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Self-Study CPE
2018 ANNUAL TAX SEASON UPDATE
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AUDITING THE ERO
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CANCELLATION OF DEBT
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TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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EXPATRIATE TAXATION - A DEEPER DIVE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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1099alphabet transitionadvisors

1099 ALPHABET SOUP: NAVIGATING THE INFORMATION REPORTING MAZE

Cost Free   CPE Credits 1.0 hour     1 hour for EAs (Federal Tax Update)    Course Id# - HURS9-U-00291-18-O  Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Enrolled Agent
Other 
Series: Enrolled Agents, Taxes 
Course Description

As each year comes to a close, our calendar year-end tax requirements are the focus of our attention.  All businesses are required by the Internal Revenue Service to timely issue various types of information reporting documentation in regards to the income payments they have disbursed.
 
Certainly, we are most familiar with Form 1099-MISC, but are you aware of the many letters used to identify and distinguish the different types of income on either other Forms 1099s or the additional information reporting documents?
 
Join us to become knowledgeable in all the variations of information reporting forms, assure your clients remain compliant with proper policies and procedures, and advise payors of their responsibilities.

Information Forms with Similar Purposes:


  • Forms 1042-S

  • Forms 1098 (Series)

  • Forms 1099 (Series)

  • Forms 3921/3922

  • Forms 5498 (Series)

  • Forms W-2 (Series


Other Information Returns in the World of Information Reporting 
 

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Marcia Miller, MBA, EA

Transition Advisors LLC
Managing Director

(954) 465-7429

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Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc.  

For over 40 years, Marcia has worked in Accounting, Tax and Management Consulting for a practice with emphasis on representing Small Business Owners in all aspects of Taxes, Employment & Labor Issues, Pensions, Estate Planning as well as Federal, State (Nationwide) and Foreign mandatory reporting.
 
She is also a Managing Director of Transition Advisors, LLC, a consulting company known for leading CPAs through transition with succession and M & A strategies.
 
She has been an author, live speaker and webinar expert for various national companies and accounting organizations at their annual conferences, lecturing on a multitude of tax, technical & non-technical topics. She has also presented Tax Legislative Seminars for Thomson Reuters on current business taxation and accounting issues.
 
As a recognized Thought Leader and Speaker in the World of Information Reporting and commonly referred to as the "1099 Queen", Marcia was appointed to a three year term, as a Committee Member, to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC).
 
She received both her MBA and BBA from the University of Miami School of Business.

Handout Materials
Presentation Slides
Additional Materials
FAQS for Self Study Programs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Transition Advisors helps you go through the process of change and solves problems before they come up. The vast experience of our principals, regional advisors and professional staff will be invaluable to you and your partners in moving your practice to the next level. To be clear - we are not brokers. We are professional consultants and advisors with years of experience who stay with you throughout the entire process of transition... hence Transition Advisors! You will also have access to our Additional Services to support your transition. These include but are not limited to valuations, succession plans, mergers, introductions, deal structure options, assistance with negotiations, acquisition and planning assistance, drafting contracts, due diligence support, partner retreats and transition strategies to retain the clients and staff. We are consistently successful in identifying firms in your area that are interested in some type of affiliation including a long or short term succession plan, outright sale, upstream merger, seeking to grow through a merger or acquisition, or a staged transition or mergers of firms with younger partners, and, or niches, who can strengthen your internal succession team and firm. We also identify firms not in your area who want to be! We are consultants who can provide transition strategies when you are ready to take the next step in growing your firm, interested in moving to the next level, or slowly taking more time off to enjoy life, or many other avenues of change to meet your life style and work style. We hope you will view the other pages on our website, Buyers, Sellers, Internal Succession, or Mergers, which have a great deal of practical information, as well as our FREE Reports and Case Studies about the changing accounting practice profession. With Transition Advisors you get timely, accurate and helpful assistance from the beginning of the deal, throughout the negotiations until the very end of the process. We encourage you to call upon us and request a visit with one of our regional directors to discuss what could be one of the most important decisions of your business and personal life. Highest References available.