On-Demand: Critical Form 1099 and 1042-S Compliance Issues for 2018


What’s happening now in tax compliance for IRS Forms 1099 you file to report payments to U.S. individuals and entities, and IRS Form 1042-S you file to report payments of U.S.-source income to foreign individuals and entities?  Learn what your organization should be prepared to deal with in 2018 in regard to:

    • New IRS Form W-9 and IRS Instructions for the Requester of Form W-9

    • Changes in IRS audit process and data matching

    • Enforcement initiatives

    • Implementation of new versions of all the varieties of Forms W-8

    • Regulatory changes

    • Federal legislation

    • and other hot topics with big potential impact on your compliance procedures

This fact-packed webcast will bring you up to date on important changes, and let you know about procedures you can implement for avoidance of serious penalty exposure in these areas of federal tax compliance. Written compliance procedures for information reporting and withholding are essential to meet the demands of an IRS audit. In day-to-day operations, careful adherence to correct, up-to-date procedures protect your organization against serious risk.

Don’t miss this up-to-the-minute educational webinar!  An open Q&A period will follow the presentation.

Learning objectives for this program:

    • Inform your organization about new and anticipated changes affecting 1099 reporting, 1042-S reporting, and non-wage tax withholding

    • Identify the elements that should be included in written procedures for non-wage tax reporting and withholding

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Featured speaker:

Marianne Couch, JD - Principal, Cokala Tax Information Reporting Solutions, LLC

Marianne Couch, JD, a Principal in the Cokala tax group since its founding early in 2007, is an experienced and well-known advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences and the author of The Master Guide to Form 1099 Compliance and numerous published articles. She is a founding partner of Cokala. Previously, she was for many years the Research Director of the tax reporting specialty firm Balance Consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She also formerly served as the executive director of the National Association of Form 1099 Filers, Inc.

Marianne was an appointee for three years to the IRS Information Reporting Program Advisory Committee (IRPAC), where she was Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues.

Marianne formerly served as a Research Attorney for the Michigan Court of Appeals, and earlier as a litigator for a large Michigan law firm, where she represented individuals and large clients in many types of civil actions. She received her JD, cum laude, from the Michigan State University School of Law, and is a member of the State Bar of Michigan.

Continuing education credits available!

AP CertificationAP Certification

Receive 2 CEUs toward AP & P2P/IOFM APM, APS, or APD recertification! The Accounts Payable Certification Program is designed to establish standards for the profession and recognize accounts payable professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the accounts payable body of knowledge.

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Phone: (207) 842-5557

Email: [email protected]

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