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Course/Product Description
Title:

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination

SKU:WC-1010444
Date / Time: Recorded
Format: Audio Conference
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Description:

This live audio conference will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary.

In addition, this live audio conference will provide valuable information regarding the backup withholding requirements if the W-9 information is not obtained and the risk to your company if backup withholding is not performed.

Agenda

W-9 Summary

  • What Is the Form W-9?
  • What Is the Primary Purpose of Form W-9?
  • Is a Form W-9 Mandatory?
  • Who Should Complete Form W-9?
  • Definition of U.S. Citizen, U.S. Resident Alien and U.S. Nonresident Alien
  • How Should a Single Member LLC, Disregarded Entity, Complete Form W-9?
  • E-Services Online TIN Matching Program
  • Backup Withholding Name/TIN Mismatch or No TIN
  • Electronic W-9 Process
  • Brief Overview of B-Notice Process
Form W-8 Series

  • What Is the Form W-8BEN, or W-8ECI, W-8IMY, W-8EXP
  • Instructions for Requestor of W-8BEN
  • What Is the Purpose of Form W-8?
  • Who Should Complete Form W-8?
  • Definition of Foreign Person or Nonresident Alien
  • What Is U.S. Sourced Income?
  • U.S. Nonresident Withholding
  • Back-Up Withholding
  • Reporting to U.S. Nonresidents on Form 1042-S
  • Form 1042-S vs. Form 1099
  • Form 1042 vs. Form 945
Faculty

Mary H. Angelbeck, Ernst & Young

  • Member of Ernst & Young in the tax practice
  • Enrolled agent with the IRS
  • More than 30 years experience in the field of taxation, both as a state administrator and as a consultant
  • Practice includes managing large payroll restructuring projects; payroll tax advisory services related to mergers and acquisitions; providing year-end federal, multistate, and local payroll tax advisory services; payroll-related federal, state and local tax controversy and federal, as well as state and local information reporting, 1099, issues
  • Manager of the New York City audit office for the Colorado Department of Revenue and responsible for auditing Fortune 200 companies
  • Prior to joining Ernst & Young, worked as a state and local tax consultant for a national consulting firm
  • Speaker for the American Payroll Association, the New York University Annual Institute on State and Local Taxation, the Federation of Tax Administrators, the Tax Executives Institute, the Counsel on State Taxation and the Pennsylvania Institute of CPAs
  • Currently a member of the Pennsylvania Institute of CPAs; the America Bar Association, Employment Tax Section; and an active member of the American Payroll Association

Who Should Attend

This live audio conference is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers, enrolled agents and attorneys.

Continuing Education Credit

Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit. Only registered and paid attendees will receive continuing education credit. Certificates of Completion are provided to each registered attendee. Your certificate will be emailed to you within two weeks following completion of the program.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CPE
All US States: 2

RTRP
All US States: 2

EA
All US States: 2

AIPB
All US States: 2

CAC
All US States: 0.5
About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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