Market Areas > Corporate Finance > Form W-9

Using Form W-9: Compliance Guidelines for TIN Reporting

Course Description:

Are you compliant with the new rules and regulations surrounding Form W-9? Do you have a W-9 on file for all of your vendors?

Form W-9, “Request for Taxpayer Identification Number and Certification,” was recently updated by the IRS, with new specifications for LLC payees. Find out how to ensure your organization is in compliance in this need-to-know audio conference. 

In just 75 minutes, you’ll find out:

• What name information you need from the payee in order to report payments appropriately
• Why there might be a difference between a payee’s name and its business name, and why the IRS distinguishes between the two
• What information you need from your LLC payees
• Why you should presume that your LLC payees are not corporations
• What is a disregarded entity
• Who receives a Form 1099 when dealing with a disregarded entity
• How to identify confusing information provided by your payees, what they may be trying to tell you, and what additional questions you should ask of them
• When the form must be signed under penalties of perjury

Plus, you’ll get the answers to your specific W-9 questions in the interactive Q&A session following the presentation.

Featured Faculty:

Doug Rogers, Director, IRSCompliance, Inc

Doug Rogers, Director, 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.

Lynda Foertschbeck, Executive V.P., IRSCompliance, Inc

Lynda Foertschbeck, Executive V.P.  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.

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

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