W-9, The Perfect Start to Perfect 1099s
Steven Mercatante
From: Nov 13, 2025 - To: Dec 31, 2025
From: Nov 13, 2025 - To: Dec 31, 2025
Recorded Webinar
Description
Stay ahead of the curve with this timely and informative webinar focused on the latest developments related to IRS Form W-9. As IRS regulations continue to evolve, understanding these updates is essential for maintaining compliance and avoiding costly errors. This session will dive deep into the latest changes, including new filing deadlines and heightened penalties, ensuring your business processes remain accurate, efficient, and penalty-free.
In addition to updates on filing dates and compliance rules, this webinar will answer your most pressing questions about who should receive a W-9, who is responsible for the accuracy of the form, and what common terminology such as “disregarded entity” and “tax classification” really means. You'll gain actionable insights on how to properly manage W-9s, reduce the risk of name and TIN mismatches, and utilize IRS e-services to streamline your verification processes.
Questions Answered:-
- WHO should receive a W-9?
- WHO is responsible for the accuracy of W-9 information?
- WHAT does “disregarded entity” mean?
- WHAT is the importance of “tax classification”?
- WHEN are W-9s due to Payees?
- WHEN should W-9s be rejected & re-sent to Payees?
- HOW can I avoid name & TIN mismatch problems?
Time-Saving Tips:
- Advantages of IRS e-services
- Verify TIN, EIN, SSN with IRS e-services
- Train staff to verify the correctness of W-9 information
- Train staff when to apply backup withholding
- Most common mistakes on 1099s
- Tips on avoiding IRS penalties
- Importance of Procedural Manual & staff training
Why Should You Attend?
- Understand WHO should receive a W-9.
- Learn how to verify TIN, EIN, and SSN using IRS e-services.
- Identify the most common mistakes on 1099s and how to avoid them.
Training Options
* Or more than 6 attendee call us at +1 (855) 437-0705 or mail us at cs@ineducator.com
* For Cheque and ACH payment call us at +1 (855) 437-0705 or mail us at cs@ineducator.com
* Click to download the Order Form
