--- title: Be Ready for Year-End With PayrollOrg description: Register today for PayrollOrg’s Preparing for Year-End and 2027 courses and join payroll experts as they break down what you need to prepare for 2027 image: https://www.payroll.org/images/default-source/default-album/new-year-2027-on-wood-block.jpg?sfvrsn=8acc83c5_0 --- [![soc-fb](https://blogs.payroll.org/hubfs/ct-23-assets/footer-icon_fb.svg "soc-fb")](https://www.facebook.com/American-Payroll-Associations-Chapter-Relations-877434285724525/) [![soc-in](https://blogs.payroll.org/hubfs/ct-23-assets/footer-icon_li.svg "soc-in")](http://www.linkedin.com/groups?about=&gid=1051077&trk=anet_ug_grppro) [![soc-tw](https://blogs.payroll.org/hubfs/ct-23-assets/footer-icon_tw.svg "soc-tw")](https://twitter.com/APAChapters?lang=en) - [Home](https://blogs.payroll.org/chapter-leaders) - [About](https://blogs.payroll.org/about) - [Connect](https://blogs.payroll.org/connect) - [Resources](https://blogs.payroll.org/resources) ![23-PayNewsNow-Horiz-Logo](https://blogs.payroll.org/hs-fs/hubfs/23-PayNewsNow-Horiz-Logo.png?width=1300&name=23-PayNewsNow-Horiz-Logo.png "23-PayNewsNow-Horiz-Logo") [![26 PayrollOrg®RGB-NoTag long](https://blogs.payroll.org/hs-fs/hubfs/26%20PayrollOrg%C2%AERGB-NoTag%20long.jpg?width=1300&name=26%20PayrollOrg%C2%AERGB-NoTag%20long.jpg "26 PayrollOrg®RGB-NoTag long")](https://payroll.org/) ![](https://blogs.payroll.org/hs-fs/hubfs/PayrollOrg_Swirl.jpg?width=35&name=PayrollOrg_Swirl.jpg) Custom URL No Widget: By [PayrollOrg Staff](https://blogs.payroll.org/pay-news-now/author/apa-staff) on Oct 20, 2026, 8:48:09 AM # Be Ready for Year-End With PayrollOrg **Year-end is here! Are you getting the right information?** From year-end fundamentals to department-specific requirements, PayrollOrg’s [**Preparing for Year-End courses**](https://payroll.org/education-certification/courses-seminars/preparing-for-year-end) help payroll professionals cut through the noise and focus on what actually matters. Get reliable, expert-led guidance on the compliance requirements, reporting changes, and best practices you need to close out 2026 and prepare confidently for 2027. Don’t let headlines do your year-end planning. Get legitimate updates on Public Law 119-21, known as the One Big Beautiful Bill Act (OBBBA); topics such as qualified overtime and tips; 2026 Form W-2 reporting requirements; changes to U.S. wage and hour laws; and much more. ### **What You Can Learn** You will receive a customizable year-end checklist in Excel to help ensure compliance when you close out 2026. You will also be provided with: - Information about how the OBBBA will affect year-end payroll, including how to report qualified overtime and tips on information returns and how to handle Trump accounts - Guidance on SECURE 2.0 Act changes - Updates on the U.S. Department of Labor’s rules, including the “white collar” exemptions, joint employer status, and worker classification ### **Class Options, Registration** PayrollOrg offers the course in four formats: 1. One-day, in-person classes are available in cities across the country 2. Interactive, both one- and two-day, virtual classroom courses in different time zones 3. A live webinar delivered in four segments 4. Four class segments, which are also offered as webinars on demand Not able to devote an entire day or two half-days? No problem! The [**Payroll Preparing for Year-End and 2027 webinar series**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3nLW36LYH76j4qZJW4n7rgw6sZGMCW1dv3gs6TvnTPW3gSkkw7jPg0JVsyd3c87wJfrW6XJ0RW3vsSGzW8sp_7b9fJwl8W1qxQtL4cMLLbW8_R0WK5KFk91W23-zsz2rgqzVW91rN5b4K6QjYW3948-t6lptJNW2Bm2Hy7M_7C_W4YJKqP9lc64GVymhdM4p4Sj-W7tT3m05bMCVPVRnzGf8yDZrCW3kVl8L2pxPDCW34M-h91QTL1xW2sM1FY3z6WBdW3KRwMl1hXCRzW2gcyV-3WDDJ6W8b2_Zq3mHk9hW5Q01cz5tyRrGW7ZY6Gz8N3DPpW2FKfhn7D1vchW3SL-pW4m8QyDW8GzL2X5XSt-yf8M1ddW04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490371721%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=BqlUwRNTwJ6xTJ1NMS9LZaHUdIxzuqyl1p9WYfC6c0M%3D&reserved=0) can be taken as individual segments or bundled. The four sessions break out as follows: - [**Segment 1: Year-End Preparation**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3kwW1XlWjT4vZkclW1YzpKZ3LXfjmW1zTnd08Ls3RDW4Xp0hd8ZnsbpW1jYwqt2FkbYlW3Brr0Q3RjDngW79kKk74Tf4TNW19GF-S36z2_QW7XJG6z2rLx6qW42Xgq518p7mmW51n2fV8jWSXvW6J0BHZ79VMYdW19qDg_2M7QW7W1Vm0D23LGpBjW79t77S98xgs6V7PD6r8_TZymW6772dP26N3fnW1Kczy0237PGKW3CzPWx5yK3T3W3pGtHS2L9gvZW7vWzHl5-KDZFMTL2glYQmNvW3nTgwn66Gf9QW1851RS7MX9ksW8js7KD6SPDj0W3075HT26fd0hW8PFGw96tzvhFW2RyrJp3z1l69f2jkkK004&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490405195%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=f2ZlO3csVYY7TCFmOnwgFEO4h6lcjvm5kvU20NFzibY%3D&reserved=0) - [**Segment 2: Year-End Reporting and Taxation of Fringe Benefits**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3lDV6RkdQ7PzRnqW47hxm26mgKNnW60DBsX3YdChGW8T4d9R6chT0pW89DP5731HMnwW5cd5JR1sHNlFW6wkKlb3hgm0tN22HKmfmX-qYF8j9jhD74zGW3gJgqf7wZGYWW1q116c27DGNXW8yQskS8mBsH1W7Nqr_T7tFq8xW3mJYcK3Ty7v1W8nnp-B4Q11zQW5gCJr56xj4z4W2ZLsxS8nD1vKW4qNC2g2Hf9YsW3ZwPgZ7FV1DSW8g_BWP8sd768N2_vYS9WNYp-W1t-V3g8qGP1YN2w3ws3VKp2xW3kwJz033DpB-W72J96176Nn9hVWQgSb2k4FBqW56YD7y24rrV7VHypGN9ghbwYf8K40hq04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490437806%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Glqg9roxSEmjeox%2BwJTY4dfd4jniDgRbpKm8wJeOzbU%3D&reserved=0) - [**Segment 3: Legislative and Regulatory Review**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3nDW1Sl6-v9l2l8XW3p9c_V4NfnnFW2TY6TT2jDrlvW8jQ2l21b0-JgW6W51RS2ngSBwN8mHljHSd1B1W4vhmhS5VwdMGW1_KVzz6nPyTKW8_mLNm7kVJNPW8T0Tk03wtbNbW7cnhN_80mDbMW30wVFq8Dyc_yW6881yg5DX5v9W6f395t89Sz1fW8jB7x940DLgSW2Jp8hf2qTqFQW5vCpMx6Fpqv6W1H0XNJ8KDl6tW180-2M2-8nj8W4ww7Lp3Vyx7KW5b6qky7M2lz0W1Dh23934l_PGW1YJVkY8J7BpQW7-tTKp1hzSYdW5pfX606ScHjQVTVbJd35lW-JN7QyZRy4dm5WW8q5wj28jp90nd39KDP04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490470528%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=xrYQE9PECTWLeM4%2Blr%2FTYaqWWp%2BJwu%2FlcEllEGM9dlU%3D&reserved=0) - [**Segment 4: State Issues, Annual Changes, and Form Review**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3n7W3pVsJL6XhDDgW3w2dRG6tpnD3W28qxD81Kt6ZYW8HCbP-8LPyWRW5R3lxk3Wh0v-W8LKhMY5pRV46W420hLj39lJJ2W6fbTfc53krz3W7MdDWG3h3vxjW5mvVqm1nV5nyW6c6BQp3rcLtCW5CkG0r2WP3SRW16-_zJ1nCD4sVm1bPm2Tf070W84nYvB18fjWlN4pD3Hp33RP9W9lxyMw2ZGnlMMrhcHqJLZ-GW7BpY_517SL9hW1fVyfv2W8k3DN3RKv6ZRz2x8VsNSxm6RmDmfW2Y9b7_5YjXQdW1S8Yjm40l2YwVvfFCM3mQ9GZW46rs4136SyVjW6fmC3V6ktzn8W3zG1jp5BsYsdf3n2dY-04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490503240%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=NoimAylMl%2BYMdmxzLO9BOhxDnTBNVregCSVOIxQ%2BUw4%3D&reserved=0) There are also specific Preparing for Year-End Courses to provide specialized year-end knowledge, such as the following: - [**Advanced Payrolls**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3lkW7FWZzp3k3sy9W9lv_Ww26QPV-W7d1zs792KfKqN8zHmF0F_VYfW6z-bmb5gxDMzW1KMks75VldVLW8M13b-1__wyPVT93sl6G2d7DMYH6y2LN5gCW38t6Lp7gZyLbW1S3Nfk2wBt5LN6znFPHf1fJrW8303Gf7L-Z9bW2XkYcw80hsf-W3qCS2Y8K7nZ3W5CVqmP6z-l7hN601JN8lwkn0W27LtSG4K3hR9N7SHcGw2hkpNN2PKF0jhP3t0W2zcyRc1c86hHW74CCyK93030vW2g9nBm72WN3hW3DW0k34Rf6mMN4zb3yFP4ms9W4n5Bgs5WNxH7W2kf4dQ90PWtWW5QXWqY1kWD6Yf17k2fl04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490569411%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=qnSbTMCp2QVsFdFWpNwuMoaE01VIKF5WKheLTh7t2Fk%3D&reserved=0) - [**Government/Public Sector**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3kwW5HpmTt5bGX-JW97z9Dg91jjR0W3CdJRN7CT5P8W3ysmg01Kb2vhW91f8_k13BkdzW5v9GrB57P5gjW1mtYS73d9ZQPW43HZLH5Wdyq7W5sfvyF5m_yGrW2l345w6LkfZXVyqBFT1r85j5W668sny5B9fbYN8f3FRFlH-69W7_nLSt2GkxFCW8w44NF81ZJbvW3x7QhW9bF0VXW5-CdHK6P6QbmN5f6T296hZ4dW7pMxzq6hJWJ4W36Mw0C3G129mW2bnS9V4Vqd8yW8ssxtg8_x975W41R_H08-4smmW1jRylK1l5TR_W4Skh1S7myLfCVhj2kJ2XSWd5Vs6z_p5VN1rQW6_B2gl66g4wSf43-99604&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490595170%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=PhgKfEh63HRQIQC1UJ4gneZSW9Z8QFwxEytqclXKfx4%3D&reserved=0) - [**Canadian Payrolls**](https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.payroll.org%2Fe3t%2FCtc%2FI1%2B113%2Fc3g-Q04%2FVW5twp4JTYSDW5WRBhc4yT2zNW4FBnYy5VY77lN7PgQ2K3qgz0W8wLKSR6lZ3lCW4tMf0G4kC2mZW5BrQZL7jmBnmW4QyB2P3rhcs0W6SL71z49MGwMVL8srn5K6svVW6K3Jr87BFLJGN96XhgxYQJVGW1XrWnS59gB3fN3sV757RTHlrW8Fk1gl7_W83TW1fL2J75PcV65W67Ql0n5q5fWlW6lFF0V251TMHW3H-KY01RbV83W796hhH4294PkW88XDVZ4j_pGvN7qLgptsV2SZW7-RC0d7BdCcfN6tyKtKpM1v-W2gl6v-5w1ZZnF9c69_8g0bxW4FjTXH2lgX5_W34pPqt6t-qDVW1YD1N52Zv259VXs_fb91MVrqW3ylD7z4vqq6ZW192VPR1-39qLW1RKFjD7dfJjSf4mLhTs04&data=05%7C02%7Csbircher%40payroll.org%7Ca17cc4fb59aa409cd22508df2637dab9%7Cd9da42618a024c38b9b6cf2693c19c16%7C0%7C0%7C639271693490617595%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=LXqAr5qYueGCVtxkKM0ohowWYmWuMbNdIg6B9WhXhmM%3D&reserved=0) ### **Register Today** You can earn up to 6 RCHs, 0.6 CEUs, or 7 CPE hours. CPE hours are not available for webinars on demand. For more information and to register, visit the [**Preparing for Year-End webpage**](https://payroll.org/education-certification/courses-seminars/preparing-for-year-end), or view the [**brochure**](https://info.payroll.org/pdfs/courses/pfye.pdf). --- Not a member of PayrollOrg? Check out the many benefits you get [**when you join**](https://www.payroll.org/membership/all-member-benefits)! ### Search ![payroll-logo-white](https://blogs.payroll.org/hs-fs/hubfs/payroll-logo-white.png?width=200&name=payroll-logo-white.png "payroll-logo-white") [Privacy Policy](http://www.americanpayroll.org/privacy/)     |     Acceptable Use ©[PayrollOrg](http://payroll.org) [![soc-fb](https://blogs.payroll.org/hubfs/ct-23-assets/footer-icon_fb.svg "soc-fb")](https://www.facebook.com/PayrollOrg) [![soc-in](https://blogs.payroll.org/hubfs/ct-23-assets/footer-icon_li.svg "soc-in")](https://www.linkedin.com/company/payroll-org/mycompany/) [![Twitter-X-White-Logo-PNG](https://blogs.payroll.org/hs-fs/hubfs/Twitter-X-White-Logo-PNG.png?width=20&height=19&name=Twitter-X-White-Logo-PNG.png)](https://twitter.com/PayNews)