Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
WEBINAR OR ON-DEMAND WEB LINK
Wednesday, November 9, 2016
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
Financial institutions are required to report many types of 1099 forms to the IRS each year. Does your institution know when and how to file each type of Form 1099? For example, Form 1099-MISC must be filed when your institution pays a vendor $600 or more per year – but there are exceptions if the vendor is a certain type of legal entity. Form 1099-A must be filed when you foreclose on collateral, and Form 1099-C must be filed when you forgive debt. Form 1099-MISC must be filed if your institution awards a prize worth $600 or more, but Form 1099-INT must be filed if the prize is $10 or more and related to a deposit account. Join us to learn the proper use of the forms listed below, when they must be filed, and review the new version of each form for the 2016 tax year.
*What to report, when to file, and penalties for not filing properly
*1099-A: Acquisition or Abandonment of Secured Property
*1099-C: Cancellation of Debt
*1099-INT: Interest Income
*1099-MISC: Miscellaneous Income
*General Instructions for Certain Information Returns
*2016 Instructions for Forms 1099-A and 1099-C
*2016 Instructions for Forms 1099-INT and 1099-OID
*2016 Instructions for Form 1099-MISC
*Employee training log
*Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session will be useful for all deposit operations personnel, loan operations staff, accounting clerks, tax personnel, accountants, management, compliance officers, and attorneys.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP
Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK
The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately two days prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Wednesday, November 9, 2016 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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