Webinars

  August 11, 2009 at 02:00PM ET

Jump-start your 2009 year-end Form 1099 reporting Tuesday, August 11th with IOMA and the industry-recognized leader in 1099 training, Marianne Couch, Esq.

This special 90-minute webinar goes beyond the basic 1099 reporting requirements so that you can explain and support your reporting and withholding decisions with confidence.

Attendees will learn how to master the more complex Form 1099 reporting and tax withholding situations. Plus, receive an update on new developments from the IRS and some state tax departments that will impact your 2009 year-end Form 1099 reporting.

Join us on August 11th at 2PM ET, and you will learn how to:

• Deal with multi-party transactions – who gets the 1099?
• Identify reporting obligations your company may have for Form 1099-INT (interest), Form 1099-C (cancellation of indebtedness), and Form 1099-S (real estate transactions, easements, and long-term leases)
• Find regulations to support the position your organization takes on a tax reporting situation
• Handle attorneys and explain the TIN solicitation and backup withholding requirements to attorneys
• Register for and use the IRS on-line TIN Matching Program to save your organization from IRS reporting penalties
• Identify your foreign payees, and explain the U.S. tax reporting and withholding requirements to them, in order to obtain the documentation required by tax regulations

And, you’ll get a first look at:

• 2009 regulatory or procedural changes for IRS Form 1099 reporting and state reporting
• Changes under discussion in IRS and Congress that if adopted will affect:
• 1099 penalties
• The “corporate exception” from being reported on Form 1099
• Documentation for use of employer-provided cell phones
• Whether you can continue to get TIN numbers from payees by phone
• Possible withholding on payments to sole proprietors

Marianne Couch, JD
Principal, Cokala Tax Information Reporting Solutions, LLC

Marianne Couch, JD, of the Cokala Tax 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 formerly served as a Research Attorney for the Michigan Court of Appeals.