This essential webinar offers an exhaustive exploration of Form W-9 compliance, covering every angle from TIN verification to handling B Notices and avoiding the significant financial repercussions of backup withholding penalties. Participants will gain an understanding of the critical processes and best practices that ensure seamless IRS compliance.
WHY SHOULD YOU ATTEND?
Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.
AREA COVERED
- Comprehensive guidelines on managing Form W-9.
- Detailed TIN verification procedures.
- Proactive approaches to B Notice responses.
- Avoiding common errors that lead to backup withholding penalties.
- Legal implications and updates in IRS compliance regulations.
- Interactive workshops on troubleshooting W-9 issues.
LEARNING OBJECTIVES
- Demystify the requirements and purpose of Form W-9.
- Master the TIN verification process through practical examples.
- Strategically handle B Notices to prevent IRS penalties.
- Learn and apply advanced strategies to avoid backup withholding.
- Engage in real-time problem-solving scenarios.
- Update your compliance practices with the latest IRS guidelines.
WHO WILL BENEFIT?
- CFOs and Finance Executives
- Tax Compliance and Risk Management Professionals
- Accountants and Auditors
- Compliance and Regulatory Affairs Professionals
Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.
- Comprehensive guidelines on managing Form W-9.
- Detailed TIN verification procedures.
- Proactive approaches to B Notice responses.
- Avoiding common errors that lead to backup withholding penalties.
- Legal implications and updates in IRS compliance regulations.
- Interactive workshops on troubleshooting W-9 issues.
- Demystify the requirements and purpose of Form W-9.
- Master the TIN verification process through practical examples.
- Strategically handle B Notices to prevent IRS penalties.
- Learn and apply advanced strategies to avoid backup withholding.
- Engage in real-time problem-solving scenarios.
- Update your compliance practices with the latest IRS guidelines.
- CFOs and Finance Executives
- Tax Compliance and Risk Management Professionals
- Accountants and Auditors
- Compliance and Regulatory Affairs Professionals
Speaker Profile

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with …
Upcoming Webinars

2025 Handbook Overhaul: Navigating Critical Updates! Federa…


Dealing With Difficult People In Life & Work

Harassment, Bullying, Gossip, Confrontational and Disruptiv…

Copilot and HR: An Introduction for HR Professionals

Beat Workplace Burnout: 10 Proven Techniques to Manage Your…

Workplace Investigations Uncovered: Best Practices and Stra…

Employers Should Prepare for Immigration Raids in 2025! Thi…

Managing Toxic Employees: Strategies For Leaders To Effecti…


Keys to Captivating an Audience: Informing and Inspiring t…

Do's and Don'ts of Documenting Employee Behaviour, Performa…

Understanding Artificial Intelligence (AI) & using Chat GPT

Transform Data into Insights: A Beginners Guide to Excel Pi…

Empowering Conflict Resolution: Letting Go to Gain Control


Outlook - Master your Mailbox - Inbox Hero Inbox Zero

Bootcamp for New Managers and Supervisors: Develop These Es…

Project Management for administrative professionals

Negotiating Skills For Professional Results - Winning Strat…

How to Write Effective Audit Observations: The Principles f…


How to Use ChatGPT to Write Employee Evaluations


Power BI - Getting Started Building Reports and Dashboards

3-Hour Virtual Boot Camp on Easier Excel Automation with VB…


Onboarding is NOT Orientation - How to Improve the New Empl…

How to Conduct Exit Interviews - Implementing and Enhancing…

Onboarding Best Practices for 2025: Proven Strategies to Po…

Form W-9 Compliance: TIN Verification, B Notices, and Avoid…

The Five Cs Of Commercial Credit: The Basic Elements Of Cre…

2025 EEOC & Employers: Investigating Claims of Harassment …

2-Hour Virtual Seminar on How to Conduct an Internal Harass…