1 CPE Credit

Preparing for year-end: 1099s can be fun!

December, 2020 | 50mins
Hear from experts from KongBasileConsulting on your 1099 reporting responsibilities, how to fill out forms, and automation tools to help ease the process.

About this webinar.

Preparing for year-end: 1099s can be fun!

It’s that dreaded time of the year again with the 1099 submission deadline looming. In this session we tackle some of the more time-consuming aspects of the exercise, and what you can do to prepare. We also help put this tax reporting requirement into perspective, so that you don’t get overwhelmed by it. Whether you have 1 or 1,000 vendors and subcontractors on your books, you’ll benefit from the tips and tricks in this presentation, and have an opportunity to ask your questions of the experts.

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Learning objectives.

1099 FAQs — the information you need and how to collect it.
Your reporting responsibilities and how to fill out forms.
Automation tools to ease the process.
What to do if you get it wrong.


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1 CPE Credit

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About the speakers.

About the speaker.

Dan Shinstrom


Dan Shinstrom is Director at KBC, and has been for 6 years. He works with a variety of clients, but primarily works with SaaS companies. Prior to joining KBC, Dan worked at PricewaterhouseCoopers in their audit practice. Dan is based in Seattle.

Mandy Myers


Mandy Myers is Manager at KBC, and has been for almost 4 years. She likes working on all the ‘fun’ projects: first year audits, fundraising diligence, system implementations, and, of course, 1099s. Mandy started her career in public accounting (KPMG and Moss Adams) and worked at a real estate investment company for several years before joining KBC. Mandy is based in the Bay Area.

Darcie Lamond

Director of Brand

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.


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