When it comes to year-end reporting, accounts payable leaders encounter numerous challenges, such as navigating complex regulations, collecting accurate data, ensuring timely filing, and effectively managing errors.
Join us for an insightful webinar on mastering W-9 and 1099 compliance.
Our panel of experts will cover critical IRS deadlines and the serious consequences of missing them. Discover the financial and operational risks of failing to collect W-9 forms at the outset or submitting incorrect Tax IDs, and learn strategies to mitigate these risks. With data security in focus, we’ll discuss best practices for securely storing W-9 forms and obtaining proper consent for e-delivery in line with IRS regulations. Understand common reasons for 1099 rejections and how to address costs associated with compliance errors. Finally, explore how tools like embedded W-9 collection and real-time TIN matching can streamline your compliance processes amidst evolving state requirements and IRS mandates.
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.
Product Solution Consultant, 1099 & W-9 at Avalara
Gordon Walsh is the 1099 & W-9 Solution Consultant at Avalara. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.
Consultant, trainer and speaker at IFOL
A Certified Fraud Examiner (CFE) Debra is an Accounts Payable speaker, consultant, and trainer with over 20 years of experience in AP, AR, general ledger, and financial reporting for Fortune 500 companies including Verizon, General Motors, and Aramark. In her consultancy, she works with vendor onboarding teams to add authentication techniques, internal controls, best practices and vendor validations to avoid payment fraud, fines and bad vendor data.
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.
Product Solution Consultant, 1099 & W-9 at Avalara
Gordon Walsh is the 1099 & W-9 Solution Consultant at Avalara. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.
Consultant, trainer and speaker at IFOL
A Certified Fraud Examiner (CFE) Debra is an Accounts Payable speaker, consultant, and trainer with over 20 years of experience in AP, AR, general ledger, and financial reporting for Fortune 500 companies including Verizon, General Motors, and Aramark. In her consultancy, she works with vendor onboarding teams to add authentication techniques, internal controls, best practices and vendor validations to avoid payment fraud, fines and bad vendor data.
Register to attend upcoming webinars or watch on-demand within the IFOL membership community.