WHY SHOULD YOU ATTEND?
Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.AREA COVERED
- Comprehensive guidelines on managing Form W-9.
- Detailed TIN verification procedures.
- Proactive approaches to B Notice responses.
- Avoiding common errors that lead to backup withholding penalties.
- Legal implications and updates in IRS compliance regulations.
- Interactive workshops on troubleshooting W-9 issues.
LEARNING OBJECTIVES
- Demystify the requirements and purpose of Form W-9.
- Master the TIN verification process through practical examples.
- Strategically handle B Notices to prevent IRS penalties.
- Learn and apply advanced strategies to avoid backup withholding.
- Engage in real-time problem-solving scenarios.
- Update your compliance practices with the latest IRS guidelines.
WHO WILL BENEFIT?
- CFOs and Finance Executives
- Tax Compliance and Risk Management Professionals
- Accountants and Auditors
- Compliance and Regulatory Affairs Professionals
- Comprehensive guidelines on managing Form W-9.
- Detailed TIN verification procedures.
- Proactive approaches to B Notice responses.
- Avoiding common errors that lead to backup withholding penalties.
- Legal implications and updates in IRS compliance regulations.
- Interactive workshops on troubleshooting W-9 issues.
- Demystify the requirements and purpose of Form W-9.
- Master the TIN verification process through practical examples.
- Strategically handle B Notices to prevent IRS penalties.
- Learn and apply advanced strategies to avoid backup withholding.
- Engage in real-time problem-solving scenarios.
- Update your compliance practices with the latest IRS guidelines.
- CFOs and Finance Executives
- Tax Compliance and Risk Management Professionals
- Accountants and Auditors
- Compliance and Regulatory Affairs Professionals
Speaker Profile

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with …
Upcoming Webinars

Transform Data into Insights: A Beginners Guide to Excel Pi…

Leadership: Strategic Planning and Decision Making

Onboarding Best Practices for 2025: Proven Strategies to Po…

Seeking Truth: Detecting Truth, Lies and Deception in a Wor…

Managing Difficult Employee Conversations

Copilot and HR: An Introduction for HR Professionals

How to Document Employee Discussions and Why it is Important

Dealing With Difficult People In Life & Work

How to Write Effective Audit Observations: The Principles f…

OSHA Requirements for Supervisors, Project Leaders & HR - W…

FDA Compliance And Laboratory Computer System Validation

4-Hour Virtual Seminar on Transformational Leadership - The…

3-Hour Virtual Boot Camp on Easier Excel Automation with VB…


2025 Handbook Overhaul: Navigating Critical Updates! Federa…

Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…

Negotiating Skills For Professional Results - Winning Strat…

Building Thriving Teams: Proactive Strategies for Managers …

Designing Employee Experiences to Build a Culture of Compli…

Empowering Conflict Resolution: Letting Go to Gain Control

Navigating Alcohol and Drug Addiction Protections Under the…

President Trumps Executive Orders And What They Mean to Emp…

The Anti-Kickback Statute: 2025 - Year in Review

FDA Technology Modernization Action Plan (TMAP) and Impact …

Form W-9 Compliance: TIN Verification, B Notices, and Avoid…

Workplace Investigations 101: How to Conduct your Investiga…

50+ new Excel features so far this decade


FDA Regulation of Artificial Intelligence/ Machine Learning

From Challenges to Compliance: Understanding Dietary Supple…

Utilizing HR Metrics to Illustrate & Improve Human Resource…

Do's and Don'ts of Documenting Employee Behaviour, Performa…


The Importance of the first 5 seconds when presenting

Why EBITDA Doesn't Spell Cash Flow and What Does

Outlook - Master your Mailbox - Inbox Hero Inbox Zero

Policy Pops: Navigating DEI in the 2025 Workplace: Strategi…


Impact Assessments For Supplier Change Notices

The Monte Carlo Simulations in Excel for Risky Investments

Understanding the incredible uses and fallbacks of ChatGPT

California Meal and Rest Breaks: What You Don't Know Can Co…

Unlock Employee Loyalty: Stay Interviews Will Keep Them Eng…


Onboarding is NOT Orientation - How to Improve the New Empl…


Gossip-Free: Leadership Techniques to Quell Office Chatter

Female to Female Hostility @Workplace: All you Need to Know


6-Hour Virtual Seminar on Learning the Highlights of Excel …