recommended for managers and payroll professionals.

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sheryl.powell

This course provides an excellent overview of the circumstances that lead to employee over payments as well as important information regarding deducting repayments.

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christle.madding

very thorough overview of the internal audit process and the guidelines by which they are governed.

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regina.stewart

This was an excellent presentation of tools that are key to efficient payroll analysis. The student should invest personal time practicing the applications but the material could not have been presented better. The overview followed by the actual application in the worksheet was extremely helpful in following along. All excel courses should be taught this way. Slides were well formatted and are usable for future reference.

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katie.young

Great job! Course was very informative and easy to follow.

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madeline.ashbrook

Enjoyed taking this course. Looking forward to taking others from this instructor.

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karen.murphy

Good coverage of material but some of the slides were not detailed enough to follow along

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noelani.akana

The instructor made this course fun. He enthusiastically repeated items of importance. I found his style easy to follow, understand, and retain.

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suzanne.foster_1

Excellent. The speaker was like an export on the material, she did a wonderful job with the power point slides as well.

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katie.silver

Good info on traveling and when/how to pay and tax. I believe some of the info in the webinar is outdated but the basics are covered.

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dawn.hickmon

Communication is the cornerstone to any successful relationship.

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diana.shipe

very very good. cant wait to take the courses that go into more detail

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nicole.battle

Very good information. I thought I was pretty knowledgeable of the differences, but there was quite a bit I didn't know.

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susan.quattrociocchi

I loved the instructor - a lot of knowledge was given

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rosanne.scriffignano

Very helpful review of SEC compliance and reporting. The instructor did a great job of making this topic interesting!

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shien.mccullough

This is not a basic course. Beginners beware. You may have to watch it a few times to actually understand it. Good refresher for intermediates though.

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tina.foy

Love the manner in which the information is organized. One can refer back to this time and time again to keep it front of mind to increase effectiveness

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katherine.hall

Good course content. The presenters kept the content moving and interesting. Knowledge is powerful.

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sue.hughes

Course needs to be updated. I was very disappointed in the course.

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lisa.langdon

Great PDF Handouts to use to reflect back on the course.

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jim.stanislav

Nice looking/professional presentation and materials.

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cj_kitzer

I love this XL guy. He's got great slides and always takes the time to explain them properly.

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patrick.gowaty

Great Course I think we need more documentation.

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lisa.nagem

I'm just learning accounting so still trying to learn the debits and credits.

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wanda.mcclain

Good information to know and very informative; great instructor. Slides were wonderful and informative as well.

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lisa.buchanan

The material was delivered in a clear manner and the slides were very informative.

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jeanne.chase

Randall's approach is clear and logical to presenting numbers effectively.

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latanya.mckalope

Excellent course. Provided good details on the how-too, shortcuts, and formulas.

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paul.hayden

Very helpful to learn of the different styles and their characteristics

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thanh.truong

This course provides a detailed materials on preventing and detecting fraud.

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stayce.robinson

Great review for a non IT professional - especially payroll professionals. Great high level view.

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abilloo

Very well spoken and concise summary of the major updates

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molly.burgess

The content in this course is great! It has helped me personally in so many ways. Thank you for sharing!

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josue.sanchez

Great course! I enjoyed that this provided an overall review of accounting and I actually learned a new way of doing things.

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jonathan_.espinosa

Some the text on the slides cannot be easily read. The slide with the roadway.

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charles.elwis

After having been away from auditing for many years, this was an excellent refresher course.

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aking

Interesting course and practical knowledge for dealing with cash controls.

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chantell.haines_1

I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.

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francesca.bauman

There was a lot of content in the short amount of time. Facilitator is very knowledgeable and has a pleasant voice, making it easier to follow.

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cholm

This course is more of a thought generator than a how to.

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vince.torchia

The course makes it seem like these changes would be simple when in reality this is a very high level overview.

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denyce.brown

After deciding that the employee is not your employee, you need to run it by A/P to make sure it's not a subcontractor. The employer is responsible either way. Not mentioned in the seminar....

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justinesoares

Course was very helpful. Quiz questions were not as aligned to Payroll accounting as they could have been.

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angela.dams

Instructor was very knowledgeable and gave a good summary of changes for 2018.

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jeffrey.goers

I thought this course was excellent. The content is broken down in a way that is understandable and David walks through the examples so you can see the application first-hand. I would like to learn more about excel with David. He is a great teacher!

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matthew.kaufman

Good introduction to systems which is helpful because my company may soon be in the market for a new system

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amy.gililland

maybe a few more examples to test knowledge during the sessions...maybe some on the edge (administrative assistance who also does paralegal duties?)...

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ruby.aponte

This course was very informative and relevant - the documentation will be helpful to use with my team

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sara.malone

The lesson was good, but the course materials could have been better. They seem to include highlights only and not as many details as were discussed, so it makes it difficult to use as a reference for later.

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catherine.castelow

A great basic overview of payroll accounting. Easy to understand and follow.

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erin.rafferty

This was a very informative and helpful course. I would love to see a new version of this published, just in case any information has changed in the states since this was originally made.

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suet_wai_yukie.li

good link between history in the US and why ethics has become such a prominent topic

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craig.scanlon

Much prefer video presentations. Case facts are much more obvious than typical fraud cases. CPA should never practice again demonstrating no knowledge and/or interest in identifying basis of fair financial presentation or uncovering significant issues with client financials.

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nicole.mcclure

Great explanations of basic accounting principles.

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laurence.gutcher

The presenter lacks tone and speaks far too slowly to remain engaged. The presenter also reads the slides, providing very little additional insight.

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juan.pozzi

Very useful overview of ASC606 that will hook you up. It opens the palette of impacts in several industries alerting you to dive deeper into its complexities and to follow the remainder courses on the subject.

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marmstrong

Great material, effectively presented and well organized.

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nyree.ausler

I really like this instructor. She is upbeat and informative and keeps you engaged. Great course.

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kevin.unger

An excellent overview of what abandoned wages are, how they impact payroll, and the laws and regulations surrounding reporting and remitting to states.

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michael.robertson

The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.

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kirit.kapadia

Good insight in personalities and leadership. Excellent explanations of human behavior

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yuxin.cai

The lecturer gives a very clear lecture. Very well organized material presented. Great exercises to understand ethics.

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troy.belgrave

These courses are presented in a way that makes the info very easy to follow. Instructor does a great job.

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wszeto

The answer to question 5 of the final exam is incorrect because it was not updated for the 2018 change in bonus depreciation depreciation %.

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xinghua.liang

it's good and convenient for those people who work with company that don't reimburse expenses.

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jon.koepke

Great insight on how Lease Accounting will change under IFRS 16. And all the decisions that must be made in properly booking right of use asset and liabilities starting next year

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deugenio

There is no correct answer for question #3. Can you double check this?

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briana.cline

More examples of taxable vs. nontaxable scenarios, like what we received in the exam would be nice.

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diana.rosario

Ms. Lambert is a very good instructor. Her real life examples, slides and style of delivery are excellent.

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amelia.nemeth

Really enjoy how Marc & Paul present together - engaging!

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jacob.rothman

Good job logically laying this out. The use of video to demonstrate the technique was excellent. The instructor would be easier to listen to if he didn't end every sentance with "right?"

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andrea.jones

good, easy to follow instruction with lots of examples

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tim.thomas

Good overview of the Segregation of Duties method of review and of why its important

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milenie.thompson

Very through with plenty of scenarios. The instructor is very pleasant and goes at a good pace.

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sue.norton

great course...really helps define rules and regulations to ensure we are handling correctly.

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godfrey

This has improve my excel knowledge tenfold. thank you for your well thought out plan and explanations.

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jennifer.radge

This is good information and a good review from when I took the CPP exam. There were parts where it seemed like the instructor was reading to us.

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xiaohui.yang_1

Interesting real life cases.

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tatiana.meshkova

ok

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simon.adell

A very interesting topic, another one they don't teach you in school.

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terri.salazar-rodriguez

Slides very helpful. Information very thorough.

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asetness

Very Helpful

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lindsey.henley1

Very informative

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yqian

I like the examples and explanations,great lectures!

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llillie

Would have liked a little more detail around company provided food, cell phone, etc.

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tim.jones

intesting

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mj.pierce

Engaging and knowledgeable presenter.

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carmen.diep

The instruction is very easy to follow. I have mastered the subject matters!

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jimw

Good coverage of all possibilities.

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cpofisher

Good overview of the different entities and advantages/disadvantages of incorporating under each type.

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jan.maxwell

The instructor shared a lot of good information and examples; however, a good amount of that information was not included in the slides. This made the slides rather useless.

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todd.stanley

good review material

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arlene.nelson

Would like to have seen examples calculations incorporated into the slide PDF supporting materials Also, beneficial to have Excel template of Recap of Sales Mix Calculation made available

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michael.nice

Great information and well presented. Personally gained a gret amount of information for future use in reporting.

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mike.morse

What about online identity theft companies? What do they do and are there worth the money? What are the steps to take if you have your identity stolen?

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rachel.scott_1

Very basic if you're a CPA.

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crystal.epps

I truly enjoyed the review, it included advance and basic information where anyone from any point could gain some new information and follow along.

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paul.bianco

Informative class.

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swong

The course is so easy to understand.

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cyril_.erugo

Very informative. A must have tool for a manager.

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aross

Too much time spent discussing the presenter's qualifications

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collin.thomas

liked the course - would like to hear about best methods for gathering the information to tax the employee.

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bill.grant

Test questions were not captured in the presentation materials.

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tracey.bertolina

The last question did not seem to be worded as well as it could have been.

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kurtboehringer

this course was excellent. well structured, easy to follow and content rich.

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jason.wimmer

I believe the exam answers are not correct and should be reviewed.

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betty.glover

Really enjoyed the course. Covered the material well with the incorporation of examples.

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