W-2 or 1099? Who Really Qualifies as an Independent Contractor in 2027?

Is your business classifying workers correctly? The difference between an employee and an independent contractor isn't always obvious. A worker you treat as a 1099 contractor may actually meet the criteria for employee status under applicable federal or state rules.

Join renowned payroll expert Vicki M. Lambert, CPP, for a practical, in-depth webinar on the rules governing worker classification in 2027. Learn how the IRS, Department of Labor (DOL), and state agencies determine worker status, where their rules differ, and what employers need to consider before issuing a W-2 or 1099.

What You'll Learn

• IRS Worker Classification Rules: Understand the classifications permitted under IRS rules and how to determine the correct status.
• The Common Law Test: Explore the common law rules and the three key IRS factors used to evaluate worker relationships.
• IRS vs. DOL Standards: Understand how IRS classification rules differ from Fair Labor Standards Act (FLSA) requirements and why both matter.
• State Classification Rules: Learn how state requirements, including the ABC test for unemployment insurance, can affect independent contractor status.
• Federal and State Enforcement: Explore information-sharing agreements and enforcement initiatives used by the IRS, DOL, and state agencies to identify potential misclassification.
• Form SS-8: Discover how to use Form SS-8 to request an IRS determination of worker status.
• W-2 vs. 1099 Reporting: Understand who should receive a W-2 and who qualifies for Form 1099 reporting.
• Audit Triggers: Identify common situations that can attract scrutiny and increase the likelihood of a worker classification review.
• Penalties and Employer Responsibilities: Understand the potential financial consequences of misclassification and which agencies may impose them.
• Correcting Misclassification: Learn what steps to consider when you discover that a worker has been incorrectly classified.

Why Attend?

Worker classification involves more than deciding whether to issue a W-2 or a 1099. Different agencies may apply different standards, and getting the classification wrong can lead to unexpected tax liabilities, back wages, penalties, and administrative challenges.

This webinar will help you understand the rules, recognize potential classification issues, and make more informed decisions about your workforce in 2027.

Who Should Attend?

• Payroll Executives, Managers, Administrators, and Professionals
• HR Executives, Managers, and Administrators
• Accounting and Finance Professionals
• Business Owners and Executive Officers
• Operations and Departmental Managers
• Payroll Compliance Specialists
• Attorneys and Legal Professionals
• Anyone responsible for worker classification, payroll reporting, or employment compliance

Speaker(s)

Vicki M. Lambert, CPP

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations. With 40 years of hands-on experience in all facets of payroll functions as well as over three decades as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today. A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California where she is the instructor for the American Payroll Association’s “PayTrain” online program offered by Brandman University.

CEUs

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Credits: 1.5

Compliance Prime is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org

Credits: 1.5

Compliance Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org.

Credits: 1.5

Credits: 1.5

In accordance with the standards set forth in Circular 230 section 10.6, CE Credits have been granted based on a 50-minute contact hour.

Credits: 1.5

Unlimited Webinars

Access Unlimited Webinars

SUBSCRIBE NOW

Why You Should Subscribe?

Unlimited Live and On-Demand Courses

Watch all live or recorded webinars (up to 120 minutes long). Get instant access to a library of more than 500 high quality courses presented by best-in-class presenters.

CEUs: PAYROLLORG, CPE, SHRM and HRCI Credits

Fulfil your recertification requirements by earning CEUs from PAYROLLORG, CPE, SHRM and HRCI.

Free Access to Course Materials

Each program comes with Additional Course Materials, which you can download and read anytime.

Additional Discounts

Get flat 20% discount on Premium Product Category like, Long Hour Webinars.

SUBSCRIBE NOW

Call Now At

888-527-3477

Email Us At

help@complianceprime.com