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IRS Forms W-8 & W-9: Get Practical Solutions for Compliance

Summary

Live Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Under U.S. federal tax law, businesses making certain payments must request either Form W-9, W-8 or 8233, detailing specific information about the payee. Beyond regulating withholding, payers must make sure that the forms are current, complete and accurate. How can you ensure a proper form that will not subject your company to penalties, interest or tax? Join us for this 60-minute webinar where you and your colleagues will discover:

  • Updates to forms W-8: Everything you need to know
  • How to validate each form to ensure you're in compliance
  • Essential Substitute Form guidelines to keep you ccompliant
  • Strategies to avoid costly penalties and audits

Program Highlights

  • Form W-9: Strategies to Navigate IRS Standards and Practices

    • How to accurately acquire information from payees
    • When you need and do not need to collect a Form W-9
    • Work effectively with vendors: Techniques for success
  • Form W-8: What the IRS Expects You to Know

    • When to use each form W-8: Scenarios to consider
    • Discover how the latest changes can affect your business
    • Data points to capture from Forms W-8: Ensure compliance
  • Best Practices for Implementing Forms W-8 & W-9

    • Make a smooth transition from due diligence to reporting
    • Form W-8 & W-9 red flags: Spot them before it's too late
    • Keys to effectively validate and review your forms
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Jill Dymtrow is a Director of Client Services with IHS Markit's CTI Tax Solutions Division where she advises financial institutions and multi-national corporations on matters involving domestic and non-resident alien withholding and reporting issues.

  • Jill has extensive expertise in developing logic to automate both tax due diligence processes as well as reporting processes for clients and was a core member of the team developing CTI Tax Solutions various product offerings.

Program Benefits

Join us for this 60-minute webinar to discover how to stay compliant with IRS forms W-8 and W-9 and best practices to apply in your day-to-day accounts payable and business procedures.