Conferences

  09/18/08

DoubleTree Hotel Boston Downtown • Boston, MA

This new 2008 training program for Form 1099 reporting compliance will show you what is reportable, and which payees are reportable, in time to identify all the payments you are required to report for Tax Year 2008. We will cover:

• The wide range of what's reportable on the 1099-MISC
• What's new for 2008 in the forms and the IRS Form 1099 reporting rules
• Special types of reporting: Legal settlements, bad debt, royalties, and payments that must go on a W-2 instead of a 1099
• Extending your IRS 1099 filing deadline to March 31 or April 30 to give you time to improve accuracy
• Using the newest Form W-9 to get better information on LLCs, sole proprietors and disregarded entities
• The 28% backup withholding rules, and how to minimize this tax liability
• Best practices for identifying reportable payments and preparing 1099s
• Indications that your payee is a foreign person subject to the separate rules for 1042-S tax reporting
• The 30% tax withholding rules for payments to non-U.S. payees

About the Presenter:

Marianne Couch, Esq., is an experienced advisor and author on U.S. federal and state tax information reporting compliance. She is a founding member of the COKALA Tax Group. She was formerly Executive Director of the National Association of Form 1099 Filers, Inc. and Director of Research for Balance Consulting, Inc. in Ann Arbor, MI. Prior to joining Balance Consulting, her professional experience was with a large regional law firm. Marianne formerly served as a member of the IRS Information Reporting Program Advisory Committee, and as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. She is a frequent lecturer at nationwide professional conferences, and author of numerous articles on tax reporting law and procedure. She received her JD from the Michigan State University School of Law, cum laude, and is a member of the Michigan bar.

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Venue: DoubleTree Hotel Boston Downtown, 821 Washington St., Boston, MA 02110. Ph: 617-956-7900.

Mention you're attending the Form 1099 Reporting Compliance seminar to take advantage of the special reduced room rate of $219 for a standard, single/double occupancy (plus taxes).

Deadline to guarantee reduced rate: Sunday, August 17, 2008 (providing group room block has not been filled); thereafter (or if the block is filled), rooms are subject to availability.

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Substitutions & Cancellations: Should you be unable to attend for any reason, please inform us IN WRITING prior to September 3, 2008 and IOMA will give you a full refund less a $100 administrative fee. If you cancel after September 3, 2008, you may request a courtesy transfer to use at any IOMA event of equal or lesser value. The courtesy transfer must be used within one year of the date of your originally scheduled event. Substitutions of enrolled delegates may be made at any time, please call IOMA at 800-401-5937 ext. 2 to let us know before September 12, 2008.

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You can also register for the Essentials of Accounts Payable Training & Certification Program presented by Jon Casher on the preceding day. For more information on the Essentials of Accounts Payable Training & Certification Program , visit the website at www.accountspayble360.com/conferences/966.html.

To register for the Essentials of Accounts Payable Training & Certification Program, contact IOMA Customer Service at 800-401-5937 ext. 2 or via email at subserve@ioma.com or simply make a selection below.

At this event, you'll also receive a free copy of IOMA's The Complete Guide to Form 1099 Preparation, Filing, and Compliance For Tax Year 2007—a $179 Value!

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