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Hot Topic: 1099/1042-S Year-End Planning Session

If you were unable to attend our “Spring Forum”, you have missed 2 days of industry specific information and critical tools proven to establish a “Strategic Plan” to ensure cost effective compliance.   Even if you were able to attend, you need a refresher before you attend one of our Year End Programs.

Mark your calendar now and join us for 2 hours of IRS new revenue procedures, final and proposed regulations, directives and compliance initiatives specific to laws President Obama signed in 2010 affecting 2011, 2012, and 2013.

This session addresses critical issues:

  • Find out exactly what the IRS will be looking for when they audit your company- use the same checklist they do.
  • Identify the “Triple Whammy Effect”.
  • Ensure Your B-Notice House is in order by using 5 proven steps for success.
  • Eliminate the myths about P-Card Reporting. Find out who’s in and who’s out.
  • Get the inside scoop on the delay of the 3% Government Reporting.
  • Get a bird’s eye view of a proven process to get management commitment.
  • Take away checklist for year-end processing that has been used successfully in previous IRS audits.
  • And much more!

Registration Fee: $199

Schedule:

Length: 120 Minutes.
Level: Basic
Prerequisite: None.

Credits: 2 CPE Credits. .
.
Register and Pay Online:

Invoice Me

Substitute W-9: Designing Your Own W-9

The IRS allows you to develop your own W-9. Make it easier for your payees and simplify your system with your own W-9. Learn how to design your a W-9 that works for you. 

  • What information is required
  • Writing instructions that work
  • Registration Fee: $99.00

    Schedule:

    Length: 60 Minutes.
    Level: Basic
    Prerequisite: None. 1099 Basics is recommended.
    Credits: 1 CPE Credits.

    Register and Pay Online

    Invoice Me

    When will I recieve log-on information?

    Reporting of Settlement and Attorney Payments

    Final attorney reporting regulations were issued in 2006. However many companies are not in compliance. Learn when it is necessary to report to both the attorney and claimant, and how much you should report to each.

  • Do you have duplicate reporting obligations with attorney payments?
  • Learn which settlement payments are reportable
  • Learn the best practices for obtaining TINs for all attorney payments
  • Document policies and procedures for attorney payments specific to your industry
  • Who do you report to when there are 3 attorneys listed on the check
  • Registration Fee: $99.00

    Schedule:

    Length: 60 Minutes
    Level: Basic
    Prerequisite: None. Basics is recommended.
    Credits: 1 CPE Credits
    .

    Register and Pay Online:

    Invoice Me

    When will I receive log-on information?

    Spotting Foreign Payees

    It’s critical that you properly classify and document your payees. The requirements for US versus non-US persons are quite different. Do you know if your payees are foreign?

    • What does a TIN tell you about a foreign payee?
    • Get an overview of how to apply the presumption rules when reviewing your forms
    • Includes a matrix of determining US versus Non-US
    • Find out the number one way to find out if you have misclassified foreign payees as US persons.
    Registration Fee: $99
    Schedule:

    Length: 60 Minutes
    Level: Basic
    Prerequisite: None.
    Credits: 1 CPE Credits
    Register and Pay Online:
    Invoice Me

    When will I receive log-on information?

    Responding to IRS B-Notices

    Do you know what to do when you receive an IRS B-Notices? Learn how to respond to IRS B-Notices to reduce penalty exposure.

    • Implement a proven step by step process for B-notice compliance
    • Learn new language which must be included in  your notifications to your payees effective for fall b-notice compliance
    • How to apply the “Two in Tree Years” rule
    Registration Fee: $99.00
     Schedule:
     

     

    Length: 60 Minutes
    Level: Basic
    Prerequisite: None. 1099 Basics is recommended.
    Credits: 1 CPE Credits

    .
    Register and Pay Online:

     

    Invoice Me

    When will I receive log-on information?

    Documenting a Vendor/W-9

    Proper documentation is essential to a successful audit. Identify what name, tax status and TIN number must be on a W-9.

     

  • Who is an exempt payee?
  • What payments are exempt?
  • When is a perjury certification required?
  • Registration Fee: $99.00

    Schedule:

    Length: 60 Minutes.
    Level: Basic
    Prerequisite: None. 1099 Primer or 1099 Basics is recommended.
    Credits: 1 CPE Credits.

    ..
    Register and Pay Online

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    When will I recieve log-on information?

    Backup Withholding

    Should you be back-up withholding? Do you understand how the consequences of non-compliance affect your bottom line? Learn how to setup an audit proof system.

  • Learn the 4 types of backup withholding
  • Determine your deposit schedule
  • Learn a step by step process for withholding correctly
  • Is your computer system hindering your ability to do backup withholding?
  • Registration Fee: $99
    Schedule:

    Length: 60 Minutes.
    Level: Basic
    Prerequisite: None. 1099 Basics is recommended.
    Credits: 1 CPE Credits.
    Invoice Me

    When will I receive log-on information?

    Independent Contractors

    Incorrectly classifying your workers may be one of the highest risks your organization can take. You can face significant fines with the IRS. The Department of Labor may come looking for any overtime not paid. You will be responsible for back employment taxes for the payee and the company. You will also pay for any benefits that were given to other employees but denied to the improperly classified contractor.

     

  • Is your contractor really an employee?
  • Is your company next on the IRS audit list?
  • Includes a checklist for using the Control test to determine compliance
  • Feb 1, 2010 the IRS will be specifically targeting all industries for independent contractors
  •  

    Registration Fee: $99.00

    Schedule:

    Length: 60 Minutes.
    Level: Basic
    Prerequisite: None. 1099 Basics is recommended.
    Credits: 1 CPE Credits.
    Register and Pay Online:

    Invoice Me

    When will I recieve log-on information?

    1099 Basics

    Information reporting can be a complex subject. There is essential information you need to know for proper compliance. We will tell you why 1099 reporting is important and what could happen to your company if it is not done correctly and in a timely manner.

    • Understand the information you are requesting
    • Identify that 1099 form applies to the payments you make
    • Learn how to effectively communicate what you need to the payee.
    • Imagine getting your W9 correct the first time.


    Registration Fee: $99

    Schedule:

    Length: 1 hour webinar.
    Level: Basic
    Prerequisite:None
    Credits: 1CPE Credits
    .
    Register and Pay Online:

    Invoice Me

    When will I receive log-on information?

    1099 Reporting for State and Local Jurisdictions

    State reporting is complicated. Each state has their way of doing things, they all conform to the same standards. We.ll give you a proven short-cut method to determine your obligation.

  • Five-Step process to determine state reporting obligations.
  • Have you created Nexus in another state?
  • Are you required to file state returns?
  • Can you identify payments you must report to states?
  • Registration Fee: $99
    Schedule:
    December 13, 2011 11:00am – 12:00pm CST
    March 8, 2012 11:00am – 12:00pm CST


    Length: 60 Minutes.
    Level: Basic
    Prerequisite: None. 1099 Basics is recommended.
    Credits: 1 CPE Credits.
    .
    Register and Pay Online:

    Attendee Name :
    Date/Time :

    Invoice Me

    When will I recieve log-on information?