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Day 1 – Nov. 8
Monday, November 8, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: Information Reporting and Withholding Requirements - What this means for your organization
1:10 PM – 2:00 PM
- Tax Session: Documentation - the Backbone of Information Reporting
2:10 PM – 3:00 PM
- Tax Session: Is it Income? A Look at Rebates and Rewards
3:10 PM – 4:00 PM
- Accounts Payable: Automation in a Changed World
4:10 PM – 5:00 PM
- Tax Session: 1099 Pro Corporate Suite TIN Management
5:00 PM – 5:30 PM
Day 2 – Nov. 10
Wednesday, November 10, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: When are Payments and Other Transactions Reportable?
1:10 PM – 2:00 PM
- Accounts Payable: Fraud - A Growing Epidemic
2:10 PM – 3:00 PM
- Tax Session: How to deal with IRS Notices and Penalties
3:10 PM – 4:00 PM
- Unclaimed Property: Legislative Update
4:10 PM – 5:00 PM
- Tax Session: Changes to Forms for 2021
5:00 PM – 5:30 PM
Day 3 – Nov. 12
Friday, November 12, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: 2021 Overview - Latest news and updates for information reporting
1:10 PM – 2:00 PM
- Tax Session: Planning for Year End – what you should be doing now
2:10 PM – 3:00 PM
- Accounts Payable: Best Practices for Serving Accounts Payable’s Customers that Reduce Cost and Increase Control
3:10 PM – 4:00 PM
- Tax Session: Information Reporting Penalties for ACA Returns
4:10 PM – 5:00 PM
- Accounts Payable: Why To Verify Vendor and Compliance Information at the Time of Onboarding - and How to Do It
5:00 PM – 5:30 PM
Day 4 – Nov. 15
Monday, November 15, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: Cloud Transactions
1:10 PM – 2:00 PM
- Tax Session: Are you ready for 2021 Form 1042-S filings?
2:10 PM – 3:00 PM
- Unclaimed Property: Unclaimed property and reporting processes
3:10 PM – 4:00 PM
- Tax Session: Changes to Section 6050W - Statutory Changes and what it all means?
4:10 PM – 5:00 PM
- Tax Session: Reporting withholding on Forms 945 and 1042
5:00 PM – 5:30 PM
Day 5 – Nov. 17
Wednesday, November 17, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: Best practices for state withholding
1:10 PM – 2:00 PM
- Accounts Payable: Product Review
2:10 PM – 3:00 PM
- Unclaimed Property: Understanding and Managing an Unclaimed Property Audit
3:10 PM – 4:00 PM
- Unclaimed Property: General Unclaimed Property Policies & Procedures
4:10 PM – 5:00 PM
- Tax Session: Errors that Will Invalidate your Form 1042-S Filing
5:00 PM – 5:30 PM
Day 6 – Nov. 19
Friday, November 19, 2021 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: Workshop - Forms 1099-MISC and Form 1099-NEC
1:10 PM – 2:00 PM
- Tax Session: Workshop - Filing state withholding returns and mitigating penalties
2:10 PM – 3:00 PM
- Tax Session: 1099 Pro Demo Room: 1099 Pro Corporate Suite What’s New
3:10 PM – 4:00 PM
- Tax Session: 1099 Pro Corporate Suite Web Presentment
4:10 PM - 5:00 PM
- Tax Session: 1099 Pro Demo Room: www.TINCheck.com Demonstration
5:00 PM – 5:30 PM
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