Mastering the W-9: Tips, Tricks and Risk Mitigation

Form W-9 is the foundation of accurate 1099 reporting, yet few AP teams fully understand its complexities. In this session, we’ll take a deep dive into everything W-9, from validating taxpayer information to handling unusual entity types, and knowing when to question what’s submitted.

Led by renowned 1099 expert Jason Dinesen, this session provides clarity on the IRS rules surrounding W-9 collection and management, and what to do when things go wrong. We’ll cover real-world examples, common mistakes, and how to build robust internal processes to minimize risk. As Jason says, "the W-9 is your best friend." 

Whether you’re onboarding vendors or responding to IRS notices, this session will arm you with the tools to do it right.

Learning Objectives:

• Understand the purpose and legal importance of Form W-9 in the 1099 reporting lifecycle.
• Identify how to review and validate W-9s
• Understand entity types, and ... what exactly is going on with LLCs?
• Recognize red flags in W-9 submissions and how to respond appropriately.
• Know when to request a new W-9 and how to handle missing or suspect taxpayer data.
• Apply best practices for documentation, automation, and W-9 governance to reduce compliance risk.

Featured Speaker

Jason Dinesen

Jason Dinesen, EA, is a distinguished tax professional and educator with a fervent passion for demystifying complex tax concepts. Jason is the founder of Dinesen Tax & Accounting, P.C. and Dinesen Tax Advisory, LLC in the tax and accounting world. He also is founder of Dinesen Media Ventures, which provides a diverse range of media content, ranging from continuing education programs for accountants and tax professionals, to podcast production to radio and journalism content. 

Recognized for his sharp tax interpretations, Jason is renowned for promptly analyzing the latest tax updates and IRS guidance, sharing his insights with the professional community. Over his career, he has educated more than 200,000 accounting, tax, and HR professionals on various topics. Form 1099 was the very first thing he ever taught on, on April 26th, 2012, at a Sheraton Hotel next to a Lowe's in West Des Moines, Iowa. He still teaches on 1099s and around 30 other tax topics.

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. 

 Continuing Professional Education for NASBA

Receive 1.5 CPEs towards a CPA license with NASBA. IOFM, A Diversified Business Communications Company, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor number: 112048) State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information about our NASBA CPE Policies, visit IOFM.com/nasba-cpe.

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]