As the year wraps up, getting your 1099 filings right is crucial to staying compliant and avoiding costly penalties. Join our team of tax and compliance experts for a step-by-step walkthrough of the 2025 end-of-year reporting process – including the latest IRS updates, threshold changes, and efficiency strategies for smooth, accurate submissions.
This practical session will cover everything you need to prepare your organization for a stress-free filing season.
Key Topics Include:
- End-of-Year Checklist: A detailed roadmap to ensure all your 1099 filings are accurate, complete, and submitted on time.
- Threshold Updates & IRIS Changes: Understand the latest 2025 legislation and IRS reporting system updates – and what actions to take now.
- Efficiency Tips: Learn how to streamline data collection, validate vendor information, and leverage automation to save time and reduce errors.
- Avoid Common Mistakes: Get expert insights into the most frequent filing errors and how to prevent penalties before they happen.
- Interactive Q&A: Bring your questions – our experts will provide real-time answers and practical guidance for your specific compliance challenges.
Walk away with a clear, actionable plan to ensure your 2025/26 1099 filings are timely, compliant, and hassle-free.
Speakers
Rosemarie A. Smith
Founder & Managing Director, at RAS AP Consulting, LLC
With over 30 years of experience in Accounts Payable Management, System Automation, and ERP Implementation, Rose has helped Fortune 500 and mid-sized companies achieve lasting efficiency and growth. Her expertise in State and Federal Regulatory Compliance and passion for process improvement have made her a trusted leader in her field.
Founder & Managing Director, at RAS AP Consulting, LLC
With over 30 years of experience in Accounts Payable Management, System Automation, and ERP Implementation, Rose has helped Fortune 500 and mid-sized companies achieve lasting efficiency and growth. Her expertise in State and Federal Regulatory Compliance and passion for process improvement have made her a trusted leader in her field.
Rosemarie holds a bachelor’s degree in Business Administration with a focus on Accounting from Lynn University and certifications in IRS Form 1099 and Form 1042-S reporting.
Beyond her professional life, she enjoys music, culture, and the culinary arts, and treasures time outdoors with her family – her greatest source of inspiration.
Colin Brien
Founder, InfoReporting Solutions
Colin Brien is the founder of InfoReporting Solutions and has more than 20 years of experience in information reporting and withholding, developed during his career in Big Four public accounting. He specializes in U.S. reporting and withholding matters (Forms 1099 and backup withholding), as well as nonresident alien reporting and withholding (Forms 1042-S and section 1441 withholding). Colin also advises on compliance with the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).
Founder, InfoReporting Solutions
Colin Brien is the founder of InfoReporting Solutions and has more than 20 years of experience in information reporting and withholding, developed during his career in Big Four public accounting. He specializes in U.S. reporting and withholding matters (Forms 1099 and backup withholding), as well as nonresident alien reporting and withholding (Forms 1042-S and section 1441 withholding). Colin also advises on compliance with the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).
Over the years, he has worked with large financial institutions, including private equity and asset management firms, as well as nonfinancial companies across industries such as media and entertainment, pharmaceuticals, telecommunications, and retail. His goal is to make information reporting more efficient, accurate, and practical for every client he works with.
Jocelle Sarenpa
1099 & W-9 Sales Leader, at Avalara
Before joining Avalara, Jocelle spent 7 years at Sovos Compliance in a variety of direct sales and training roles including the Global Sales Training Manager. She supported the full revenue engine for all of global tax compliance and reporting solutions by building and executing training programs for sales leadership, bootcamp for new hires, product training, and on-going sales excellence and performance coaching.
1099 & W-9 Sales Leader, at Avalara
Before joining Avalara, Jocelle spent 7 years at Sovos Compliance in a variety of direct sales and training roles including the Global Sales Training Manager. She supported the full revenue engine for all of global tax compliance and reporting solutions by building and executing training programs for sales leadership, bootcamp for new hires, product training, and on-going sales excellence and performance coaching.
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