Market Areas > Corporate Finance > 1099 Recording

Form 1099 Reporting and Compliance

Course Description:

Form 1099 reporting continues to be AP’s most challenging and time-consuming processes. The complexities of recent tax acts, the demands of Sarbanes-Oxley, and the dual purpose of Form W-9 documentation have raised the stakes for tax information reporting — and the risk for errors!

Let CCM and IRSCompliance, Inc. take the guesswork out of 1099 reporting.  Find out how to decipher the complicated rules surrounding the year-end reporting process.  Discover how to sort and classify payments correctly, and in just 75 minutes, learn:

• Which payees are exempt from 1099 reporting
• How to identify reportable payments
• What types of payments are subject to 1099 reporting
• Practical tips for deciphering the information on the Form W-9
• The primary causes for name/TIN mismatches on your 1099 file, and how to avoid them
• Proper procedures for LLCs
• How to determine which type of payments are reportable on Form 1099-MISC
• How to identify foreign payees and the different rules that apply
• Proposed and upcoming changes to 1099 reporting including: deferred compensation, back-up withholdings, corporate exemptions and certified TINs
• And more…

Plus, you’ll get the answers to your specific questions in the interactive Q&A session.

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:

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Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

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