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

Webinar: ID# 1010444
Recorded CD
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About This Course:
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.

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IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination
Available on CD format
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