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PROGRAM DESCRIPTION
eTrain: IRS Reporting Requirements 2011 Update

Guesswork just isn’t good enough for your credit union’s IRS reporting.  
As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms that affect your IRS reporting requirements. Attorney, author, and founder of CU Doctor, David A Reed will walk you through IRS reporting procedures, including this information:

  • Guidelines for determining reporting requirements
  • Back-up Withholding Issues
  • Obtaining Taxpayer Identification Numbers (TIN’s)
  • IRS forms and procedures for:
    • 1098
    • 1099-A & C
    • 1099-INT                     
    • 1099-MISC      
    • 1099-R             
    •  5498                
  • Reporting deadlines
    Recent changes for 2011  reporting

Don’t miss this important information!

Who should attend?
Credit union professionals who submit IRS reports, especially in these positions:

  • CEO
  • CFO
  • Accounting
  • Compliance
  • Operations
  • Internal Audit
  • Collections

Meet the presenter, David A. Reed:
Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice.  Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.  His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy and collections.  And, he offers facilitation services and a full range of on-site training programs that can be delivered to the Board, executive team, managers or frontline staff.  

A former trial attorney and Vice President and General Counsel of a large credit union, Mr. Reed is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections.  He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.  He also serves as editor of several industry manuals including Collections Manual for Credit Unions and Bankruptcy Guide for Credit Unions.

Mr. Reed received his undergraduate degree from Virginia Tech in 1986 and his Juris Doctorate from George Mason University School of Law in 1989.   He is a Certified Compliance Officer.  He resides in Fairfax, Virginia with his wife Diane and their twin daughters.  Also a member of the credit union family, his wife, Diane, is President of CU Doctor, LLC.

  Credit union professionals who submit IRS reports, especially in these positions: • CEO • CFO • Accounting • Compliance • Operations • Internal Audit
Registration Investment: Power Learner Passport - (click for details)
   


Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.

   

ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

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