Date: October 8th , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

Every business—regardless of its structure—is required by the IRS to issue timely and accurate information reporting forms for payments made throughout the year. As regulatory requirements evolve, staying compliant with Form 1099 reporting becomes increasingly complex, especially with the new changes brought by the One Big Beautiful Bill Act (OBBBA).

This in-depth webcast will guide attendees through the full 1099 compliance process, from gathering payee information to understanding when and how to file the appropriate forms. You’ll gain clarity on the use of various 1099 forms—commonly referred to as the “Alphabet Soup” of reporting—such as Forms 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, and more.

Special focus will be given to the revised Form W-9, common compliance pitfalls, and how to implement sound policies and procedures to avoid costly penalties. We’ll also address the anticipated changes to 1099 reporting under OBBBA, pending further guidance from the U.S. Treasury.

Topics Covered:

• The IRS’s 1099 reporting requirements for all business entities.
• The revised Form W-9 and best practices for collecting accurate payee data.
• Understanding the “Alphabet Soup” of 1099 forms and their specific uses.
• Common compliance mistakes and how to avoid them.
• Stages of the 1099 reporting process, from identification to issuance.
• IRS penalties and enforcement trends related to late or incorrect filings.
• Overview of how the One Big Beautiful Bill Act (OBBBA) may reshape future 1099 reporting requirements.

Learning Objectives

• Identify which 1099 forms apply to various types of payments.
• Understand proper procedures for collecting and verifying taxpayer information.
• Implement policies to ensure year-round 1099 compliance.
• Prepare for how OBBBA may impact information reporting going forward.
• Avoid common errors that trigger IRS penalties or audits.
• Stay ahead of evolving regulations and future Treasury guidance.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker 

Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc. Marcia’s experience spans over four decades of 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.

As an author, webinar expert, and live speaker for various national companies & accounting organizations at their annual conferences, she has shared her expertise on a multitude of current business taxation and accounting topics.

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, and successfully completed a three-year term, as a Committee Member, to the Internal Revenue Service’s Information Reporting Program Advisory Committee (IRPAC).