Finish 2025 Strong: 1099 Reporting, Compliance Essentials & What’s Coming in 2026

As 2025 comes to a close, now is the time to ensure your 1099 and compliance processes are wrapped up accurately, and that you’re ready for what’s ahead in 2026. With several potential IRS changes on the horizon, preparation is more critical than ever.

Join IOFM’s compliance expert Jason Dinesen for this essential year-end webinar designed to help you finish strong and start the new year ahead of the curve. Jason will walk you through a comprehensive 1099 Year-End Checklist, outlining what needs to be completed before filing season begins and highlighting key updates expected to impact 2026 reporting.

In this session, you’ll learn how to:

• Complete your year-end 1099 tasks efficiently and accurately, from collecting W-9s and verifying TINs to preparing for e-filing deadlines.
• Identify common compliance pitfalls and how to avoid them before they become costly errors.
• Understand the most recent IRS updates for 2025 and the potential changes coming in 2026, including shifts in filing thresholds and reporting requirements.
• Create an action plan to strengthen your compliance processes and set your department up for success in the new year.

Whether you’re managing 1099 reporting directly or overseeing compliance for your organization, this timely session will give you the clarity and confidence you need to close out 2025 seamlessly and step into 2026 fully prepared.

Jason Dinesen, EA
Founder, Dinesen Tax & Accounting, P.C.

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.

Grace Berube
Senior Content Manager, IOFM

Grace Berube joined the Institute of Finance & Management (IOFM) in 2022 in a new role for the team as the Content Manager. She is responsible for the planning, organization, development, and implementation of all the content for IOFM’s digital products and (virtual and in-person) events. Grace is committed to ensuring that IOFM’s content stays timely, relevant, and actionable for all financial operations professionals, and works closely with a team of content developers, industry leaders, and subject matter experts to guarantee this happens.