Sunday, November 10, 2019
Monday, November 11, 2019
Tuesday, November 12, 2019
Wednesday, November 13, 2019
Sunday, November 10, 2019
8:00 – Noon
8:00 - 9:30 AM
9:00 - 9:50 AM
- Tax Session: Basics of IRS Form 1099 MISC
- 1099 Pro Corporate Suite TIN Management
10:00 - 10:50 AM
- Tax Session: The Basics of the IRS Requirements on Information Reporting of Payments, Payee Information and Withholding Issued by U.S. Organizations
- AP Session: Automation
- UP Session: UP Basics 1 – The purpose for filing
11:10 AM - Noon
- Tax Session: Payee Documentation Requirements
- UP Session: UP Basics 2 – Information Gathering
- AP Session: Why to verify compliance at the time of vendor on-boarding - and how to do it
Noon - 1:00 PM
1:00 - 1:50 PM
- Tax and AP Session: Developing, Setting and Maintaining Compliant Regulatory Policies and Procedures Part I
- Tax Session: The Basics - Filing Information Returns with the IRS and Requiring States
- UP Session: UP Basics 3 – Welcome to Due Diligence
2:00 - 2:50 PM
- Tax and AP Session: Developing, Setting and Maintaining Compliant Regulatory Policies and Procedures Part II, continued
- UP Session: UP Basics 4 - Introduction to UP Filing for AP/AR
3:10 - 4:00 PM
- UP Session: UP Basics 5 - Claims
- Tax Session: Basics - Dealing with IRS B-Notice Letters and TIN Penalty Notice Letters
- Tax and AP Session: AP and Regulatory Open Discussion
- 1099 Pro Corporate Suite IRS & State Filing
Monday, November 11, 2019
7:30 AM - Noon
8:00 - 9:30 AM
8:15 - 8:30 AM
- Conference Opening Remarks
8:30 - 9:20 AM
- Tax Session: 2019 Regulatory Update
9:30 - 10:20 AM
- Tax Session: Processing Form W-8 Treaty Claims
- AP Session: E-Payments
- UP Session: Statute Update
10:30 - 11:30 AM
- Tax Session: IRS Taxpayer Advocate
- UP Session: Current Litigation
11:30 AM - 1:00 PM
11:30 PM - 1:00 PM
- 1099 Pro User Group Meeting
1:00 - 1:50 PM
- Tax Session: Form 1042-S Workshop
- AP Session: Purchasing
2:00 - 2:50 PM
- Tax Session: Life Settlements: Are You Ready for the New Reporting Regime?
- Tax Session: Fundamentals of Brokerage Regulations Related to Information Returns
- UP Session: UP State Panel – Information Regarding Represented States Filing Processes
- AP Session: 21st Century Vendor Registration and Profile Management: Today's More Stringent and Complex Requirements for Security, Compliance, and Verification
3:10 - 4:00 PM
- Tax Session: Unique Payments and What Regulations Apply?
- UP Session: FSITrack Software Demonstration
4:10 - 5:00 PM
- Tax Session: 2019 IRS Tax Form Changes
- AP Session: Outsourcing
Tuesday, November 12, 2019
8:00 - 9:30 AM
8:30 - 9:20 AM
- Tax Session: What You Need to Know Regarding Plans for Upcoming IRS Audits
9:30 - 10:20 AM
- Tax Session: Payment Cards and Form 1099-K - Shifting the Information Reporting Burdens to Third Parties and Associated Pitfalls
- 1099 Pro - TINCheck.com Demonstration
10:40 - 11:30 AM
- Tax Session: Case Studies in Penalty Abatement
- AP Session: Best Practices for Serving Accounts Payable’s Customers That Reduce Cost and Increase Control
- UP Session: UP Audit Part 1
11:30 AM - 1:00 PM
Noon - 1:30 PM
- Withholding Tax Group Meeting
1:00 - 1:50 PM
- Tax Session: IRSAC Update
- AP Session: Fraud
- UP Session: Retirement Fund Reporting
2:00 - 2:50 PM
- Tax Session: Workshop for Validating Forms W9, W-8BEN and W-8BEN-E
- UP Session: UP Audit Part 2
- AP Session: How to Convince Upper Management to Implement Change affecting AP
3:10 - 4:00 PM
- Tax Session: State Reporting, Required State Withholding and Filing Requirements Regarding Forms,1099, W-2G, 1098 and 1042-S – Part I Reporting
- UP Session: UP Audit Part 3
4:10 - 5:00 PM
- Tax Session: Form 1099 MISC Workshop
- Tax Session: Mandatory and Voluntary State Withholding on Retirement Accounts
- UP Session: Advanced AP/AR UP Filings
Wednesday, November 13, 2019
8:00 - 9:30 AM
8:30 - 9:20 AM
- Tax Session: Puerto Rico Workshop
- Tax Session: Forms 1099A and 1099C Requirements
- 1099 Pro - Corporate Suite Web Presentment, Scheduler, and Service Monitor
9:30 - 10:20 AM
- Tax and AP Sessions: Third Party Vendors – What are the potential risks?
- AP Session: How to Work with IT
10:40 - 11:30 AM
- Tax Session: State Reporting, Required State Withholding and Filing Requirements Regarding Forms,1099, W-2G, 1098 and 1042-S – Part II Required Withholding
- UP Session: UP Session Wrap Up
