Although much less fun, it’s always necessary to stay on top of the many issues when it comes to tax reporting for financial institutions. In this webinar, learn about the rules around tax reporting, including Taxpayer Identification Numbers (TINs), as well as the many forms financial institutions must report, with an emphasis on when and exactly what to report. Many resources and website links will also be provided to make compliance efforts easier.
Who Should Attend
Anyone in your institution with responsibility for collecting tax information, filing various IRS forms, or someone who must be aware of TIN requirements. This may include senior management, operations personnel, and back-room personnel, plus compliance officers, auditors, and attorneys, and anyone else who might benefit from this valuable information.
Continuing Education Credit Information
IRS Information Reporting: Rules and Forms has been approved for 2.5 CRCM credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for Live attendance only. For questions on certificates, please email firstname.lastname@example.org. Certification holders must report these credits at https://aba.csod.com.