Due Diligence Steps for Form 1099 2017

Topics

• Most common mismatch problems
• Due diligence best practices steps
• Use of IRS e-Services to avoid mismatches
• How is a name/TIN mismatch identified
• Step by step review of forms W-9
• Review of W-9 solicitation requirements
• Resources for W-9 and 1099 compliance
• 2016 penalty increases against Form 1099 preparer

Who should Attend

• Firm Accounts Payable Management or Staff
• CPA, Attorney, EA firms and Staff
• Corporate Controllers, Accounts Payable, Financial Managers, & Staff
• Owners, Shareholders of Small Businesses and Staff
• Non-Profit Controllers, Accounts Payable, Staff