Day 1 – Nov. 9
Day 2 – Nov. 11
Day 3 – Nov. 13
Day 4 – Nov. 16
Day 5 – Nov. 18
Day 6 – Nov. 20
Day 1 – Nov. 9
Monday, November 9, 2020 – 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: Regulatory Requirements When Issuing US Source Income Payments
1:10 PM – 2:00 PM
- Tax Session: Properly Documenting Payees, Withholding Tax Requirements
2:10 PM – 3:00 PM
- AP Session: Vendor Onboarding and Information Management: Averting Risk and Increasing Efficiency
3:10 PM – 4:00 PM
- AP Session: Fraud A Growing Epidemic
4:00 PM – 4:50 PM
- AP Session: Fundamentals of Vendor Self-Service Portals
4:50 PM – 5:30 PM
- Tax, AP Session: Open Q & A Discussion
Day 2 – Nov. 11
Wednesday, November 11, 2020 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:30 PM
- Tax Session: Types of Payments that are Required to be Reported, Highlighting New Form 1099-NEC for Tax Year 2020 – Payments Issued for Services Provided in Lieu of Form 1099-MISC
1:30 PM – 2:00 PM
- Tax, AP Session: Product Review
2:10 PM – 3:00 PM
- Tax Session: IRS Notices and Penalties
3:10 PM – 4:00 PM
- UP Session: All About U/P – A Beginner’s Guide to the Ins and Outs of Unclaimed Property Filing
4:00 PM – 4:50 PM
- AP Session: Automation in A Remote Work Environment
4:50 PM – 5:30 PM
- Tax, UP AP Session: Open Q & A Discussion
Day 3 – Nov. 13
Friday, November 13, 2020 – 12:00 PM to 5:40 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
- Tax Session: 2020 Update - Overview of Regulatory Actions, New and Changing Reporting and Withholding Requirements
1:10 PM – 2:00 PM
- Tax Session: The Impact of the Cares Act
2:10 PM – 3:00 PM
- Tax Session: IRS Publication Updates
3:00 PM – 3:50 PM
- Tax Session: Common Information Reporting Mistakes and How to Avoid Them
4:00 PM – 4:50 PM
- Tax Session: 1099 Pro Corporate Suite What’s New: 1099-NEC and More
4:50 PM – 5:40 PM
- Tax, UP AP Session: Open Q & A Discussion
Day 4 – Nov. 16
Monday, November 16, 2020 – 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: Form 1042-S – Understanding the Requirements to Complete Form 1042-S and Filing with the IRS
1:00 PM – 1:50 PM
- Tax Session: The Impact of the Secure Act
2:00 PM – 2:50 PM
- UP Session: U/P Audits – A Guide to What Encompasses an Unclaimed Property Audit and General Information to Help Manage an Audit
3:00 PM – 3:50 PM
- Tax Session: Withholding and Information Reporting on Legal Settlements: What is Your Exposure?
4:00 PM – 4:50 PM
- Tax Session: IRS Enforcements Audit Initiatives
5:00 PM – 5:30 PM
- Tax, UP AP Session: Open Q & A Discussion
Day 5 – Nov. 18
Wednesday, November 18, 2020 – 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: Maintaining Compliant Policies and Procedures – The Next Step
1:00 PM – 1:50 PM
- Tax Session: Beginning the Process to Comply with State Withholding and Reporting and Withholding
2:00 PM – 2:50 PM
- UP Session: Covid-19 and U/P – A Discussion on How the Covid-19 Situation has/has not Changed the Unclaimed Property Environment
3:00 PM – 3:50 PM
- UP Session: U/P Legislative Updates – A Review of Recently Passed Laws Affecting Unclaimed Property, Along with Pending Legislation
4:00 PM – 4:50 PM
- Tax Session: Managed Services – How Incorporating a Managed Service Solution Improves Your Company’s Compliance with Federal and State Regulatory Requirements and Reduces Burden with Overall Costs and Seasonal Peak Drain on Staff
5:00 PM – 5:30 PM
- Tax, UP AP Session: Open Q & A Discussion
Day 6 – Nov. 20
Friday, November 20, 2020 – 12:00 PM to 5:30 PM EASTERN STANDARD TIME
Noon – 12:10 PM
- Opening Remarks and Introductions
12:10 PM – 1:00 PM
1:00 PM – 1:50 PM
- Tax Session: Completing and Filing Forms 1099-R and 5498 and the Payback of Loans Against Retirement Accounts
2:00 PM – 2:50 PM
- Tax Session: IRS Forms Updates
3:00 PM – 3:50 PM
- Tax Session: 1099 Pro Corporate Suite TIN Management and Corporate Suite Demo
4:00 PM - 4:50 PM
- Tax Session: 1099 Pro Corporate Suite Web Presentment of Tax Forms
5:00 PM – 5:30 PM
- Tax, UP AP Session: Open Q & A Discussion