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Resolving Form 1099 Discrepancies

Date: Thursday, February 21, 2019
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Join us to discuss the challenges our clients will present to us to keep them both compliant and offer insight to these laws.

Gain insights and the procedures required to correct any errors discovered in the initial filing or reporting requirements either by the company reporting these amounts or in reply to the Internal Revenue Service’s inquiry as to the discrepancy in the records reported to them via a CP-2100.

By following the practices discussed within this information, you, and your client’s business entities, will be provided with the knowledge and tools that will avoid costly penalties that could have been assessed by the Internal Revenue Service.

Learning Objectives:

  • You will be able to recognize 1099 discrepancies.
  • You will be able to discuss 1099 compliance.
  • You will be able to review backup withholding requirements.
  • You will be able to describe the future of 1099 reporting.
This Live Webinar Covers These Hot Issues:

1099 Discrepancies

• Triggers to the IRS TIN Matching Program
• 1099-MISC Misclassifications
• Proceedures to Correct Incorrect 1099s
• 1099-K and the Required Verification of Income Process

1099 Compliance

• Checklist of Issues to Avoid Penalties
• Increasing Penalty Notices and Fees
• IRS 2100/2100A and Subsequent B-Notices to Payees

Backup Withholding Requirements

• U.S. and Nonresident Requirements

Future of 1099 Reporting

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE
  • AIPB
  • Enrolled Agents

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Marcia L. Miller, M.B.A., E.A., Financial Horizons, Inc.

  • President and owner of Financial Horizons, Inc., a full service accounting and tax firm
  • Enrolled agent entitled to practice before the Internal Revenue Service
  • 40 years of accounting, tax and management consulting in South Florida for a practice with an emphasis on representing small business owners in all aspects of taxes, employment and labor issues, pensions, estate planning as well as federal, state (nationwide) and foreign mandatory reporting
  • Federal appointment successfully completed for a three year term to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC)
  • Author, speaker and teleconference expert, for various national companies and accounting organizations at their annual conferences, lecturing on a multitude of tax, technical and non-technical topics focusing on the areas of tax planning, management and health care reform
  • Managing director, Transition Advisors, LLC, leading CPAs through transition with succession and M & A strategies
  • Live presenter at the 2016 CCH Annual User's Conference and FICPA Chapter meetings regarding Succession Planning for CPAs
  • Previous nationwide presenter of tax legislative seminars for Thomson Reuters' Bell Learning Series on current business taxation and accounting issues
  • Former adjunct professor at Nova Southeastern University's H. Wayne Huizenga School of Business and Entrepreneurship
  • M.B.A. and B.B.A. degrees, University of Miami School of Business

(Not available outside the US)