On-demand Webinar: Reviewing and Understanding the IRS Form W-9

IRS Form W-9 is the primary form used to solicit payee information your organization needs for Form 1099 tax information reporting compliance.  An informed review of each W-9 when it’s received will enable you to correctly set up 1099 reportable payees in your system, and implementation of related procedures based on IRS regulations will protect your organization against penalty assessments.  Join us to learn about Form W-9 updates, regulatory requirements and best practices, including:

• IRS revisions to Form W-9
• Taxpayer ID Number solicitation rules
• Payees that don’t follow the W-9 form instructions (analysis of multiple names, disregarded entities, multiple TINs, LLCs, sole proprietors, payees that check “Other”)
• How to identify and categorize exempt recipients that aren’t 1099 reportable 
• Rules for signatures and methods of receiving Forms W-9 
• Situations that require you to withhold federal income tax from payments 

Learning Objectives:

• Correctly solicit IRS Form W-9 from payees 
• Review Forms W-9 for required information or indications of unreliability

Featured speaker:

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

Marianne Couch, JD, a Principal in the Cokala Tax Group, is an advisor on U.S. federal 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 an information reporting and withholding consultancy where she chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She was previously 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.

Continuing education credits available!

Continuing Education for IOFM Certification

Receive 2 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Phone: (207) 842-5557

Email: [email protected]