Navigate 2026’s biggest regulatory changes with confidence! Gene Marks sits down with Paychex experts to tackle your pressing questions on no tax on tips and overtime, multi-state paid leave requirements, worker classification rules, and mandatory Roth catch-up contributions under SECURE 2.0. From understanding R&D deductions to managing retirement plan updates, this episode breaks down complex regulations into actionable insights. Whether you’re an HR leader, payroll professional, or business owner, discover what you need to know to keep your company compliant and your employees informed in the year ahead.
Watch the full webinar: https://bit.ly/4afnAD9
Have a topic idea? Share it at https://payx.me/thrivetopics
00:00 – Episode preview
01:16 – Meet the tax expert
01:51 – No tax on tips and overtime
11:40 – Research and development tax credits
16:09 – Work Opportunity Tax Credit (WOTC) updates
18:45 – Tax segment wrap-up
20:13 – Meet the HR expert
20:52 – Paid family and medical leave changes
30:11 – Paid sick leave requirements
37:06 – Worker classification rules
42:03 – Overtime overview
46:00 – HR segment wrap-up
47:32 – Meet the retirement expert
48:05 – What is a Roth 401(k)?
51:01 – SECURE 2.0 and “Rothification”
57:01 – Retirement and employer responsibilities
66:50 – Tax credits under SECURE 2.0
69:20 – Wrap up and thank you
The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.