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!
1099 Reporting: Foreclosures, Repossessions & Debt Settlements
on Thursday, October 31, 2019
 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.
- 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.
- 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.
- BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD
Options 1 and 2 described above.
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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