Posts Tagged ‘tax training’
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. .
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Register and Pay Online:
Tags: 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.
Registration Fee: $99.00
Schedule:
Length: 60 Minutes.
Level: Basic
Prerequisite: None. 1099 Basics is recommended.
Credits: 1 CPE Credits.
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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.
Registration Fee: $99.00
Schedule:
Length: 60 Minutes
Level: Basic
Prerequisite: None. Basics is recommended.
Credits: 1 CPE Credits
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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.
Schedule:
Length: 60 Minutes
Level: Basic
Prerequisite: None.
Credits: 1 CPE Credits
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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
Schedule:
Length: 60 Minutes
Level: Basic
Prerequisite: None. 1099 Basics is recommended.
Credits: 1 CPE Credits
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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.
Registration Fee: $99.00
Schedule:
Length: 60 Minutes.
Level: Basic
Prerequisite: None. 1099 Primer or 1099 Basics is recommended.
Credits: 1 CPE Credits.
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.
Registration Fee: $99
Schedule:
Length: 60 Minutes.
Level: Basic
Prerequisite: None. 1099 Basics is recommended.
Credits: 1 CPE Credits.
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.
Registration Fee: $99.00
Schedule:
Length: 60 Minutes.
Level: Basic
Prerequisite: None. 1099 Basics is recommended.
Credits: 1 CPE Credits.
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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
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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.
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.
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Register and Pay Online: