Audio Conferences
Identifying Your Payee for Tax Purposes: Forms W-9 and W-8
September 3, 2008 at 02:00PM ET
Do you know which payees are subject to 1099 reporting, or which payees are exempt? Do you know in which name you should issue the 1099?
Register today for this IOMA audio conference and learn to tell with confidence which payees are exempt from 1099 reporting, which payees are subject to reporting, what documentation to get to support your determination, and what to do if you don’t have or can’t get the documentation.
In just 90 minutes, you’ll learn:
- How to identify an exempt payee
- How to document an exempt payee
- How to read and interpret the information provided by the payee on the Form W-9 to determine whether the payee is subject to reporting
- How to tell what your payee’s legal name is – or what questions to ask if you can’t tell or aren’t sure
- How to use the IRS’s name/TIN match program to verify your payee’s information
- What to do about your LLC payees
- What to do about payees that may not be U.S. persons
FEATURED FACULTY
Marianne Couch, Esq.
COKALA Tax Information Reporting Solutions, LLC
Marianne Couch, JD, of the COKALA group, is an advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences and the author of numerous published articles. She served for many years as Research Director of Balance consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She was previously the executive director of the National Association of Form 1099 Filers, Inc., and a member of the IRS Information Reporting Program Advisory Committee (IRPAC), where she served as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. In this capacity, she testified annually before the IRS Commissioner on issues of concern to the information reporting community. Marianne has previously worked as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions, and formerly served as a Research Attorney for the Michigan Court of Appeals.
Register today! Unable to attend? Order the CD now!
Purchasing
CPE Through NASBA
Receive 1.5 CPE credits by attending the live Audio Conference! IOMA 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
No prerequisite courses, advanced preparation or experience is required for admittance to this workshop. This intermediate level audio conference qualifies for 1.5 CPE Credits, delivery method Group-Live. Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-401-5937.
AP Certification
Receive 1.5 CEUs toward APM, APS, or APD recertification! About the Accounts Payable Certification Programs: The new credentialing plan is designed to establish standards for the profession and recognize accounts payable professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the accounts payable body of knowledge.
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 Accounts Payable |
Audio Conferences & Webinars |
