Tax Withholdiong Live training conference Roger Cardinal

This workshop delves into the nuts and bolts of domestic and foreign information reporting, as the following basics are covered: reportable payments, reporting requirements to payees and to the IRS, backup withholding resulting from receipt of an IRS B or C notice. Find out the latest status of the NRA withholding audits. This workshop provides you the opportunity to interact with industry peers and faculty in a focused setting. Get your questions answered or find out how others handle the same frustrating or confusing issues as you might have. Don’t miss this unique opportunity.

9:00-9:45 Let’s Look at the Big Picture
Why Do We Care?

Why is this Area SO HOT right now?
The Relevance of Information Reporting to Tax Administration

9:45-10:30 Basics of Financial Institution Reporting
Interest, Dividends and Original Issue Discount
Gross Proceeds Reporting

Determining Reportable Amounts

10:30-10:45 Morning Break

10:45-11:30 Other Common Information Reporting Requirements
Mortgage and Student Loan Interest Reporting
Pension/Annuity and IRA Reporting
Foreclosures/Abandonments and Debt Cancellations
Accounts Payable

11:30-12:00 Backup and Pension Withholding
Types of Withholding — Emphasis on B Notices
When Refunds are Allowable ■ Deposits and Forms 945

12:00-12:30 Information Reporting Mechanics
TIN Matching Program

Furnishing Forms 1098/1099
Filing Forms 1098/1099

12:30-1:30 Luncheon

1:30-2:30 What Happens When It Wasn’t Done Quite Right?
Corrections

Closing Agreements
Penalties ■ IRS Audits

2:30-2:45 Afternoon Break

2:45-4:30 Fundamentals of Non-Resident Alien (NRA) Withholding and Reporting
Payments Subject to Withholding and/or Reporting
Documentation Requirements (Forms W-8)
Withholding Mechanics

Reporting Mechanics

4:30 Adjournment

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ORDER A COURSE NOTEBOOK:

All attendees will receive our conference notebook free of additional charge at the meeting.

Non-attendees may order notebooks and attendees may order additional copies. Save shipping & handling when you pre-pay! (Good in U.S., U.S. possessions, and Canada.) U.S. residents add appropriate sales tax. Canadian residents add appropriate GST. Be sure to include the conference title when ordering.

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