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W-9 Compliance: Reading and Using the Newly Issued Form
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? You better, or you could be putting your organization at risk!
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 with CCM and our W-9 tax expert, Marianne Couch.
In just 75-minutes, Marianne will address:
- 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, Marianne will answer your specific W-9 questions in the live Q&A session following the presentation.
Featured Faculty:
Marianne Couch, Esq., COKALA Tax Information Reporting Solutions, LLC
Marianne is an experienced advisor and author on U.S. federal and state tax information reporting compliance. She served for many years as Research Director of Balance Consulting, and chaired special training and advisory services provided to large organizations including the insurance industry. Prior to joining Balance Consulting, her professional experience was with a large regional law firm. Marianne is a current member of the IRS Information Reporting Program Advisory Committee, and former 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.
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:
Item |
CCM Preferred Customer Price |
| CD and Event Materials |
$269.00 |
Unable to Attend? Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

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