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Live Webinar

100-minute live streaming program
  • September 12
  • 1:00 - 2:40 pm EST

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OnDemand Webinar
Audio & Reference Manual
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Form W-9: Payee Identification and Tax Determination

September 12

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

This timely topic will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary. In addition, this important topic 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.

Learning Objectives

- You will be able to review the B-Notice Process.

- You will be able to explain backup withholding name/TIN mismatch or no TIN.

- You will be able to discuss Form W-8BEN, or W-8ECI, W-8IMY, W-8EXP

- You will be able to describe definition of U.S. Citizen, U.S. Resident Alien and U.S. Nonresident Alien.

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 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

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
  • Disregarded Entity, How to Complete Form W-9
  • 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
Purchase Options
Can't Attend?

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.

Credits

OnDemand Webinar

This course was last revised on March 14, 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.

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: https://www.nasbaregistry.org/cpas/complaints. 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.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     

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.

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 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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Can't Attend?

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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!

  • Live Webinars
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  • MP3 Downloads
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Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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

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Product ID: 404046
Published 2018
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