Thursday
May 27
2021

Handling W-9s, W-8BENs & IRS Mismatches

Registration Options & Pricing

Please select your membership status.


On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

This is a 90-minute webinar.

This is a morning webinar.

8:00 am – 9:30 am PT
9:00 am – 10:30 am MT
10:00 am – 11:30 am CT
11:00 am – 12:30 pm ET

Properly setting up accounts for interest reporting is an important step when opening an account. Missteps, mistakes, and mismatches can be very expensive. Learn best practices for managing mismatches and increasing accuracy with W-9s and W-8BENs.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Properly set up accounts for interest reporting (W-9s and W-8BENs)
  • Respond to CP2100 with proper B notices
  • Understand how the IRS reads names and sets controls
  • Discuss how frontline procedures can cost big in the back-of-the-house operations
  • Manage disregarded entities such as LLCs
  • Identify who uses SSN or EIN on sole proprietors
  • Handle accountholder marriages or divorces
  • Report interest for nonresident aliens

WEBINAR DETAILS

IRS reporting begins at account set up. From new accounts to bookkeeping, improper procedures can result in thousands of dollars in IRS fines on interest reporting and liability. This program will teach you how to set up accounts for tax reporting. Learn how to work the mismatches so you don’t get fined. This is a must-attend program for the frontline and the back-of-the-house staff who manage the mismatches and CP2100 reports and B notices.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This jam-packed webinar will benefit deposit operations, deposit compliance, bookkeeping, branch administration, new accounts, branch managers, trainers, and all branch staff.

TAKE-AWAY TOOLKIT

  • Withholding supplement
  • Employee training log
  • Interactive quiz

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Gettechnical Inc.
You might be interested in:

We provide bank webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on bank education and online training opportunities, join our mailing list.