IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding - Details
Session Available from: Oct 21, 2019 12:00 to Jun 3, 2020 12:00

Session Options: Webinar, Recorded, Both Live/Recorded

Live Session Date: Dec 3, 2019

 
Add to calendar /education-events/event/1134/IRS-Reporting-Requirements--1098s--1099s--TINs-&-Backup-Withholding?Itemid114= 2019-12-03 14:00:00 2019-12-03 15:30:00 0 IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding (90-minute webinar – recording also available)... - US - YYYY/MM/DD

Event description:

IRS Reporting Requirements:
1098s, 1099s, TINs & Backup Withholding

(90-minute webinar – recording also available)

 Tuesday, December 3, 2019

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

As this tax year closes, ensure you understand all the guidelines, deadlines, and forms that affect your institution’s IRS reporting requirements.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Reference guidelines for determining reporting requirements
  • Understand back-up withholding issues
  • Obtain taxpayer identification numbers (TINs)
  • Navigate IRS forms, procedures, and landmines, including
    • 1098
    • 1099-A & C
    • 1099-INT
    • 1099-MISC
    • 1099-R
    • 1042
  • Meet reporting deadlines
  • Use best practices

WEBINAR DETAILS

It’s been said that no job is finished until the paperwork is done, and that is certainly true for your IRS reporting responsibilities. Borrowers need to know you are complying with all the applicable rules and timelines in this essential operations area. As the end of this tax year approaches, ensure you understand all the guidelines, deadlines, and forms that affect your institution’s IRS reporting requirements.

Whether it is reporting interest earned on deposit accounts or paid on real estate loans, mandatory minimum distributions on IRAs, contractor payments, or declaring a debt canceled, the IRS expects your institution to get it right every time. But what impact do changes in staff, management, business lines, or core processing systems have on your ability to comply with these technical requirements? Is there a way you can save time, effort, and headaches within your IRS reporting compliance program? Can you leverage your data processing system to save time and effort? Join us to learn about the world of IRS reporting and best practices for compliance and efficiency.

WHO SHOULD ATTEND?

This informative session is designed for executives, senior management, compliance staff, lenders, internal auditors, operations staff, and anyone involved with IRS requirements.

TAKE-AWAY TOOLKIT

  • IRS guidance
  • Employee training log
  • Interactive quiz

DON’T MISS THIS RELATED WEBINAR!

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on Thursday, October 31, 2019

 Susan Costonis  MEET THE PRESENTER

David A. Reed, JD, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

  1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

Registration options:
Add to cart Qty Ticket Name Ticket Price
IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding - Recorded Webinar + Free Digital Download - Member $290.00
( )
$ 290.00
Add to cart Qty Ticket Name Ticket Price
IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding - Recorded Webinar + Free Digital Download - Non-Member $350.00
( )
$ 350.00
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Click Here

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Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

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School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

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Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
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Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
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We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
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Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

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