February 27, 2025
60 Minutes
10 AM PT | 01 PM ET

Form W-4 Explained: What’s New for 2025


LIVE ONLINE TRAINING COURSE


Back in Dec of 2017 The Tax Cuts and Jobs Act was passed and it was one of the most significant tax changes in sometime.

This webinar will give detail knowledge on how the payroll professional is to properly process the Form W-4 for 2024 and 2025. Before changes the Form W-4 was a critical form that all companies have to obtain from employees and has had special processing requirements.

A review of the IRS specific laws around processing of the Form W-4 and how they should be handled will be discussed. Continued challenges that employees face to understand how to complete the Form W-4 bring challenges to employers on how to properly support employees when completing the Form W-4. This webinar will review for the most recently updated form and the requirements of the employer.

SESSION HIGHLIGHTS:

Understanding the proper way to process a federal W-4

  • What should be the proper process for an invalid W-4 in 2025
  • Proper processing and maintenance of an IRS lock in letter
  • Electronic W-4 requirements and what the new form means for employers with electronic W-4 systems
  • Understanding the requirements around Form W-4 and how an employer can be at risk
  • IRS Form W-4 change requirements and how it affects you as an employer
  • Employer notification requirements and important deadlines for both Form W-4
  • Discussion on what make the Form W-4 invalid
  • Review and examples on the new ways to calculate federal taxation in 2025
  • Best Practices on how employers can better communicate W-4 changes to employees

Why You Should Attend:

  • W-4 Requirements
  • Electronic W-4’s
  • Completing the Form W-4
  • Invalid Form W-4
  • Exempt W-4 Processing
  • Other W-4 guidance
  • Lock in letters
  • Substitute W-4
  • Non Resident Alien W-4 Processing
  • 2025 Changes and updates

Who Should Attend:

Attending this session will help participants to gain knowledge on W-4 Requirements, Electronic W-4s, Completing the Form W-4, Invalid Form W-4, Exempt W-4 Processing. Apart from that, the speaker will shed light on the Other W-4 guidance, Lock in letters, Substitute W-4, Non-resident Alien, and W-4 Processing. Our speaker will ensure that all those present in the webinar fully comply with the 2025 changes and updates.

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.

Dayna is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association.