Webinar: Year-Round 1099 and W-9 Compliance

This webinar was held on Wednesday, September 20, 2023
Sponsor: Avalara
Duration: 1 Hour

Create a seamless filing experience for your clients.

Managing your clients’ 1099 filing requirements may only be top of mind near the January 31^st filing deadline. Now you can help your clients remain compliant and avoid unnecessary penalties with year-round maintenance related to W-8 and W-9 forms and vendor management.

Avalara’s 1099 solution can help automate filings and pave the way for reoccurring revenue streams for your practice throughout the year.

During this webinar, you’ll learn:

How year-round attention to W-9 and 1099 compliance can reduce potential penalties by the IRS
The imperative of tight security protocols in handling sensitive tax information in W-9 filings
How software can help firms remain compliant and help protect their client’s sensitive tax information
Upcoming legislative changes, including compliance requirements as a result of the American Rescue Plan Act, and what new clients accounting firms can expect

Program level: Basic (no prerequisites required).
Field of Study: Information Technology

Presented by

Tim Garton is a seasoned professional with over 12 years of experience in the 1099 filing space. He currently manages business operations for the Avalara 1099 product, where he has worked with many businesses and accounting firms to streamline their 1099 filing process.

Tim is passionate about helping businesses comply with 1099 filing regulations. He is always up-to-date on the latest IRS form instructions and specifications, and he uses his knowledge to help businesses avoid costly mistakes.

When not reading up on the latest changes from the IRS, he enjoys hiking, camping, reading, running and is an avid board game geek.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients.

From independent operators to midsize businesses and Fortune 100 companies, more than 30,000 customers choose Avalara for tax compliance tools scaled to their needs. You’ll find Avalara all around the world helping accounting practitioners, and their clients, prepare for growth in the global market.

CPA Practice Advisor 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at iobannon@cpapracticeadvisor.com.