Birmingham:

Compliance Update: June 8, 2010
Identifying and Documenting a Payee Workshop: June 11, 2010
B-Notice and Penalty Notice Workshop: June 11, 2010
Advanced Information Reporting Compliance: June 9-10, 2010
1099 Year-End Reporting: December 8, 2010
1042 Year-End Reporting: December 9, 2010

Arkansas

Little Rock:

1099 Year-End Reporting: December 17, 2010

Arizona

Phoenix:

1099 Essentials: July 19, 2010
Compliance Update: July 20, 2010
Identifying and Documenting a Payee Workshop: July 21, 2010
B-Notice and Penalty Notice Workshop: July 21, 2010
Advanced Information Reporting Compliance: July 22-23, 2010
1099 Year-End Reporting: October 27, 2010
1042 Year-End Reporting: October 28, 2010
Wage and Hour Law: September 8, 2010
Payroll Taxes: September 9, 2010
Garnishments: September 10, 2010

California

Anaheim:

Human Resources 101: September 13, 2010
Wage and Hour Law: September 14, 2010
Payroll Taxes September 15, 2010
Garnishments: September 16, 2010
Trial CPC Exam: September 17, 2010

Bakersfield:

Compliance Update: April 20, 2010
1099 Year-End Reporting: November 9, 2010

Los Angeles:

1099 Essentials: July 19, 2010
Compliance Update: July 20, 2010
Identifying and Documenting a Payee Workshop: July 21, 2010
B-Notice and Penalty Notice Workshop: July 21, 2010
Advanced Information Reporting Compliance: July 22-23, 2010
1099 Year-End Reporting: October 14, 2010
1042 Year-End Reporting: October 15, 2010

Oakland:

1099 Year-End Reporting: October 25, 2010

Ontario:

1099 Year-End Reporting: October 26, 2010

Orange County:

1099 Essentials: April 28, 2010
Compliance Update: April 29, 2010
Identifying and Documenting a Payee Workshop: April 23, 2010
B-Notice and Penalty Notice Workshop: April 23, 2010
1099 Year-End Reporting: November 10, 2010

Sacramento:

Compliance Update: April 19, 2010
1099 Year-End Reporting: November 8, 2010

San Diego:

Compliance Update: June 8, 2010
Identifying and Documenting a Payee Workshop: June 9, 2010
B-Notice and Penalty Notice Workshop: June 9, 2010
Advanced Information Reporting Compliance: June 10-11, 2010
1099 Year-End Reporting: November 11, 2010
1042 Year-End Reporting: November 12, 2010

San Jose:

Compliance Update: April 26, 2010
Identifying and Documenting a Payee Workshop: April 27, 2010
B-Notice and Penalty Notice Workshop: April 27, 2010
1099 Year-End Reporting: October 12, 2010
1042 Year-End Reporting: October 13, 2010

Colorado

Denver:

Compliance Update: April 26, 2010
Identifying and Documenting a Payee Workshop: April 27, 2010
B-Notice and Penalty Notice Workshop: April 27, 2010
1099 Year-End Reporting: November 17, 2010
1042 Year-End Reporting: November 18, 2010

Connecticut

Hartford:

1099 Year-End Reporting: October 14, 2010

District of Columbia

Washington, DC:

Compliance Update: June 22, 2010
1099 Year-End Reporting: October 22, 2010

Florida

Miami:

Compliance Update July 13, 2010
1099 Year-End Reporting: October 19, 2010

Orlando:

Compliance Update: July 14, 2010
Advanced Information Reporting Compliance: July 15-16, 2010
1099 Year-End Reporting: December 6, 2010
1042 Year-End Reporting: December 7, 2010

Tampa:

1099 Year-End Reporting: October 20, 2010

Georgia

Atlanta:

Compliance Update: May 18, 2010
Identifying and Documenting a Payee Workshop: May 19, 2010
B-Notice and Penalty Notice Workshop: May 19, 2010
Advanced Information Reporting Compliance: May 20-21, 2010
1099 Year-End Reporting: October 21, 2010
1042 Year-End Reporting: October 22, 2010
Wage and Hour Law: May 4, 2010

Iowa

Des Moines:

1099 Year-End Reporting: October 20, 2010

Idaho

Boise:

1099 Year-End Reporting: November 12, 2010

Illinois

Chicago:

1099 Essentials: May 10, 2010
Compliance Update: May 11, 2010
Identifying and Documenting a Payee Workshop: May 12, 2010
B-Notice and Penalty Notice Workshop: May 12, 2010
Advanced Information Reporting Compliance: May 13-14, 2010
1099 Year-End Reporting: November 11, 2010
1042 Year-End Reporting: November 12, 2010
Human Resources 101: August 9, 2010
Wage and Hour Law: August 10, 2010
Payroll Taxes: August 11, 2010
Garnishments: August 12, 2010
Trial CPP Exam: August 13, 2010

Indiana

Indianapolis:

Compliance Update: July 28, 2009
Advanced Information Reporting Compliance: July 29-30, 2010
1099 Year-End Reporting: October 26, 2010
1042 Year-End Reporting: October 27, 2010

Kentucky

Louisville:

Compliance Update: June 16, 2010
1099 Year-End Reporting: December 15, 2010

Louisiana

New Orleans:

1099 Year-End Reporting: October 18, 2010

Massachusetts

Boston:

Compliance Update: June 14, 2010
1099 Year-End Reporting: November 15, 2010
1042 Year-End Reporting: November 16, 2010

Maryland

Baltimore:

1099 Essentials: May 17, 2010
Compliance Update: May 18, 2010
1099 Year-End Reporting December 13, 2010
1042 Year-End Reporting: December 14, 2010

Michigan

Detroit:

Compliance Update: July 27, 2010
1099 Year-End Reporting: October 25, 2010

Minnesota

Minneapolis:

1099 Essentials: June 21, 2010
Compliance Update: June 22, 2010
Identifying and Documenting a Payee Workshop: June 23, 2010
B-Notice and Penalty Notice Workshop: June 23, 2010
Advanced Information Reporting Compliance: June 24-25, 2010
1099 Year-End Reporting: October 18, 2010
1042 Year-End Reporting: October 19, 2010

Missouri

Kansas City:

1099 Essentials: May 24, 2010
Compliance Update: May 25, 2010
Identifying and Documenting a Payee Workshop: May 26, 2010
B-Notice and Penalty Notice Workshop: May 26, 2010
Advanced Information Reporting Compliance: May 27-28, 2010
1099 Year-End Reporting: October 21, 2010
1042 Year-End Reporting: October 22, 2010

North Carolina

Charlotte:

Compliance Update: April 19, 2010
Advanced Information Reporting Compliance: April 20-21, 2010
1099 Year-End Reporting: October 26, 2010
1042 Year-End Reporting: October 27, 2010

Nebraska

Omaha:

1099 Year-End Reporting: November 19, 2010

New Hampshire

Manchester:

1099 Year-End Reporting: October 12, 2010

New Jersey

Newark:

Compliance Update: June 21, 2010
1099 Year-End Reporting: October 15, 2010

New Mexico

Albuquerque:

1099 Year-End Reporting: December 6, 2010

Nevada

Las Vegas:

1099 Year-End Reporting: November 15, 2010

New York

Buffalo:

1099 Year-End Reporting: August 20, 2010

Manhattan: *

1099 Essentials: April 12, 2010
Compliance Update: April 13, 2010
Identifying and Documenting a Payee Workshop: April 14, 2010
B-Notice and Penalty Notice Workshop: April 14, 2010
Advanced Information Reporting Compliance: April 15-16, 2010
1099 Year-End Reporting October 19, 2010
1042 Year-End Reporting: October 20, 2010

Rochester:

1099 Year-End Reporting: October 18, 2010

Ohio

Cincinnati:

Compliance Update: July 16, 2010
1099 Year-End Reporting: November 19, 2010

Cleveland:

1099 Essentials: July 12, 2010
Compliance Update: July 13, 2010
Advanced Information Reporting Compliance: July 14-15, 2010
1099 Year-End Reporting: November 18, 2010

Oklahoma

Oklahoma City:

Compliance Update: July 30, 2010
1099 Year-End Reporting: December 10, 2010

Oregon

Portland:

Compliance Update: April 28, 2010
Advanced Information Reporting Compliance: April 29-30, 2010
1099 Year-End Reporting: November 11, 2010

Pennsylvania

Philadelphia:

Compliance Update: June 22, 2010
Identifying and Documenting a Payee Workshop: May 19, 2010
B-Notice and Penalty Notice Workshop: May 19, 2010
Advanced Information Reporting Compliance: June 23-24, 2010
1099 Year-End Reporting: November 17, 2010
Human Resources 101: September 27, 2010
Wage and Hour Law: September 28, 2010
Payroll Taxes: September 29, 2010
Garnishments: September 30, 2010

Pittsburgh:

Compliance Update: June 25, 2010
1099 Year-End Reporting: October 21, 2010

Rhode Island

Providence:

1099 Year-End Reporting: October 13, 2010

South Carolina

Charleston:

1099 Year-End Reporting: October 28, 2010

Tennessee

Memphis:

Compliance Update: June 18, 2010
1099 Year-End Reporting: December 16, 2010

Nashville:

Compliance Update: June 17, 2010
1099 Year-End Reporting: December 10, 2010

Texas

Austin:

1099 Year-End Reporting: December 7, 2010

Dallas:

1099 Essentials: June 15, 2010
Compliance Update: June 16, 2010
Identifying and Documenting a Payee Workshop: June 17, 2010
B-Notice and Penalty Notice Workshop: June 17, 2010
1099 Year-End Reporting: December 8, 2010
1042 Year-End Reporting: December 9, 2010

Houston:

Compliance Update: April 13, 2010
Identifying and Documenting a Payee Workshop: April 14, 2010
B-Notice and Penalty Notice Workshop: April 14, 2010
Advanced Information Reporting Compliance: April 15-16, 2010
1099 Year-End Reporting: October 14, 2010
1042 Year-End Reporting: October 15, 2010

San Antonio:

1099 Essentials: July 26, 2010
Compliance Update: July 27, 2010
Advanced Information Reporting Compliance: July 28-29, 2010
1099 Year-End Reporting: October 12, 2010
1042 Year-End Reporting: October 13, 2010

Utah

Salt Lake City:

1099 Year-End Reporting: November 16, 2010

Virginia

Richmond:

1099 Year-End Reporting: October 25, 2010

Washington

Seattle:

Compliance Update: May 12, 2010
Advanced Information Reporting Compliance: May 13-14, 2010
1099 Year-End Reporting: November 9, 2010
1042 Year-End Reporting: November 10, 2010

Spokane:

1099 Year-End Reporting: November 8, 2010

Wisconsin

Madison:

Milwaukee:

Compliance Update: July 26, 2010
1099 Year-End Reporting: November 10, 2010

*crossed out dates indicate cancelled due to lack of registration

Registration Fee: $89.00

I am going to the National IOMA conference in New York City Thursday and Friday.  They have asked me to be a guest speaker.  The IRS will also be there with updates on what to expect for the coming year.  I will be sharing their information over the next few weeks with you.

Registration Fee: $89.00

Schedule:
April 8 from 2pm-3pm CST
Length: 60 Minutes.
Level: Basic
Prerequisite: None.
Credits: 1 CPE Credits.
.
Register and Pay Online:

When will I receive log-on information?

Under FACTA withholding agents would be required to withhold 30% on any “withholdable” payment made to o Foreign Financial Institution that fails to satisfy specified requirements- Find out what the requirements are and how they may affect your transactions.

Registration Fee: $89.00

Schedule:
March 17th from 10am-11am CST
Length: 60 Minutes.
Level: Basic
Prerequisite: None.
Credits: 1 CPE Credits.
.
Register and Pay Online:

Webinar on Demand

When will I receive log-on information?

Settlements are only reportable if they are deemed taxable.  Generally punitive damages are considered taxable.  Damages that are not considered taxable include:

a.  Personal , physical injury or sickness

b.  Medical expense reimbursements

c.  Not fixed and determinable, such as property damages

Remember, if the check is made to the attorney and the claimant, you must find out if the settlement is taxable and report to both the attorney and the claimant.

For more information see IRS pub. 4345 (you will love this one because it is real short)!!!

Looking forward to seeing everyone in our SPRING COMPLIANCE seminars.

Our seminars and webinars are designed with real-life examples that are relevant to your organization. We translate regulatory language into plain English to help seminar attendees make sense of a complicated subject. We offer a number of other services as well, from custom in-house seminars, compliance assessments, policy and procedure development, advisory services, and specialized publications.

Seminars

1099 Essentials

2010 Compliance Update

B-Notice and Penalty Notice Workshop

Identifying and Documenting A Payee Workshop

Advanced Information Reporting Compliance

1099 Year-End Reporting

Online Classes

1099 Essentials

2010 Compliance Update

B-Notice and Penalty Notice Workshop

Identifying and Documenting A Payee Workshop

Advanced Information Reporting Compliance

1099 Year-End Reporting

Webinars

1099 Update

1099 Basics

1099 Reporting for State and Local Jurisdictions

Independent Contractors

Documenting a Vendor/W9

PCard and Credit Card Reporting

IRS TIN Matching Program

Reporting Fringe Benefits

Backup Withholding

Reporting of Attorney Payments

E-Filing: IRS Electronic Filing using the F.I.R.E. System

Preparing for Year-end

Responding to IRS B-Notices

972-CG Penalty Notices

Middleman, Agents Reporting

Electronic W8 and W9

Electronic Payee Statements

State New Hire Independent Reporting

1099 Reporting for the Construction Industry

1099 Reporting for the Small Business Owner

Information Reporting for Higher Education

1099R and 5498

W2-G

1099DIV, INT

Third Party Information Reporting and the Advanced Filer

409A Update

Year-end Checklist for State Reporting

Our webinars are available on Demand.

Individual & Corporate Tax Division

Withholding Tax Section

P.O. Box 327480

Montgomery, AL 36132-7480

(334)242-1170

http://www.ador.state.al.us/

Alaska Department of Revenue

Anchorage Office

550 W 7th Ste 500

Anchorage AK 99501-3555

(907)269-6620

Jeneau Office

333 W Willoughby Ave 11 FL Side B

PO Box 110420

Juneau AK 99811-0420

(907)465-2375

www.tax.alaska.gov

Arizona Department of Revenue

Taxpayer Information and Assistance

1600 W. Monroe St.

Phoenix, AZ 85007-2650

(602)255-2060

http://www.azdor.gov/

Arkansas Department of Finance

& Administration

Withholding Tax Branch

P.O. Box 8055

Little Rock, AR 72203-8055

(501)682-7290

http://www.state.ar.us/dfa/dfa_taxes.html

California Franchise Tax Board

P.O. Box 942840

Sacramento, CA 94240-6090

(916)845-6304

(800)852-5711

http://www.ftb.ca.gov/

Colorado Department of Revenue

Taxpayer Service Division

1375 Sherman St.

Denver, CO 80261-0009

(303)238-7378

http://www.colorado.gov/cs/Satellite/Revenue/REVX/1176842266433

Connecticut Department of Revenue

Services

Taxpayer Services Division

25 Sigourney Street

Hartford, CT 06106-5032

(860)297-5962

http://www.ct.gov/drs/site/default.asp

Delaware Department of Finance

Carvel State Office Building

820 N. French Street

Wilmington, DE 19801-3509

(302)577-8205

http://revenue.delaware.gov/

Florida Department of Revenue

Taxpayer Service

1379 Blountstown Hwy.

Tallahassee, FL 32304-2716

(850)488-6800

http://dor.myflorida.com/dor/

Government of the District of Columbia

Office of Tax and Revenue

941 N. Capitol St. NE, 1st Floor

Washington, D.C. 20002

(202)727-4829

http://otr.cfo.dc.gov/otr/site/default.asp

Georgia Department of Revenue

Tax Payer Services Division

1800 Century Center Blvd., N.E.

Atlanta, GA 30345-3205

(404)417-2311 or 4477

https://etax.dor.ga.gov/

Hawaii Taxpayer Services Branch

P.O. Box 259

Honolulu, HI 96809-0259

(808)587-4242

http://www.state.hi.us/tax/tax.html

Idaho State Tax Commission

800 Park Blvd., Plaza IV

Boise, ID 83712-7743

(208)334-7660

http://tax.idaho.gov/

Illinois Department of Revenue

Withholding Division

101 W. Jefferson Street

Springfield, IL 62702

(217)782-3336

(217)524-4772 Business Hot Line

http://www.revenue.state.il.us/

Indiana Department of Revenue

100 N. Senate Avenue, Room N203

Indianapolis, IN 46204-2253

(317)233-4016

http://www.in.gov/dor/index.htm

Iowa Department of Revenue and Finance

Taxpayer Services

P.O. Box 10457

Des Moines, IA 50306-0457

(515)281-3114

http://www.iowa.gov/tax/

Kansas Department of Revenue

Docking State Office Building

915 SW Harrison St., 1st Floor

Topeka, KS 66625-2007

(785)368-8222

http://www.ksrevenue.org/

Kentucky Department of Revenue

Withholding Tax Branch

P.O. Box 181, Station 57

Frankfort, KY 40602-0181

(502)564-7287

http://revenue.ky.gov/wht/

Louisiana Department of Revenue

P.O. Box 201

Baton Rouge, LA 70821-0201

(225)219-2448

http://www.rev.state.la.us/

Maine Revenue Services

P.O. Box 1061

Augusta, ME 04332-1061

(207)626-8475

http://www.maine.gov/revenue/

Maryland Comptroller of the Treasury

Revenue Administration Division

110 Carroll Street

Annapolis, MD 21411-0001

(800)492-1751

http://www.comp.state.md.us/taxes.asp

Massachusetts Department of Revenue

Taxpayer Service Division

P.O. Box 7010

Boston, MA 02204

(617)887-6367

http://www.mass.gov/?pageID=dorhomepage&L=1&L0=Home&sid=Ador

Michigan Department of Treasury

Sales, Use and Withholding Taxes

Division

Lansing, MI 48922

(517)636-4730

http://www.michigan.gov/taxes

Minnesota Department of Revenue

Income Tax Division

Mail Station 6501

600 North Robert St.

St. Paul, MN 55146-6501

(651)282-9999

http://www.taxes.state.mn.us/

Mississippi State Tax Commission

Withholding Tax Division

P.O. Box 1033

Jackson, MS 39215-1033

(601)923-7088

http://www.mstc.state.ms.us/

Missouri Department of Revenue

Taxation Bureau

P.O. Box 3375

Jefferson City, MO 65105-3375

(573)751-7200

http://dor.mo.gov/tax/

Montana Department of Revenue

P.O. Box 5805

Helena, MT 59604-5805

(406)444-6900

http://mt.gov/revenue/

Nebraska Department of Revenue

301 Centennial Mall South

P.O. Box 94818

Lincoln, NE 68509-4818

(800)742-7474

http://www.revenue.state.ne.us/

Nevada Department of Taxation

1550 E. College Parkway, Ste. 115

Carson City, NV 89706

(775)684-2000

http://tax.state.nv.us/

New Hampshire Department of Revenue

45 Chenell Dr.

Concord, NH 03301

(603)271-2191

http://www.nh.gov/revenue/

New Jersey Division of Taxation
Office of Information and Publications Branch
P.O. Box 281
Trenton, NJ 08695-0281
(609)292-6400
http://www.state.nj.us/treasury/taxation/

New Mexico Department of Taxation and Revenue
1100 S. St. Francis
P.O. Box 630
Sante Fe, NM 87504-0630
(505)827-0700
http://www.tax.state.nm.us/

New York State Tax Department

Taxpayer Contact Center

W.A. Harriman Campus

Albany, NY 12227

(877)698-2910

http://www.tax.state.ny.us/

North Carolina Department of Revenue

Taxpayer Assistance-Withholding Branch

P.O. Box 25000

Raleigh, NC 27640-0640

(877)252-3052

http://www.dornc.com/

North Dakota

Office of State Tax Commissioner

State Capitol

600 East Boulevard Ave., Dept. 127

Bismarck, ND 58505-0599

(701)328-2770

http://www.nd.gov/tax/

Ohio Department of Taxation

Income & School District Tax Division

P.O. Box 182847

Columbus, OH 43218-2847

(888)405-4039

http://www.tax.ohio.gov/

Oklahoma Tax Commission

P.O. Box 26860

Oklahoma City, OK 73126-0860

(405)521-3160

http://www.oktax.state.ok.us/

Oregon Department of Revenue

955 Center Street, NE

Salem, OR 97301-2555

(503)378-4988

http://www.oregon.gov/DOR/

Pennsylvania Department of Revenue

Bureau of Business Trust Fund Taxes

P.O. Box 280904

Harrisburg, PA 17128-0904

(717)787-1064

http://www.revenue.state.pa.us/portal/server.pt/community/revenue_home/10648

Rhode Island Division of Taxation

Department of Administration

One Capitol Hill

Providence, RI 02908

(401)222-1040

http://www.tax.state.ri.us/

South Carolina Department of Revenue

301 Gervais Street

P.O. Box 125

Columbia, SC 29214

(803)898-5752

http://www.sctax.org/default.htm

South Dakota Department of Revenue

445 East Capitol Ave.

Pierre, SD 57501-3185

(800)829-9188

http://www.state.sd.us/drr2/

Tennessee Department of Revenue

Taxpayer Services

500 Deaderick St.

Nashville, TN 37242

(615)253-0600

http://www.state.tn.us/revenue/

Texas State Comptroller of Public

Accounts

P.O. Box 13528

Capitol Station

Austin, TX 78711-3528

(877)662-8375

http://www.window.state.tx.us/taxes/

Utah State Tax Commission

210 North 1950 West

Salt Lake City, UT 84134

(801)297-2200

http://tax.utah.gov/

Vermont Department of Taxes

133 State Street

Montpelier, VT 05633-1401

(802)828-2551

http://www.state.vt.us/tax/index.shtml

Virginia Department of Taxation

Office of Customer Services

P.O. Box 1115

Richmond, VA 23218-1115

(804)367-8037

http://www.tax.virginia.gov/

Washington Department of Revenue
Taxpayer Services Division
P.O. Box 47478
Olympia, WA 98504-7478
(800)647-7706
http://dor.wa.gov/Content/Home/Default.aspx

West Virginia Department of Tax and Revenue

Taxpayer Services Division

P.O. Box 3784

Charleston, WV 25337-3784

(800)982-8297

http://www.wvtax.gov/

Wisconsin Department of Revenue
Division of Income, Sales and Excise Tax
2135 Rimrock Rd.
Madison, WI 53713
(608)261-6261
http://www.dor.state.wi.us/

Wyoming State Tax Commission
Department of Revenue
Herschler Building, 2nd Fl. West
Cheyenne, WY 82002-0110
(307)777-7961
http://revenue.state.wy.us/

Information reporting is required by entities who; in the course of business make certain types of payments. These payments include income earned by independent contractors. U.S. tax law requires businesses to submit a Form 1099 for every contractor paid at least $600 for services during a year. Other fees, commissions, rents, royalties, prizes, awards and legal services are generally reported on a 1099-MISC. Other types of payments must be reported on forms specific to that type of payment.

Examples include:
1099A Acquisition/Abandonment of Property
1099-B Proceeds from Broker or Barter Exchange Transactions
1099-C Cancellation of Debt
1099-CAP Changes in Corporate Control and Capital Structure
1099-DIV Dividends and Distributions
1099-G Government Payments
1099-H Health Insurance Advance Payments
1099-INT Interest Payments
1099-LTC Long Term Care Benefits
1099-MISC Miscellaneous Income
1099-OID Original Issue Discount
1099-PATR Taxable Distributions Received From Cooperatives
1099-Q Payment from Qualified Education Programs
1099-R Distributions from Pensions, Annuities, Retirement Plans, IRA’s, or Insurance Contracts
1099-S Proceeds from Real Estate Transactions
1099-SA Distributions from an HAS, Archer MSA, or Medicare Advantage MSA
1042-S Foreign Person’s U.S. Source Income