● Registration open · Early-bird pricing through Nov 20

40th Annual Payroll Tax & Fringe Benefits Update

Every 2027 payroll number.And what to update first.

Federal limits, wage bases, retirement contribution caps, and the new W-2 reporting for qualified tips and overtime — plus payroll law changes across eight states, so multi-state teams get one answer instead of chasing eight agencies. CPA Amanda Dussold covers all of it in one morning. You leave with the numbers and the order to change them in.

Attend Live Online Attend in St. Louis Attend in East Peoria

Why this one's different

The update payroll teams plan December around.

For 40 years this has been the room — and now the virtual room too — where payroll, HR and finance professionals get the year's numbers straight before January makes them urgent. Attendance grows every year because the cost of getting it wrong grows too.

In one focused morning, CPA Amanda Dussold walks you through what changed at the federal and state level, what it means for your organization, and what to update first. She ran her own payroll company before she taught tax, so the guidance is practical and the Q&A is open the whole way. You leave with your list — so you spend the first quarter running payroll, not correcting it.

What you'll walk away with

→ The 2027 numbers, in hand — federal payroll tax limits, wage thresholds and retirement plan limits, ready to load into your system before the first run of the year.

→ W-2 reporting you can execute — exactly how to report qualified tipped wages and qualified overtime now that OBBBA’s requirements are fully in force.

→ Your states, all of them — threshold and law changes across eight states, so multi-state employers get one answer instead of chasing eight sources.

→ A straight answer on AI in payroll — where it genuinely helps, and where payroll data privacy draws the line.

→ Materials and the recording — presentation, forms and resources on a private resource page, with the recording available for 90 days.

See what's covered

Click a topic for what Amanda covers in each part of the program.

Federal Payroll & Tax Updates

• 2027 federal payroll tax limits and wage thresholds

• 2027 retirement plan contribution and benefit limits

• Annual federal payroll tax updates and employer compliance requirements

• IRS guidance and payroll reporting changes affecting employers

Payroll Compliance Hot Topics

• One Big Beautiful Bill Act (OBBBA): final implementation review

• New Form W-2 reporting requirements for qualified tipped wages

• New Form W-2 reporting requirements for qualified overtime compensation

• 2026 year-end reporting requirements and employer responsibilities

• IRS enforcement priorities and payroll compliance reminders

Technology, AI & Payroll Operations

• Using AI responsibly in payroll administration

• Payroll data privacy, security and compliance considerations

• Practical applications of AI for payroll efficiency

• Emerging technology trends impacting payroll professionals

Fringe Benefits Update

• Taxable vs. non-taxable fringe benefits

• Employer reporting requirements

• Common compliance mistakes and audit considerations

• Latest IRS guidance affecting employee benefits

State Payroll & Employment Law Updates

• Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, Ohio and Wisconsin

• Paid family and medical leave developments

• Pay transparency requirements

• State wage base thresholds and other payroll-related legislation

Live Q&A

• Questions are taken throughout the program and at the end

• Bring the reporting question you haven’t been able to answer

Additional details will be provided within three weeks of the event.

40th Annual Payroll Tax & Fringe Benefits Update

Federal, state and fringe benefit changes for 2027

When

Live OnlineFriday, Dec 11 · 8 AM–12 PM CT (9 AM–1 PM ET)

In Person, St. LouisFriday, Dec 11 · 8 AM–12 PM CT

In Person, East PeoriaTuesday, Dec 15 · 8 AM–12 PM CT

Where

Live online via Zoom

AAIM Training Center, 12851 Manchester Rd., Suite 150, St. Louis

Par-A-Dice Hotel & Casino, 21 Blackjack Blvd., East Peoria

Registration

Early bird through Nov 20 — Member $349 · Non-Member $449

After Nov 20 — Member $399 · Non-Member $499

SHRM and HRCI recertification credit applied for

Attend Live Online

Attend in St. Louis

Attend in East Peoria

Three Ways to Attend

Same update. Your format.

All three sessions cover the same federal, fringe benefit and eight-state content. Pick the one that fits how your team works.

Live Online

Attend from anywhere

Best for multi-state teams and anyone outside St. Louis or Peoria.

Friday, Dec 11 · 8 AM–12 PM CT (9 AM–1 PM ET)

What's included

• Federal, fringe benefit and all eight state updates

• Live Q&A throughout

• Digital materials and the recording for 90 days

Attend Live Online

In Person · St. Louis

AAIM Training Center

Seating is limited.

Friday, Dec 11 · 8 AM–12 PM CT

What's included

• Breakfast and check-in from 7:30 AM

• Printed materials, including the annual forms and reference binder

• Q&A in the room, plus the recording for 90 days

Attend in St. Louis

In Person · East Peoria

Par-A-Dice Hotel & Casino

Best for central Illinois employers.

Tuesday, Dec 15 · 8 AM–12 PM CT

What's included

• Breakfast and check-in from 7:30 AM

• Printed materials, including the annual forms and reference binder

• Q&A in the room, plus the recording for 90 days

Attend in East Peoria

Who's teaching

A CPA who has actually run payroll.

Amanda Dussold, MSA, CPA

Your presenter

Amanda is a Certified Public Accountant and a full-time instructor teaching Accounting, Taxation and Auditing at Southern Illinois University Edwardsville. She previously owned and operated her own payroll processing company, working with employers of every size and structure, and has held accounting roles at a public accounting firm and a large healthcare organization.

She continues to provide bookkeeping and tax services through Avail Professional Services, LLC, and holds a Master's Degree in Accountancy from SIUE.

Why employers come back

40 years. Still the one they don't miss.

Registrations have grown four years running, and the same companies keep coming back. Payroll changes every January whether or not anyone is ready for it, and the teams in this room start the year knowing exactly what to change.

Attendees come from payroll, HR and finance, at employers from a few dozen people to several thousand, across eight states.

Speaker was great. Knowledgeable, good pace, and kept my attention.

Really good content. Speaker was very knowledgeable, clear and concise.

I like the virtual option — it saves three hours of travel time plus expenses.

I have gone for the past 25 plus years.

Questions, Answered

Everything you need before you register.

Q Can several people from my company attend?

Yes. Many employers send payroll, HR and finance together.

Q Will it be recorded?

Yes. Every registration includes access to the recording of the December 11 live online session for 90 days after the event.

Q Which states are covered?

Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, Ohio and Wisconsin — on every date and in every format.

Q Is it approved for SHRM and HRCI credit?

Recertification credit has been applied for, roughly 3.5 hours. Activity IDs are shared with registrants once approved, and again in the thank-you email after the event.

Q What materials do I get?

In-person attendees receive printed materials, including the annual forms and reference binder. All attendees get digital materials on a private resource page about a week before the event.

Q When is the detailed agenda available?

Mid-November. The 2027 federal and state figures publish in late November and early December, and the program is built around them.

Q Need help registering?

Reach the AAIM Solutions Team at solutions.team@aaimea.org or 314-754-0236.

Start 2027 with the numbers in hand.

Save your seat for the 40th Annual Payroll Tax & Fringe Benefits Update — December 11 in St. Louis or online, or December 15 in East Peoria.

Attend Live Online Attend in St. Louis Attend in East Peoria

Every 2027 payroll number.And what to update first.

The update payroll teams plan December around.

What you'll walk away with

See what's covered

40th Annual Payroll Tax & Fringe Benefits Update

Same update. Your format.

Attend from anywhere

AAIM Training Center

Par-A-Dice Hotel & Casino

A CPA who has actually run payroll.

Amanda Dussold, MSA, CPA

40 years. Still the one they don't miss.

Everything you need before you register.

Start 2027 with the numbers in hand.

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