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Current Issues in TIN Validation and B Notices

Decrease backup withholding and penalty notices, prevent costly penalties and reduce the error rate in TIN validation.

The IRS has made backup withholding and the obtaining of TINs a focus of their reviews. Do you have completed W-9s forms? Do you perform backup withholding when it is required? Do you have exposure for penalties as well as underwithholding or no withholding? This topic will assist you in reviewing your process around gathering TINs from your vendors and to make sure you are aware of the rules of withholding when you don't have correct documentation. Understand how to deal with B Notices when they are received and ways you can mitigate your exposure to penalties.

Runtime: 100 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Terminology

Information Returns and TINs

Form W-9

Electronic W-9 Process

Backup Withholding

Exempt Payees

E-Services

B Notice Process

Penalties

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on January 10, 2018.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mary H. Angelbeck

Mary H. Angelbeck

  • Retired member of Ernst & Young’s National Employment Tax/Information Reporting Group
  • Enrolled agent with the IRS
  • More than 30 years of experience in the field of taxation, both as a state administrator and as a consultant
  • Practice included managing large payroll restructuring projects; payroll tax advisory services related to mergers and acquisitions; providing year-end federal, multistate, and local payroll tax advisory services; payroll related federal, state and local tax controversy; and federal as well as state and local information reporting (1099 and 1042-S) issues
  • Speaker for local chapters of the American Payroll Association, the New York University Annual Institute on State and Local Taxation, the Federation of Tax Administrators, the Tax Executives Institute, the Counsel on State Taxation, The American Bar Association, the Pennsylvania Institute of CPAs and Lorman Education Services
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401428
Published 2018
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Available in Multiple Formats

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