1099 Compliance Series: Worker Status, Documentation & Reporting
Summary
Join our comprehensive, three-part event to learn how to accurately classify your workers as employees or independent contractors, and to navigate the complex landscape of Form 1099 documentation and reporting.
In this 180-minute program, you will discover the information and tools you need to accurately determine worker status and master the payment processes associated with IRS Form 1099.
Key points we will cover include:
- Factors used to determine worker classification
- 1099 reporting requirements for timely & accurate filing
- Steps to ensure due diligence & compliance with Form W-9
- Keys to avoid penalty notices & increased costs for noncompliance
- And much more!
Program Highlights
Part 1: Determining Worker Status: Employee vs Independent Contractor
- Current ruling for determining worker classification
- Documentation required for independent contractors
- Steps to ensure due diligence & compliance
- How State & Federal Laws intersect
- 15-minute break with live Question & Answer session
Part 2: 1099 Documentation Requirements: Accurate Documents & Record-Keeping
- Requirements for collecting & maintaining documentation
- Role of Form W-9 & best practices for compliance
- Steps & tools to verify tax identification numbers
- Key parts of contracts & agreements with independent contractors
- 15-minute break with live Question & Answer session
Part 3: 1099 Reporting & Payment Requirements: Deadlines, Procedures & IRS Guidelines
- The latest Form 1099 reporting requirements
- Backup withholding: when and what to withhold
- What types of payments go into which boxes on 1099 forms
- Electronic filing: Online reporting trends and guidance
- 15-minute break with live Question & Answer session
About the Speaker
Tricia Richardson, CPP, CPP, SPHR, SHRM-SCP, has more than 25 years of experience in all aspects of workforce management (payroll processing, taxation, employee handbooks, human resources, benefits, etc.).
Tricia has a Bachelor of Science in Management Studies from the University of Maryland University College. She is a Certified Payroll Professional (CPP) through PayrollOrg (formerly the American Payroll Association), a Senior Professional in Human Resources (SPHR) through the HR Certification Institute, as well as a Society for Human Resource Management Senior Certified Professional (SHRM-SCP).
At PayrollOrg, Tricia is a Member of the National Speakers Bureau and a former Contributing Writer to Paytech Magazine, a regular periodical provided to over 30,000 Members.
For the Susquehanna Valley Chapter of the American Payroll Association, Tricia has taught for both the Payroll and Human Resource Certification Study Groups and has served as both the Vice President and President of the Chapter. She also served on the Program Committee of the Human Resource Professionals of Central PA and is the Treasurer of a York County Pennsylvania Non-Profit Association.
Program Benefits
This compliance-based program will provide you with practical tools and detailed guidance on 1099 documentation, reporting, and payment requirements, helping you avoid costly mistakes and legal pitfalls. You will also learn how to distinguish between employees and independent contractors, ensuring your organization stays compliant with IRS regulations.
If you'd like this program customized for your organization, call us at 1-800-964-6033.
We're certain we can fulfill your training needs, while making it fit in your budget!
SHRM Credits
Premier Learning Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
HRCI Credits
This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org
Purchase this On-Demand Workshop
1099 Compliance Series: Worker Status, Documentation & Reporting
$399 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$699 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
$899 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
Guaranteed to be Good
All training experiences include a 7-day 100% money-back guarantee.
Full-Team Pass
Simply share the invite link with your team so you can learn and grow together!
Yours Forever
The event recording and materials are yours to rewatch and share as you choose.
