1099 Requirements – Do not raise red flags to the IRS

By the end of January (technically February 1, 2016, because January 31, 2016, is a Sunday), you should have provided various types of information returns you’re your contractors, landlords, and other independent payment recipients need for their personal tax returns.

If this information does not match recipient records, either you or them could be subject to a more comprehensive payroll tax audit. You cannot afford to only grasp the basics. Learn the ins and outs of 1099 filing requirements in this must-attend session.

Areas Covered in the Session :
Overview of new W-9 and W-8 forms
Latest Form 1099 reporting requirements with specifics on what has changed
How to know when and what to report
Step-by-step review of Form 1099 reporting mechanics
Online reporting trends, and how to report online
How to develop an efficient Form 1099 reporting process
Best practice to minimize penalties using proper policies and procedures that work under new rules
P-card transaction processing
Form 1099 relationship to B-Notices (CP2100) and TIN Penalty Assessments (972CG)
And much more…

Who Will Benefit:
Company that uses independent contractors to a significant degree, and who are not sure whether they might be misclassified as employees
Company that does not know whether payments to a worker or business that provides a service to that company belongs on a 1099
Company that wants to know the latest regulations regarding 1099 issuance
HR managers
Payroll Mangers
A/P Staff

Mark Schwartz

Mark Schwartz has over 15 years experience in State and Federal payroll tax audits, collections and payroll consulting. As an auditor, Mark prided himself on his ability to educate his auditees on State and Federal payroll tax requirements. Whatever issues he found in audits, he ensured the auditee knew how to comply in the future. He worked to minimize company disruptions in the audit process.

Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting employees.

In recent years Mark has helped many clients with back payroll tax returns for all 50 states and the IRS. He has reviewed payroll journals, time records, tax forms and other payroll documents for accuracy and completeness.

Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.

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  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance