Call us at +1-661-336-9555

cart

This essential webinar offers an exhaustive exploration of Form W-9 compliance, covering every angle from TIN verification to handling B Notices and avoiding the significant financial repercussions of backup withholding penalties. Participants will gain an understanding of the critical processes and best practices that ensure seamless IRS compliance.


  • Demystify the requirements and purpose of Form W-9.
  • Master the TIN verification process through practical examples.
  • Strategically handle B Notices to prevent IRS penalties.
  • Learn and apply advanced strategies to avoid backup withholding.
  • Engage in real-time problem-solving scenarios.
  • Update your compliance practices with the latest IRS guidelines.

  • Comprehensive guidelines on managing Form W-9.
  • Detailed TIN verification procedures.
  • Proactive approaches to B Notice responses.
  • Avoiding common errors that lead to backup withholding penalties.
  • Legal implications and updates in IRS compliance regulations.
  • Interactive workshops on troubleshooting W-9 issues.

Mistakes in handling Form W-9 can lead to severe penalties and disrupt business operations. This webinar is meticulously crafted to provide financial officers, accountants, tax professionals, and compliance officers with advanced knowledge and practical skills to manage and verify W-9 forms effectively. Through expert-led presentations and interactive sessions, attendees will learn to navigate these challenges with confidence.

  • CFOs and Finance Executives
  • Tax Compliance and Risk Management Professionals
  • Accountants and Auditors
  • Compliance and Regulatory Affairs Professionals

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.

With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with confidence.

Nancy holds an MBA in Accounting and is currently completing her Ph.D. in Applied Management and Decision Sciences at Walden University. She is a recognized expert in financial risk assessment, tax strategy, and forensic accounting, equipping professionals with the knowledge to tackle today’s evolving compliance challenges.

A dynamic speaker and educator, Nancy is known for her engaging and practical approach to training. She delivers high-impact programs that translate technical finance and compliance concepts into real-world applications, empowering professionals to sharpen their financial acumen, minimize risks, and drive organizational success.

View all trainings by this speaker
 
Live Webinar

Live + Recorded Session

Get unlimited access to the link for six months for one participant, from the date of webinar completion.

$249

Live + Transcript

Get to attend the LIVE Session and also receive a PDF copy of the Transcript only after the completion of the LIVE webinar.

$229

Live + USB

Free shipment within 15 Working Days from the date of webinar completion.*

$399

On Demand

Transcript

PDF Transcript of the Training which are available once the webinar is completed.(Transcript for single user only)

$149

Downloadable Recorded Session

Get unlimited access to the link for six months.

$219

USB

Free shipment within 15 Working Days, from the date of webinar completion.*

$299

Group Session

Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

$599

 

Upcoming Webinars