1 CPE Credit

20-Minute Tales from the Frontlines of Finance.

Year-end tax planning including the joys of 1099 prep!

Thu, Dec 2 • 2:00pm ET / 11:00am PT

In this session, we will look at some of the significant changes to federal and state 1099 reporting requirements and their potential impacts to your company.

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About this talk.

About

It’s that dreaded time of the year again with year-end tax prep and the 1099 submission deadline looming. In this session we look at some of the significant changes to federal and state 1099 reporting requirements and potential impacts to your company. With the help of tax experts at SOVOS, we’ll identify areas of focus for year-end, including what you need to know to crush 1099 reporting. You’ll also have an opportunity to ask your questions of the experts.

Live attendees who stay an extra 10 minutes and complete 4 polls can qualify for 1 CPE credit

CPE credit: One CPE credit offered for successful completion.
Program Level: Basic
Prerequisites: Familiarity with 1099s and tax preparation
No advanced preparation needed.
Free to attend.

Register to receive your invite, or to receive the recording of the event once complete.

Three tips and tricks.

  • An overview of changes to state and federal 1099 requirements that might impact your planning.
  • 1099 FAQs — the information you need and how to proactively prepare.
  • Automation tools to ease the process.
  • What to do if you get it wrong.

Speakers.

Wendy Walker

Wendy Walker is the Solution Principal of tax information reporting at Sovos. Leveraging 15+ years of industry experience leading tax operations and compliance teams in global financial institutions, she works with Sovos clients to deliver market-leading withholding and information reporting solutions. Wendy is a member of the Internal Revenue Service Advisory Council (IRSAC)’s Information Reporting Subgroup and advises the IRS on industry issues related to new and pending tax reporting changes impacting businesses. Wendy graduated with a B.S. in Process Engineering from Franklin University and obtained her M.B.A. from Ohio Dominican University in Columbus, Ohio.

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Lisa’s tale will focus on how to identify, corral and organize the deluge of data following seed financing when startups are in hyper growth mode.

Lisa began her career at PriceWaterhouseCoopers. After working in corporate finance for many years, she founded Three Butterflies Consulting. Her passion is to free up founders’ time by taking care of finance and operations, so they can focus on growth and innovation.

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Other 20-Minute Tales from the Frontlines of Finance.

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