Form W-9 Compliance ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $29.00
Non-Member Price $33.00
Overview
Any accounting department must collect and validate the Form W-9 from entities that it has paid. In this course, we explore the requirements for this form, how to validate the information stated on it, when to initiate backup withholdings, how to deal with B Notices, and how best practices can be used to increase the efficiency of these activities.
Highlights
Form W-9 compliance. Backup withholding. Partner rules. FATCA reporting. Penalties. The B Notice. IRA TIN matching service.
Prerequisites
None.
Designed For
CPAs, CEOs, CFPs, and other accounting professionals.
Objectives
Identify the field entry requirements for a Form W-9. Specify the types of taxpayer identification numbers that can be included in a Form W-9. State which types of entities should receive a Form 1099 from the payer. Identify how to spot whether a payee is a foreign entity. Specify the requirements for the development of a substitute Form W-9.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $33.00
Member Price $29.00