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Course/Product Description
Title:

Form W-9: Payee Identification and Tax Determination

SKU:WC-1020353
Date / Time: Recorded
Format: Webinar
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Description:

This webinar 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 course 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
  • Disregarded Entity, How to 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
About The Presenter

Mary H. Angelbeck
  • Retired Member of Ernst & Young’s National Employment Tax/Information Reporting Group
  • Enrolled agent with the IRS
  • More than 30 years of experience in the field of taxation, both as a state administrator and as a consultant
  • Practice included 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 and 1042-S) issues
  • 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 American Bar Association, Employment Tax Section and an active member of the American Payroll Association


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.

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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