Best Practices for IRS W-9 and 1099 Compliance

Have you ever wondered if your experience with 1099s is unique? Are your challenges with IRS filings universal? Have others figured out how to collect W-9s more efficiently? Now is your chance to find out. Hundreds of accounts payable professionals have detailed their 1099 experiences in an exclusive survey conducted by IOFM and sponsored by Avalara. Armed with this information, subject matter experts at Avalara are ready to dissect the trends, strategies, and opportunities of this complex tax compliance function and discuss best practices that every accounts payable professional should know.

In this webinar, they will focus on:

• The types and volumes of 1099s commonly filed
• The nature of automated W-9 and 1099 processes
• The frequency of encountering B Notices
• Recommendations for 1099 best practices

Grace Chlosta
Content Manager, IOFM

Grace has been the Content Manager at the Institute of Finance and Management (IOFM) since 2022, a role created to elevate IOFM’s content strategy and execution. She oversees the development and delivery of content across IOFM’s digital products and virtual and in-person events. With a strong focus on keeping content timely, relevant, and actionable, Grace collaborates with a dynamic network of content developers, industry leaders, and subject matter experts to serve financial operations professionals effectively.

Jocelle Sarenpa
Product Solution Strategist, 1099, Avalara

Fueled by a passion for learning combined with an enthusiasm for 1099 and W-9 tax compliance, Jocelle Sarenpa has found her calling in the dynamic realm of product leadership at Avalara. She is focused on designing and implementing programs to support the strategic initiatives for Avalara 1099 & W-9. Drawing from more than two decades of experience spanning diverse environments from B2C to B2B, including 7 years in global tax compliance software, Jocelle brings a fresh and insightful perspective to the world of tax.

Gordon Walsh
Product Solution Consultant, 1099, Avalara

Gordon Walsh is the 1099 & W-9 Solution Consultant at Avalara. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.