Handling W-9s, W-8BENs & IRS Mismatches

(90-minute webinar – recording also available)

 Thursday, May 27, 2021

This is a morning webinar

8:00 AM Pacific        9:00 AM Mountain

10:00 AM Central     11:00 AM Eastern

Properly setting up accounts for interest reporting is an important step when opening an account.  Missteps, mistakes, and mismatches can be very expensive.  Learn best practices for managing mismatches and increasing accuracy with W-9s and W-8BENs. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Properly set up accounts for interest reporting (W-9s and W-8BENs)
• Respond to CP2100 with proper B notices
• Understand how the IRS reads names and sets controls
• Discuss how frontline procedures can cost big in the back-of-the-house operations
• Manage disregarded entities such as LLCs
• Identify who uses SSN or EIN on sole proprietors
• Handle accountholder marriages or divorces
• Report interest for nonresident aliens

WEBINAR DETAILS

IRS reporting begins at account set up.  From new accounts to bookkeeping, improper procedures can result in thousands of dollars in IRS fines on interest reporting and liability.  This program will teach you how to set up accounts for tax reporting.  Learn how to work the mismatches so you don’t get fined.  This is a must-attend program for the frontline and the back-of-the-house staff who manage the mismatches and CP2100 reports and B notices.

WHO SHOULD ATTEND?

This jam-packed webinar will benefit deposit operations, deposit compliance, bookkeeping, branch administration, new accounts, branch managers, trainers, and all branch staff. 

TAKE-AWAY TOOLKIT

• Withholding supplement
• Employee training log
• Interactive quiz 

    MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Virginia/Florida based firm, specializing in the education of financial institutions across the nation.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs. 

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

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.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE