Market Areas > Corporate Finance > Advanced 1099

Advanced Form 1099 Reporting and Compliance Procedures

Course Description:

Have you updated your year-end reporting procedures based on the latest IRS regulations?  Do you know how to handle the more complex reporting situations you could encounter in your AP department, like:

• Why you need to file Form 945
• How to properly handle your foreign vendors
• Determining whether you’re making payments to an agent or middleman
• Requesting a refund or making a correction on an amount you’ve already withheld

Join CCM and IRSCompliance in this interactive audio conference to find out how to solve your most taxing Form 1099 reporting issues. Get specific procedures and actionable solutions to protect your organization from liability, and learn what to do if:

• Your payee assigns payment to another – who gets the 1099?
• You have a state reporting obligation;
• You have to report legal damages payments to claimants and their attorneys – more than one 1099 may be required for a single check or payment;
• A middleman is involved in the transaction – who’s responsible for sending the 1099?
• Your payee might be a foreign vendor;
• You have to make a payment from your AP department to your employee: Form 1099 or W-2?

Featured FAculty:

Lynda Foertschbeck, EVP, IRSCompliance, Inc.

Lynda Foertschbeck, of IRSCompliance, Inc, has more than 25 years experience as a tax compliance professional in the development of compliance solutions of regulatory consulting services and tax software applications.  Prior to joining IRSCompliance Lynda served as Manager in the Tax Controversy Unit at Deloitte Tax, as Vice President and Compliance Product Manager at DISC, Incorporated (now CheckFree) and Director of Compliance Services for Moore, BCS.

Ms. Foertschbeck’ experience includes the development and enhancement of many proven tax software and service solutions for 1099, W2, 1042S processing and reporting to the IRS, SSA and state agencies.  This includes products from: 1099PRO, Convey, FASTTAX, ATSG Inc., MOORE BCS, and CheckFree.   Specific areas of contribution have included the direction and development of information reporting products and service lines, regulatory compliance support services and strategic business needs analysis.  

Doug Rogers, Director, IRSCompliance, Inc.

Doug Rogers, IRSCompliance, Inc, is a consultant on federal and state tax information reporting compliance and has supported a number of fortune 500 companies. He has been a lecturer at key tax conferences for a number of years and has had articles relating to tax risk published in both Worth Magazine and on CFO.COM.  Doug retired in 2006 from the IRS where he had served as the Program Director for Penalties & Interest under the stand-up of the new IRS. In that position he was responsible for providing the leadership, guidance, and direction with regards to all aspects of the Penalties & Interest Programs Service-wide. Doug is enrolled agent with the privilege of representing taxpayers, before the Internal Revenue Service without restrictions.

MONEY-BACK GUARANTEE:

We're so confident you'll get what you want out of this conference that we'll refund every penny if you're not completely satisfied. No questions asked! It's 100% risk-free!

Pricing:

Unable to Attend?  Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

APPROVED FOR RECERTIFICATION CREDIT:

Each CCM event presents a variety of information and is presented for each organization to develop its own approach and methodology.