Human Resources
W-9, The Perfect Start To Perfect 1099's
CWS2026338
100 Minutes
May 22,2026
10:00 AM PDT | 01:00 PM EDT
Overview
Stay ahead of the curve with this timely and informative webinar on the latest developments related to IRS Form W-9. As IRS regulations continue to evolve, understanding these updates is essential for maintaining compliance, avoiding costly errors, and keeping your business processes accurate and efficient. This session will explore the latest changes, including new filing deadlines and heightened penalties, so you can better manage W-9 compliance with confidence.
In addition to key updates on filing dates and compliance requirements, this webinar will address some of the most common and pressing W-9 questions. Attendees will gain practical guidance on who should receive a W-9, who is responsible for the accuracy of the form, and what important terms such as “disregarded entity” and “tax classification” really mean. You will also learn how to reduce the risk of name and TIN mismatches and use IRS e-services to strengthen your verification process.
Questions Answered:
- Who should receive a W-9?
- Who is responsible for the accuracy of W-9 information?
- What does “disregarded entity” mean?
- What is the importance of “tax classification”?
- When are W-9s due to payees?
- When should W-9s be rejected and re-sent to payees?
- How can name and TIN mismatch problems be avoided?
Time-Saving Tips:
- Advantages of IRS e-services
- How to verify TIN, EIN, and SSN with IRS e-services
- How to train staff to verify the correctness of W-9 information
- How to train staff on when to apply backup withholding
- The most common mistakes on 1099s
- Tips for avoiding IRS penalties
- The importance of a procedural manual and staff training
Your Benefits For Attending:
- Understand who should receive a W-9.
- Learn how to verify TIN, EIN, and SSN using IRS e-services.
- Identify the most common mistakes on 1099s and how to avoid them.
- Gain clarity on key W-9 terminology, including “disregarded entity” and “tax classification.”
- Discover when W-9s should be rejected and re-sent to payees.
- Improve internal processes through stronger staff training and better procedural practices.
Attending this webinar will help you strengthen your understanding of W-9 requirements while improving accuracy, efficiency, and compliance in your day-to-day processes. You will leave with practical knowledge that can help reduce errors, avoid penalties, and support better decision-making for your organization.
Steven Mercatante
Steven Mercatante, TIR Consulting LLC, is the principal and founder of TIR Consulting, LLC. He is a nationally recognized leader in tax reporting education and consulting on specialized compliance issues. He has conducted on-site consultation for corporate clients from across the world and led countless seminars and webinars for Convey Compliance Systems, IAPP, Balance Consulting, The Accounts Payable Network, Accounts Payable Now and Tomorrow, Progressive Business Conferences, The Center For Competitive Management, and more.
He is also a published author, with numerous articles published on tax and financial law, and he has authored and published a series of tax guides on topics such as: W-9/1099 & W-8/1042-S compliance and reporting, payment cards, U.S. State & Local Reporting, worker compensation issues, international tax compliance, and more.