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Live Webcast Replay

1099 Changes and Best Practices


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   4.5
Category:
Partner Produced |  Tax
Faculty:
Marianne Couch, JD
Course Levels:
Basic
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates


Description

This program addresses the Form W-9 TIN solicitation and back-up withholding rules; discusses the reporting and filing requirements for the Form 1099-NEC and -MISC as well as the changes to these forms for 2021; reviews IRS changes to the eFiling system and possible lowering of the paper filing threshold; and examines the details of the proposed regulation that makes changes to the reporting rules for purchases of software and cloud transactions. The presentation also includes a brief overview of the reporting and withholding rules for payments of U.S. source income made to non-U.S. persons.

Basic Course Information

Learning Objectives
  • Understand the IRS’s TIN solicitation, and backup withholding and reporting requirements, for Form 1099 reportable payments.

Major Subjects
  • Changes to Forms 1099-NEC and -MISC for 2021
  • Form W-9 TIN solicitation and backup withholding rules
  • Reporting rules for purchases of software and cloud transactions
  • Brief overview of reporting and withholding requirements for payments of U.S. source income made to non-U.S. persons

Course Materials

Faculty

Marianne Couch, JD Related seminars and products

Principal, COKALA Tax Information


Marianne Couch, JD, is a Principal in the Cokala tax group since its founding early in 2007 and is an experienced and well-known advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences and the author of The Master Guide to Form 1099 Compliance, The Master Guide to Form 1042-S Compliance, and numerous published articles. She is a founding partner of Cokala.  Previously, she was for many years the Research Director of the tax reporting specialty firm Balance Consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions.  She also formerly served as the executive director of the National Association of Form 1099 Filers, Inc.

Marianne was an appointee for three years to the IRS Information Reporting Program Advisory Committee (IRPAC), where she was Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. 

Marianne formerly served as a Research Attorney for the Michigan Court of Appeals, and earlier as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions. 


Dates

Wed, Dec 08, 2021 - 10:00am to 12:00pm EST
Thu, Dec 16, 2021 - 03:00pm to 05:00pm EST
Mon, Dec 20, 2021 - 12:00pm to 02:00pm EST
Wed, Jan 05, 2022 - 11:00am to 01:00pm EST
Fri, Jan 14, 2022 - 09:00am to 11:00am EST
Tue, Jan 18, 2022 - 10:00am to 12:00pm EST
Mon, Jan 24, 2022 - 03:00pm to 05:00pm EST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Tax and Accounting professionals and their clients


Original Recording Date

10/22/2021


Yellow Book

No


Course Developer

MICPA


Date Added to Catalog

09/29/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

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Overall:      4.5

Total Reviews: 22

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