PROGRAM DESCRIPTION
eTrain: Internal Revenue Service (IRS) Reporting Requirements
 
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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.

 
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