Live Webinar

100-minute live streaming program
  • April 25
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Course

Form W-9: Payee Identification and Tax Determination

April 25

Prevent costly penalties and learn how to safely manage requirements and procedures surrounding Form W-9.

In recent years, the IRS has stepped up its compliance efforts in the area of information reporting and withholding, including Forms 1099 and backup withholding. The Service has greatly enhanced its technological capabilities and more companies are now receiving automated notices and penalties for noncompliance. This topic will help U.S. withholding agents better understand the requirements for collecting and validating Forms W-9 and correctly reporting the information on Form 1099. It will also address common mistakes and best practices to enhance operational efficiency and avoid penalties. In situations where the IRS has already issued a penalty notice, the material will also discuss the strategies and procedures for drafting a response.

Learning Objectives

  • You will be able to define who is considered an exempt recipient for Form 1099 reporting.
  • You will be able to describe the different types of Form 1099 reporting.
  • You will be able to discuss the benefits of using the IRS’s TIN matching program.
  • You will be able to explain the penalties that may be assessed if Form 1099 reporting is not performed correctly.

Learn Everything You Need to Know Regarding Form W-9 Requirements

Lorman Education Services offers effective, convenient Form W-9 requirement training that will help your company remain compliant with IRS guidelines.

Enjoy the Convenience of Completing Form W-9 Requirement Training Online

For many busy professionals, taking time out of a busy today to attend an in-person seminar or training class is not a viable option. Our Form W-9 requirement training is available online, eliminating the need to leave your office. Register for the live virtual training event, which is also available with a recording for future reference. Other options include viewing archived presentations on demand, receiving an audio reference manual via USB flash drive or downloading an MP3 recording of a live event.

The All-Access Pass Is Your Ticket to a Wide Range of Training Possibilities

The most convenient and cost-effective way to meet all of your training needs is by purchasing an All-Access Pass. For one price, you get a full year of unlimited training in multiple formats including live and on-demand programs, whitepapers, reports, manuals and more. If you’re completing Form W-9 requirement training to fulfill your continuing education requirements, you’ll appreciate the state-specific credit tracker feature that helps you assess your progress.

We’re an Experienced Continuing Education Solutions Provider You Can Trust

Over the course of our 28-plus years, Lorman has helped more than 1.4 million busy professionals like you meet their continuing education and training needs. As with all of our programs, our Form W-9 requirement training is developed and delivered by experienced, knowledge faculty members who are regarded as experts in their field. You’ll benefit from engaging, insightful instruction that will be a valuable asset now and throughout your career.

Register for our Form W-9 training program or contact us for additional information today.

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Why Lorman?

Over 37 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

Due Diligence
  • Documenting U.S. Persons
  • Form W-9 Validation and Common Mistakes
Reporting
  • Determining Who to Report
  • Deadlines and Extensions
Backup Withholding
  • B Notices
  • TIN Matching
Penalties
  • Penalty Notices
  • Penalty Abatement
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More Program Information

Why Lorman?

Over 37 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

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • 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).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

OnDemand Course

This course was last revised on July 30, 2020.

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

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

Who should attend?

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

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Why Lorman?

Over 37 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

Andrew McQuilkin

Andrew McQuilkin

KPMG LLP

  • Senior Manager at KPMG LLP Boston
  • Practice emphasizes all aspects of information reporting and withholding
  • Conducts regular seminars and workshops on numerous issues related to domestic and international information reporting and technology solutions for compliance
  • Member, Massachusetts Bar. Patent Attorney, U.S. Patent and Trademark Office
  • J.D. degree, Suffolk University School of Law; B.S. degree, University of Massachusetts Amherst
  • Can be contacted at 617-988-5857 or [email protected]
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Add to Wishlist

More Program Information

Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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$699/year

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Product ID: 411222
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