Attend upcoming webinar and earn continuing education credits. TIN Solicitation Best Practices | | | | | | | September | | 12 | 1 pm - 2:15 pm ET | | Presenter: Mary Schaeffer, Director of AP Now | | Credits: CPE, IRS EA (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this webinar, you'll learn about best practices for Taxpayer Identification Number (TIN) solicitation. Non-compliance with IRS regulations in this area presents significant risks to organizations. Upon completion of the course, you'll be able to: - Identify all required TIN information you need to collect
- Describe how to design a best-practice TIN solicitation process
- Recognize outdated TIN collection practices
- Determine who should sign up for IRS TIN Matching in your organization
- Discuss how to incorporate appropriate TIN solicitation practices into your new vendor operations
- Explain how to identify situations when you should require a new W-9
| | | | | | | Mary S. Schaeffer is the author of 18 business books, a monthly newsletter, and a free bi-weekly e-zine, as well as several CPE courses for CPAs. She runs AP Now, a boutique publishing and consulting firm focused on accounts payable issues. She also serves as the Education Director for the Institute of Financial Operations. Before turning to writing and consulting she worked in the corporate world as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain. A frequent and popular speaker at both live and online events, she has an MBA in Finance and a BS in Mathematics. | | | | | | | | | ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,300 on-demand courses | | | | | |
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