IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination

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September 21, 2010

Time:	1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
Length:	1 hour 30 minutes
ID:	386586

	Non-Member	Member
Live Teleconference:	$219.00	$197.10

Live Teleconference + CD:	$288.00 Best Value!	$259.20 Best Value!

Can't Attend the Live Teleconference?
CD/Manual Package Only:		$197.10

Benefits

This teleconference will provide information on the purpose of the Form and when it should be obtained. You will learn who can complete Form W-9 (U.S. persons) and if the payee is a foreign person, that Form W-8 is necessary. In addition this teleconference will provide valuable information regarding the backup withholding requirements if the W-9 information is not obtained and the risk to your company if backup withholding is not performed.

Agenda

	W-9 Summary
	What Is the Form W-9? What Is the Primary Purpose of Form W-9? Is a Form W-9 Mandatory? Who Should Complete Form W-9? Definition of U.S. Citizen, U.S. Resident Alien and U.S. Nonresident Alien How Should a Single Member LLC (Disregarded Entity) Complete Form W-4 E-Services Online TIN Matching Program Backup Withholding Name/TIN Mismatch or No TIN Electronic W-9 Process Brief Overview of B-Notice Process

	Form W-8 Series
	What Is the Form W-8BEN (or W-8ECI, W-8IMY, W-8EXP) Instructions for Requestor of W-8BEN What Is the Purpose of Form W-8 Who Should Complete Form W-8 Definition of Foreign Person or Nonresident Alien What Is U.S. Sourced Income? U.S. Nonresident Withholding Back-Up Withholding Reporting to U.S. Nonresidents on Form 1042-S Form 1042-S vs. Form 1099 Form 1042 vs. Form 945

Faculty

Deborah J. Spyker, CPA, Ernst & Young

Deborah J. Spyker, CPA

Senior manager in Ernst & Young�s Tax Controversy and Risk Management Services Group
Focuses on employment tax and information reporting tax services
Responder for the Employment Tax and Information Reporting segment of the Ernst & Young Online Tax Advisor
Previously an employment tax auditor for the state of Colorado
Editor of the 2000 to 2008 editions of WGL�s Principles of Payroll Administration and The Payroll Practitioner�s Compliance Handbook; as well as the 2001, 2002 and 2003 editions of the American Institute of Professional Bookkeepers Mastering Payroll I and II
M.Tax. degree, The University of Denver
B.S. degree in biology, University of West Florida

Continuing Education Units

AIPB
CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
CPE
Enrolled Agents
Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Detailed Credit Information

Additional credit may be available upon request. Please call 1-866-352-9540 for more information.
Only registered attendee will receive continuing education credit.

Who Should Attend

This teleconference is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers, enrolled agents and attorneys.