PROGRAM DESCRIPTION

eTrain: Internal Revenue Service (IRS) Reporting Requirements

 
Ready to register? Please select your credit union:
As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms and any changes that affect your IRS reporting requirements. CPAs Karen Gries and Stephen Livingston from CliftonLarsonAllen, LLP will walk you through IRS reporting procedures, including this information:

As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms and any changes that affect your IRS reporting requirements. CPAs Karen Gries and Stephen Livingston from CliftonLarsonAllen, LLP 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 2013  reporting

Who should attend?

Credit union professionals who submit IRS reports, especially in these positions:

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

Meet the presenters:
Karen Gries, CPA is a partner at CliftonLarsonAllen LLP.
Steve Livingston, is a director at CliftonLarsonAllen LLP.

Program length 90 Minutes
 

Registration Investment

Power Learner Passport - (click for details)
   


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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.

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Want to know more about all the upcoming eTrain webinars?
Just contact the League at registrations@ccul.org

   

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