Slide Deck

29 Slides available anytime
  • 29 Slides

Form W-9: Payee Identification and Tax Determination

 

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 a 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.

Agenda

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]

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
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

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.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.