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Year-End Ready: Advice from the Pros Who See It Every Day

Our free three-part webinar series brings you a benefits broker, a tax professional and a tax preparer who see year-end mistakes up close and know how to avoid them.

Year-end doesn't have to mean renewal surprises, missed tax credits and an inbox full of W-2 questions. In this series, Netchex sits down with the experts who see these problems every day. 

They'll share what goes wrong, why it happens and what HR, payroll and finance teams can do now to start the new year on solid ground.

 Each session is practical, focused and ends with live Q&A.

 Register here to join one session or all three.

The sessions

What Your Broker Wishes HR Knew Before Renewal

November 12 | 2PM CT

A benefits broker shares what HR should have ready before renewal, and the data mistakes that cause trouble with carriers.

Beyond WOTC: Hiring Tax Credits You May Be Missing

November 19 | 10AM CT

A tax pro explains where the Work Opportunity Tax Credit stands, why you should keep screening new hires, and which other credits are worth a look.

Multiple Pay Rates, Shift Differentials and Weighted Overtime

On Demand: Available November 17

A Netchex payroll expert shows where the math breaks and how to set up pay rules that get it right every time.

Want more from the experts? Check out our December Sessions →

HR team and benefits broker reviewing renewal documents

What Your Broker Wishes HR Knew Before Renewal

Renewal season goes smoother when HR and your broker are working from the same playbook. A benefits broker shares the data gaps, enrollment errors, and last-minute surprises they see every year, and what HR can fix now to get better renewal conversations and fewer carrier headaches.

You will learn:

  • What brokers need from HR before renewal, and when
  • The most common enrollment and eligibility errors that reach carriers
  • How clean, connected benefits data cuts down on rework
Tax preparer and HR professional reviewing W-2 forms

Multiple Pay Rates, Shift Differentials and Weighted Overtime

When someone works two jobs at two rates in the same week, or picks up a shift they weren’t scheduled for, overtime and differentials get calculated wrong. A Netchex payroll expert shows where the math breaks and how to set up pay rules that get it right every time.

You will learn:

  • How weighted overtime works when an employee earns more than one rate

  • Why shift differentials break when the shift worked isn’t the shift assigned
  • How to check your pay rules before the holiday schedule hits, with a pay-rate checklist to take with you

WOTC and Beyond: Hiring Tax Credits You May Be Missing

The Work Opportunity Tax Credit lapsed on December 31, 2025, and as of this fall, Congress has not renewed it. In past lapses, Congress has often restored the credit retroactively, but only employers who kept screening new hires on time could claim it. A tax professional explains what to keep doing now so you don’t lose credits later, and which other employer credits are still available.

WOTC Status

Where WOTC stands today and why screening every new hire still matters

Two Critical Deadlines

Complete Form 8850 by the day you make the job offer, and file it within 28 days of the employee’s start date. Neither deadline can be fixed after the fact.

Other Credits to Check

Paid family leave (45S), employer childcare (45F), the FICA tip credit (45B), and state hiring programs

Register for the full series and get access to all recordings and resources

Register Now
Festive holiday-themed illustration of professionals attending a virtual webinar

BONUS: 12 days of payroll 

A holiday gift for your payroll team: A Netchex expert takes you through a different part of the platform each day, from payroll and time to benefits and HR, with one practical tip you can use right away. Each video is just a few minutes long, so you can watch between leftovers. 

Mini-series.