On-demand Webinar: The A-Zs of B’s & P’s

In the coming months, your business might receive a B Notice (CP2100) and/or a P Notice (972CG) if there is a mismatch between a person’s name and TIN, if you filed late filings or corrections, or if you filed using the wrong filing method.

IRS compliance requirements for B&P notices are complex and time consuming. Your business needs to complete the required steps in a specified timeframe for each notice received. Being prepared to correct and abate these notices is critical in avoiding penalties.

Join the experts from Sovos’ tax & regulatory reporting team for a look at everything you need to know about B-Notices (CP2100) and P-Notices (982CG).

Topics will include:

• What IRS Notice CP2100 (B Notice) is and how to correct records appearing on the notice.
• What IRS Notice 972CG (P Notice) is and how to act on the notice.
• Best practices for minimizing B&P Notices.
• Crucial considerations for managing B&P Notices this year.

Learning objectives:

• Understand what IRS Notices CP2100 and 972CG are.
• Understand how to act on IRS Notices if or when received.
• Identify some best practices for handling IRS Notices and potential ways to mitigate IRS Notices altogether.

Featured speaker:

Brandon Anderson
Supervisor, Compliance Services, Sovos

Brandon is a Compliance Services Supervisor at Sovos. He started at Sovos as a Managed Services Representative, before moving to his current role as Compliance Services Supervisor. Throughout the entirety of his tenure, Brandon has worked with our Tax & Regulatory Reporting line of business servicing 1099 & ACA clients. Brandon received his degree in Mathematics & Business Management from University of Wisconsin – Superior.

Jesse Rooney
Senior Regulatory Counsel, Sovos

Jesse is a part of the Senior Regulatory Counsel at Sovos. His research focuses primarily on tax information reporting. Jesse graduated with his JD from UMass School of Law, has been with Sovos for 4 years and is a member of the Massachusetts bar.

Continuing education credits available!

Continuing Education for IOFM Certification

Receive 2 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

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]