Audio Conferences

Identifying Your Payee for Tax Purposes: Forms W-9 and W-8

September 3, 2008 at 02:00PM ET

Do you know which payees are subject to 1099 reporting, or which payees are exempt? Do you know in which name you should issue the 1099?

Register today for this IOMA audio conference and learn to tell with confidence which payees are exempt from 1099 reporting, which payees are subject to reporting, what documentation to get to support your determination, and what to do if you don’t have or can’t get the documentation.

In just 90 minutes, you’ll learn:

How to identify an exempt payee
How to document an exempt payee
How to read and interpret the information provided by the payee on the Form W-9 to determine whether the payee is subject to reporting
How to tell what your payee’s legal name is – or what questions to ask if you can’t tell or aren’t sure
How to use the IRS’s name/TIN match program to verify your payee’s information
What to do about your LLC payees
What to do about payees that may not be U.S. persons

FEATURED FACULTY

Marianne Couch, Esq.
COKALA Tax Information Reporting Solutions, LLC

Marianne Couch, JD, of the COKALA group, is an advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences and the author of numerous published articles. She served for many years as Research Director of Balance consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She was previously the executive director of the National Association of Form 1099 Filers, Inc., and a member of the IRS Information Reporting Program Advisory Committee (IRPAC), where she served as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. In this capacity, she testified annually before the IRS Commissioner on issues of concern to the information reporting community. Marianne has previously worked as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions, and formerly served as a Research Attorney for the Michigan Court of Appeals.

Your Audio Conference Registration Includes:

ONE telephone connection at ONE physical location
Unlimited listeners from ONE call-in location
Permission to distribute written materials to anyone listening at your location
FREE certificate of attendance for registrant with eligible continuing education credits. PLEASE NOTE: Certificates of attendance with continuing education credits are available for additional participants at your location for $24. 95 per person. Please see FAQ box for more information.
Email and fax updates of breaking news
Subscriber discounts on future purchases

All audio conference registrations and recording orders must be prepaid.

Purchasing

CPE Through NASBA

Receive 1.5 CPE credits by attending the live Audio Conference! IOMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org

No prerequisite courses, advanced preparation or experience is required for admittance to this workshop. This intermediate level audio conference qualifies for 1.5 CPE Credits, delivery method Group-Live. Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-401-5937.

AP Certification

Receive 1.5 CEUs toward APM, APS, or APD recertification! About the Accounts Payable Certification Programs: The new credentialing plan is designed to establish standards for the profession and recognize accounts payable professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the accounts payable body of knowledge.

Cancellation Policy

To cancel your registration for this event, you must contact Accounts Payable 360 customer service at subserve@ioma.com or call 800-401-5937 no later than 24 hours prior to the scheduled start of the audio conference. You will receive a CD of the audio conference or a credit valid for one year. Your credit may be applied toward the purchase of any IOMA product or audio conference.