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Form W-9 Compliance: TIN Verification, B Notices, and Avoiding Backup Withholding Penalties.

Schedule: 20 March, 2025 (Thursday)
Time: 12:00 PM PDT | 03:00 PM EDT
Duration: 75 Minutes
Webinar ID : 2598

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Webinar Details

This essential webinar offers an exhaustive exploration of Form W-9 compliance, covering every angle from TIN verification to handling B Notices and avoiding the significant financial repercussions of backup withholding penalties. Participants will gain an understanding of the critical processes and best practices that ensure seamless IRS compliance.

WHY SHOULD YOU ATTEND?

Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.

AREA COVERED

  • Comprehensive guidelines on managing Form W-9.
  • Detailed TIN verification procedures.
  • Proactive approaches to B Notice responses.
  • Avoiding common errors that lead to backup withholding penalties.
  • Legal implications and updates in IRS compliance regulations.
  • Interactive workshops on troubleshooting W-9 issues.

LEARNING OBJECTIVES

  • Demystify the requirements and purpose of Form W-9.
  • Master the TIN verification process through practical examples.
  • Strategically handle B Notices to prevent IRS penalties.
  • Learn and apply advanced strategies to avoid backup withholding.
  • Engage in real-time problem-solving scenarios.
  • Update your compliance practices with the latest IRS guidelines.

WHO WILL BENEFIT?

  • CFOs and Finance Executives
  • Tax Compliance and Risk Management Professionals
  • Accountants and Auditors
  • Compliance and Regulatory Affairs Professionals
Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.
  • Comprehensive guidelines on managing Form W-9.
  • Detailed TIN verification procedures.
  • Proactive approaches to B Notice responses.
  • Avoiding common errors that lead to backup withholding penalties.
  • Legal implications and updates in IRS compliance regulations.
  • Interactive workshops on troubleshooting W-9 issues.
  • Demystify the requirements and purpose of Form W-9.
  • Master the TIN verification process through practical examples.
  • Strategically handle B Notices to prevent IRS penalties.
  • Learn and apply advanced strategies to avoid backup withholding.
  • Engage in real-time problem-solving scenarios.
  • Update your compliance practices with the latest IRS guidelines.
  • CFOs and Finance Executives
  • Tax Compliance and Risk Management Professionals
  • Accountants and Auditors
  • Compliance and Regulatory Affairs Professionals

SPEAKER PROFILE

instructor

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.

With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with confidence.

Nancy holds an MBA in Accounting and is currently completing her Ph.D. in Applied Management and Decision Sciences at Walden University. She is a recognized expert in financial risk assessment, tax strategy, and forensic accounting, equipping professionals with the knowledge to tackle today’s evolving compliance challenges.

A dynamic speaker and educator, Nancy is known for her engaging and practical approach to training. She delivers high-impact programs that translate technical finance and compliance concepts into real-world applications, empowering professionals to sharpen their financial acumen, minimize risks, and drive organizational success.

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