Every business that pays independent contractors has IRS documentation and reporting duties. This 60-minute W-9 and 1099 compliance webinar covers the rules for collecting Form W-9 and reporting on Forms 1099 for interest, dividends, patronage dividends, real estate transactions and the well-known Form 1099-MISC.
You'll learn how to set up independent contractors and new payees with the right documentation, test W-9 information against IRS records for free, handle backup withholding, and decide when to e-file information returns. The session also covers Form 1099-K for card payments and how FATCA affects reporting for U.S. persons.
The goal is records that withstand an IRS third-party documentation audit and a defense against Letter 972-CG proposed penalties.
Errors in W-9 collection and 1099 reporting lead to B-Notices and steep IRS penalties. This training gives you best practices to stay compliant and lower the risk of improper exemption claims by vendors.
It suits bank managers, compliance, information reporting, tax, IT and risk managers, CFOs, controllers, accounting managers and auditors at for-profit, nonprofit and government entities.
Errors in W-9 collection and 1099 reporting lead to B-Notices and steep IRS penalties. This training gives you best practices to stay compliant and lower the risk of improper exemption claims by vendors.
It suits bank managers, compliance, information reporting, tax, IT and risk managers, CFOs, controllers, accounting managers and auditors at for-profit, nonprofit and government entities.
Brian G. Rosenberg
Brian G. Rosenberg, CEO of TRG Consulting, is a leading expert in AP automation and process improvement. He has over 15 years in the design of accounts payable shared service centers and nearly 20 years of experience with the implementation of accounts payable solutions. Mr. Rosenberg is also the chairman of the editorial board for Financial Operations Matters magazine and is a published author, and speaker, on procure-to-pay best practices.
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