This webinar was held on Tuesday, September 9 at 1:00pm ET
Sponsor: Avalara
Duration: 1 Hour
Proactive maintenance of W-8 and W-9 forms, vendor records, and tax reporting processes can help avoid penalties, adapt to shifting legislation, and even create recurring revenue opportunities.
Avalara’s W-9 collection and 1099 compliance solution combines automation with regularly updated compliance content to help firms stay ahead of changes such as reduced reporting thresholds, evolving gig economy rules, and state-level legislation impacting payer obligations.
Learning Objectives:
- How year-round attention to W-9 and 1099 compliance can reduce potential IRS penalties
- Why the One Big Beautiful Bill Act and other upcoming legislative updates could reshape your clients’ compliance requirements — and how to prepare now
- How automation can help your firm remain compliant and protect sensitive client data, even as rules change
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Gordon Walsh is the 1099 Solution Consultant at Avalara, known affectionately as “The 1099 Guy”. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.
Jocelle Sarenpa is fueled by an insatiable passion for learning combined with a genuine fascination for human connection, coaching, and an enthusiasm for 1099 and W-9 tax compliance, Jocelle has found her true calling in the dynamic realm of product sales leadership at Avalara. She is focused on designing and implementing programs to support the strategic initiatives for the revenue teams. Drawing from more than two decades of experience spanning diverse sales environments from B2C to B2B, including 7 years in global tax compliance software, Jocelle brings a fresh and insightful perspective to the world of tax.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
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. Avalara makes tax compliance faster, easier, and more accurate, reliable, and valuable for 41,000+ business and government customers in over 75 countries. Tax compliance automation software solutions from Avalara leverage 1,200+ signed partner integrations across leading ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access.
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 isaac.obannon@cpapracticeadvisor.com.
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