W-9 Compliance Made Simple: TIN Verification, B Notices & Backup Withholding
Sep 03 |
01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT | |
| Duration: 90 minutes | Speaker: Patrick A. Haggerty, EA | |
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ABOUT THE EVENT
Form W-9 may look simple - but getting it wrong can create costly problems when it’s time to file 1099s.
This practical webinar will show you how to build a stronger W-9 compliance process, from collecting and verifying TINs to handling incorrect information, IRS “B” Notices, and backup withholding requirements.
You’ll learn how to catch potential issues early, respond properly when problems arise, and establish procedures that can help support a reasonable cause defense when penalties are at stake. We’ll also cover the latest information on proposed IRS changes to e-filing thresholds so you can prepare ahead of upcoming requirements.
You’ll learn how to:
- Improve W-9 collection and documentation procedures
- Verify names and TINs before problems reach your 1099 filings
- Handle missing or incorrect TIN information
- Respond to IRS CP2100/2100A “B” Notices
- Understand when backup withholding applies
- Reduce errors and potential information-return penalties
- Establish policies that support reasonable cause
- Prepare for proposed changes to information-return e-filing thresholds
Ideal for: CFOs, controllers, AP and accounting managers, AP professionals, business owners, purchasing professionals, CPAs, and Enrolled Agents.
Patrick A. Haggerty, EA
Pat Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.
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
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Elizabeth Jeffery
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The speaker was extremely knowledgeable. Speaker moved the program forward at a good pace. The time flew by.
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Thanks to you, we don't miss any update from my industry. I will recommend my colleagues to sign-up.
Katie
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I learned the different levels of violations. Her experience is very evident. As long as I can retain the information, I will be on top of my game.
Maria Glezos
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I thought it was well organized, comprehensive and the speaker was an effective communicator.
Sharn
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The speaker was excellent along with her life experiences.
Brian
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I liked how specific and precise Gwen is with the explanations. It is so helpful and for my two new employees that attended, it was excellent. For this "old" one it was very good.
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