TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties

Duration - 90 minutes
Speaker : Miles Hutchinson, CGMA

CREDITS: 

Purchase Options
Individual Purchase Options
Recording
Download link will be emailed for single user access with handouts. Available in 3-5 business days, after Live Event. Never Expires.
$199
Transcript (PDF)
PDF transcript of webinar with handouts will be emailed. Available in 7-10 business days, after Live Event. Never Expires.
$169

  • Home
  • Recorded
  • TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties
About The Event

For many years, the IRS has placed the burden on businesses, non-profits and not-for-profits as well as all levels of government to report information about taxable payments they make to their vendors and customers.  In order to more accurately match our information reporting to taxpayer’s tax returns they have introduced an “e-services” portal to help us ensure the names and tax identification numbers provided to us by our payees match their records.  When used properly, this system can reduce the risk of warning letters (CP-2100s/B-Notices) and penalty notices (972-CGs) from the IRS.

Learn the best practices for eliminating 1099 error notices from the IRS.  Discover the power of the TIN Matching system.  Discover the smoothest way to register to use the two step verification process introduced 12/10/17.  Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements. Understand the difference between and 1st and 2nd B-Notice and the related differences in required vendor responses.  Be sure you institute and stop Backup Withholding when required.  Join us for a content-rich 1.5-hours and you will gain the tools to make you the most effective information return manager your company has ever seen.

Why Should You Attend

How do you know your vendor’s W-9’s are correct?  What are the consequences of filing incorrect name and ID numbers on their 1099’s? In just 90 minutes, you can begin to develop a solid plan to move your company toward near absolute regulatory compliance, efficiency improvements, standardized processes, & adequate documentation to ensure your 1099’s contain accurate information that will agree with the IRS’s records.  You will all but eliminate your B-Notices from the IRS!

Areas Covered

Do you know the answers to these questions?

  • Starter Question: What is TIN Matching?
  • What are the benefits of the TIN Matching System?
  • Who must request access to the TIN Match system?
  • How do we register to use the system, including the 2-step verification system introduced 12/10/17?
  • How does the TIN Match system work?
  • What are the best practices for managing 1099 reporting requirements?
  • How do I deal with vendors who report incorrect information on their W-4’s?
  • B-Notices: when I receive a letter from the IRS stating I have incorrect names/TINS on my 1099’s, what must I do and what about the deadlines?
  • What if I receive a Notice of Proposed Penalty? –
  • How do we negotiate a reduction or eliminate the penalty?
  • How do we leverage the Reasonable Cause Regulations?
  • How does TIN Matching impact the fight to reduce proposed penalties?

Who Should Attend

CFOs, Controllers, Compliance Managers, Accounting Managers, Accounts Payable Managers

Any institution that makes reports on forms 1099-INT, 1099-B, 199-DIV, 1099-PATR, & 1099-MISC


Industries: Human Resource, Payroll & Accounting, Accounting And Taxation , Payroll, HR Compliance, Performance Management
e4b11c77c0d5d9e39aaa138de54e3139.jpg
Miles Hutchinson, CGMA

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,700 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. He is the author of several useful accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.

ceu3.png

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: 1.0

A Webinar is simply a web based seminar, where a participant can interact directly with the presenter and can ask questions during Q&A.
Purchase a Webinar. Then login to your user account. Go to Orders > Webinar. You will see a “How to Join” button. Click on that, and you will be taken to Event Details page, where you can see “How to Join” tab.
Yes, you can ask Question directly to the speaker over the call or via chat.
You will be provided a link to access the webinar, this will install a very small software just once. You don’t have to download it again in future.
While signing up, please use your details on Sign Up page and once you complete your order, you can login to your account and add actual attendee details against your order.
You can add the actual attendee detail from your Compliance Prime account after logging in.
You can download the Invoice by Logging into your account. You can find that under order history.
Yes, you can save upto 50% on group registration. Please contact us to find your exact discount. You can chat with us, call at 888-527-3477 or email at help@complianceprime.com
You can apply those coupons/credits on checkout page.
While registering online for any course you need to choose the quantity of the webinar. You can also change the quantity in your shopping cart. On next page, please use the billing details for creating account and once your registration is completed, you can add all attendee details from your account.
No, the login details are unique to each paid registrants. You need to buy additional registration for each of the other participants
Login to your user account. Go to Orders > Webinar. You will see a “How to Join” button. Click on that, and you will be taken to Event Details page, where you can see “How to Join” tab.

Also, please check your junk mail or spam folder for events@complianceprime.email or customercare@gotowebinar.com. If you are still unable to find it, contact our Customer Service at (888) 527-3477, 8:00am-4:30pm EST Monday-Friday, for a new one.
Please login to your account and download your “Certificate of Participation” against the webinar you are registered for. It usually available there in next 48 hours after the webinar.

For that, login to your user account. Go to Orders > Webinar. You will see a “Attendees” button. Click on that, it will go to Add Attendee page. There you can add Attendee details. Once you have added the details, you will be taken to Attendee Listing page, where you can see “Certificate Download” button to download certificate.
If you opt for Recording we will share a link of the respective webinar which you have chosen within 10 business days after the webinar day. You need to login to your account to download this webinar recording in mp3/mp4 format on your computer system.
After you have purchased a recording, login to user account. Go to Orders->Recording tab. There you will find a Download link. Click on that to download the video.
No. You need to buy additional recordings for each of the other participants.
On Demand webinars are the online programs that allow you to earn CEUs at your convenience. You can watch it multiple times for 30 days from the date of your purchase. You just need to go into your Compliance Prime account to access that.

Once you have purchased a On-demand video, login to user account. Go to Orders->On-demand tab. You will find a Watch Now button. Click Watch Now button to watch the video.
In recording you can download the webinar and keep it with you forever. Where as in On-demand you can stream the webinar for a period of 30 days and you cannot download this.
A Transcript is the written PDF file, which contain word-to-word recording of presentation. You can download it and read it whenever you want. In order to get the transcript, please login to your account. Then go to Orders->Transcript tab. You will find a Download link. Click Download link to download the transcript
A conference room with Unlimited Participants will allow you to gather as many people you want in a conference room and attend together. You will get a single login details which you can use to access the webinar from a conference room with unlimited attendees.
Continuing Education Credits can be availed for On-Demand option but not for the recordings.
You may register online up to one-half hour prior to the live webinar.
Yes, please contact us to request for this. You can chat with us, call at 888-527-3477 or email at help@complianceprime.com
We have created some packages of previously held webinars from similar interest group. By going for this option, you can save almost 50% every time as compare to the individual products.
Yes you can. Please select the webinars and let us know. We will adjust the price accordingly for you.
No. It's not allowed. You can not share the membership with anyone. If you need additional user access, please purchase an additional subscription.

Access Unlimited Webinars

Let's get unlimited with compliance Prime All Access Membership Plans and Access Hundreds of Courses Each Year.
SUBSCRIBE NOW
Why You Should Subscribe?
Unlimited Live and On-Demand Courses

Attend any of our live webinars, more than 100 every year and all previously recorded webinars in On-Demand format related to HR, Payroll, Affordable Housing, Construction Law Management, Microsoft Office and Performance Management Office.

Unlimited SHRM and HRCI Credits

All our HR related programs are pre-approved for HRCI and SHRM credits, for which you don't have to pay anything.

Free Access to Course Materials

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

Group Discounts

If you have a group, we offer good discounts on group membership.

Call Now At

888-527-3477

What people are saying about us
Our Accreditation Partner
  • HCI
  • APHR
  • SHRM
  • SPHR
  • CPE