Obtaining Form W-9 is the first step in assuring compliance with information return reporting requirements. The Form provides information required to determine if the business needs to file an information return as well as the correct name and tax ID number (TIN) to use when a return is required.
The establishment and implementation of procedures that provide for TIN solicitation, TIN verification, response to IRS notices, and backup withholding are keys to efficient processing, avoiding errors or missing information, and establishing reasonable cause for penalty avoidance when errors occur.
This webinar discusses how to establish procedures and best practices, including name/TIN verification, that avoid situations that can lead to penalties or when such situations occur, establish the reasonable cause defense that allows your company to avoid penalties.
Year-end is a busy time for Accounts Payable. With annual increases in information return penalties, it is more important than ever to prepare information returns correctly and file them on time. Preparation well in advance of the filing season is critical.
The establishment and implementation of procedures that provide for TIN solicitation, TIN verification, response to IRS notices, and backup withholding are keys to efficient processing, avoiding errors or missing information, and establishing reasonable cause for penalty avoidance when errors occur.
This webinar discusses how to establish procedures and best practices, including name/Tax ID number verification, that avoid situations that can lead to penalties or, when such situations occur, establish reasonable cause that allows you to avoid the penalty.
The IRS recently released proposed regulations regarding the reduction of the e-filing thresholds for information returns. This session will provide the latest information available regarding the proposed regs and what to do to prepare for compliance under final regulations.
Year-end is a busy time for Accounts Payable. With annual increases in information return penalties, it is more important than ever to prepare information returns correctly and file them on time. Preparation well in advance of the filing season is critical.
The establishment and implementation of procedures that provide for TIN solicitation, TIN verification, response to IRS notices, and backup withholding are keys to efficient processing, avoiding errors or missing information, and establishing reasonable cause for penalty avoidance when errors occur.
This webinar discusses how to establish procedures and best practices, including name/Tax ID number verification, that avoid situations that can lead to penalties or, when such situations occur, establish reasonable cause that allows you to avoid the penalty.
The IRS recently released proposed regulations regarding the reduction of the e-filing thresholds for information returns. This session will provide the latest information available regarding the proposed regs and what to do to prepare for compliance under final regulations.
Patrick Haggerty
Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.
Writing Techniques for Auditors and Risk Management Profess…
Unlock Employee Loyalty: Stay Interviews Will Keep Them Eng…
Handbook Overhaul 2026: Compliance, OBBB Act & Beyond
Introduction to Microsoft Power BI Dashboards
Managing Difficult Employee Conversations
Independent Contractor vs. Employee - 2026 IRS Guidance on …
ChatGPT for HR - Build HR Policy Framework and Strategy
Virtual and In-Person Onboarding Your New Hire: Policies, P…
Stop Conflicts Before They Become Big Problems: Practical S…
Setting SMART Goals & Leveraging Storytelling for Reporting
Major Changes in W2 and 1099 for 2026 Compliance! Learn How…
Female to Female Hostility @Workplace: All you Need to Know
Rewiring Your Emotional Triggers: Leading with Clarity and …
I-9 Audits: Strengthening Your Immigration Compliance Strat…
Electronic Payment Fraud Prevention Best Practice
From Spreadsheet Logic to Analytics Logic: Excel → Power BI…
Onboarding Best Practices for Millennial and All Employees
Batch Record Review and Product Release
Mastering the Prompt: How Every Professional Can Use AI to …
Managing Toxic & Other Employees Who Have Attitude Issues
Emotional Intelligence: Mastering the Emotions of Great Lea…
FDA QMSR Explained: How the QMSR Replaces the QSR
ChatGPT for CPAs and Finance Professionals
Project Management for Non-Project Managers - How to commun…
2-Hour Virtual Seminar on How to Conduct an Internal Harass…
Leading a Project and Team in Stressful Times: Supporting y…
Better Business Writing-How to Write Right
Excel - Pivot Tables - The Key To Modern Data Analysis and …
HR Metrics and Analytics 2026- Update on Strategic Planning…
Excel + AI: The Smart User's Guide to Faster, Easier Work w…
4-Hour Virtual Seminar on Secrets of Psychology - Why Peopl…
Accounting For Non Accountants : Debit, Credits And Financi…
Conquer Toxic People - Learn To Protect Yourself And Get Yo…
Thriving in a Hybrid Workplace: Keys to Leadership and Team…
FDA Regulation of Artificial Intelligence/ Machine Learning
Beyond Orientation: Build a Strategic Onboarding Experience…
H-1B Visa Updates and Employer Strategies for 2026