4 Must Learn Webinars on US Federal Tax Forms and Most Popular IRS Forms & Pubs

The following training is a pack of most informative training materials on topics related to United States most Popular IRS Forms & Pubs. The training materials cover top aspects for a taxpayers and tax-exempt organizations to report financial information to the Internal Revenue Service (IRS) of the United States. These courses provide understanding on how United States Internal Revenue Service applies to organizations pursuant to information like Form W-2, Form W-4, Form W-9, 1099-MISC (2014), Form 8938, Forms 941, FATCA Act, CP-2100 Notice, Penalty notices (972-CGs), IRS TIN Matching, IRC Section 132 and beyond, etc.
Instructor: Miles Hutchinson, Vicki M. Lambert
Product ID: PACK70011

CD/Recorded-How It Works:

  • Webinar CD/Recorded will have a series of modules. Our experts have delivered the modules using PowerPoint Presentations.
  • Webinar Recording Link or CDs are licensed to be used multiple times at any location with multiple attendants, as you wish.
  • Recording links will be valid up to 6 months with unlimited access and reference materials will be mailed to your registered e-mail.
  • Free shipment of CDs within 72 hours from the date of purchase and reference materials will be mailed to your registered address.

Webinar Topics:


Who will benefit?

These webinar will be beneficial to the following:

CFOs | Controllers | Tax Attorneys | Tax Managers | Compliance Managers | All Institutions making payments to a Foreign Financial Institution or other Foreign Nonfinancial Entity on behalf of US Persons | Payroll Professionals | Human Resources | Accounting Personnel | Business Owners | Lawmakers | Attorneys | Any individual or entity that must deal with the complexities and requirements of processing payroll.


Webinars included in the Package:

TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties (Duration 90 minutes)

Learn the best practices for eliminating 1099 error notices from the IRS. Discover the power of the TIN Matching system. Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements.

Objectives of the Presentation:

  • What is TIN Matching and who must request access to the TIN Match system?
  • How do we register to use the system?
  • How does the TIN Match system work?
  • What are the best practices for managing 1099 reporting requirements?
  • How do I deal with vendors who report incorrect information on their W-4’s?
  • B-Notices: when I receive a letter from the IRS stating I have incorrect names/TINS on my 1099’s, what must I do and what about the deadlines?
  • What if I receive a Notice of Proposed Penalty?

Instructor Profile:

Miles Hutchinson is a CPA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a highly sought after professional speaker and consultant who has presented over 2000 seminars and training sessions on a myriad of business and financial topics, including tax, financial analysis and financial modeling, accounting matters, strategic planning, and compliance with the Sarbanes-Oxley Act.


Fringe Benefits: Section 132 and Beyond (Duration 90 minutes)

This webinar discusses the proper taxation, if any for many of the various fringe benefits offered under Internal Revenue Code 132 and beyond. This includes such items as cell phones, prizes and awards, holiday gifts, employee discounts, small (De Minimis) cash and noncash items and employee achievement awards.

Objectives of the Presentation:

For the attendee to learn and understand the 2014 IRS regulations for determining the taxation and reporting of the following fringe benefits offered under Section 132 of the Internal Revenue Code and beyond.

  • Working Condition Fringe Benefits
  • De Minimis Fringe Benefits
  • Employee Discounts
  • No additional cost services
  • Employee Achievement Awards for Length of Service and Safety
  • Prizes and Awards—Cash and Noncash
  • Cell phones, Gift certificates and gift cards, Holiday gifts

Instructor Profile:

Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.


Multistate Taxation: What Payroll Must Know Now (Duration 90 minutes)

This webinar focuses the best practices and requirements needed to properly deduct and/or pay the state income tax, local taxes, and state unemployment insurance for an employee who lives and works in two separate states or who works in two or more states.

Objectives of the Presentation:

  • How to determine state withholding liability
  • How reciprocal agreements affect taxation of wages
  • How state exemptions or credits affect withholding
  • Resident and nonresident taxation policies
  • The four factor test for state unemployment insurance
  • Income and unemployment taxation of Fringe benefits
  • How to handle income and unemployment insurance taxation for employees working in multiple states

Instructor Profile:

Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues.


FATCA (Foreign Accounts Tax Compliance Act) - How to Comply with Minimal Withholding, Tax and Penalty Impact (Duration 90 minutes)

US authorities are determined to uncover hidden accounts of US persons holding assets abroad and ensure they are properly taxed. Learn about this complex law, the various types of agreements required to be executed between the IRS and foreign entities and foreign financial institutions, the account review requirements, the grandfather provisions and the reporting provisions of this new law.

Objectives of the Presentation:

  • What is FATCA and who is affected
  • Two Model Intergovernmental Agreements
  • Impacts of FATCA on forms 1099, 8938,& FBAR-FinCEN 114 (fka TD F 90-22.1)
  • Useful tables and charts for determining the definitions of foreign financial assets requiring reporting under FATCA
  • Exceptions to Reporting
  • Penalty risks for noncompliance, including the extended statute of limitations
  • Case study - a tale of two offenders with significantly different outcomes

Instructor Profile:

Miles Hutchinson is a CPA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a highly sought after professional speaker and consultant who has presented over 2000 seminars and training sessions on a myriad of business and financial topics, including tax, financial analysis and financial modeling, accounting matters, strategic planning, and compliance with the Sarbanes-Oxley Act.


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