March 17th, 2022 | 8:00am PT
Over the past 2 years, we have seen the resurgence of the CFO – breaking out of the compliance box and returning to their role as an essential, strategic leader of the organization. More than ever, the Office of Finance has become responsible for providing real-time business-critical insights to drive confident decision making.
March 17th, 2022 | 11:00am PT
Spreadsheets have been the backbone of finance and accounting for decades, even though technology has changed dramatically along the way. But now, the role of accountants in the organization has transitioned from “bean counters” and budget planners to more future-oriented, strategic partners. Outdated tools such as spreadsheets, and the manual processes they promote, must evolve and give way to better tools if accountants are to keep pace with their ever-changing responsibilities.
March 16th, 2022 | 8:00am PT
As companies look to scale and grow their business organically or through an M&A strategy, new people, processes, and increased reconciliation volume can significantly burden your F&A organization. As a result, many organizations are turning to financial close automation to reduce those tedious manual processes and improve their financial data’s overall visibility and accuracy.
Does your institution make payments through Accounts Payable to students, instructors, researchers and academic visitors? Internal procedures might identify a payment as a stipend or honorarium, fellowship, grant or scholarship – but what these have in common in tax compliance is a set of specific regulatory requirements which will determine whether payments are subject to tax withholding and the filing of a Form 1099 or 1042-S to the IRS.
Payments for software, digital content and cloud transactions are among the most challenging types of payments to correctly analyze for IRS Form 1099 or 1042-S reporting compliance. Should a payment be characterized as a royalty, a rental, a goods purchase or a service? How are these types of income to be “sourced” either within or outside of the United States? This presentation will bring you up to date with the most recent official IRS guidance and instructions.
It’s B-Notice season! The 2022 edition of this essential compliance training webinar provides updates on currently active IRS enforcement campaigns and current IRS administrative procedures for the B Notice and information return penalty programs. The basic procedures required by Regulations and Revenue Procedures will be explained for the stages of compliance.
This tax compliance program will help you identify whether a foreign vendor or other foreign payee is entitled to claim a reduced rate of U.S. federal income tax withholding on certain payments under benefit of an income tax treaty between the United States and the foreign jurisdiction where the individual or entity claims tax residency.
Does your organization make payments to foreign vendors? The Form 1042-S tax reporting and tax withholding rules are extremely complex and failure to withhold from payments when required results in the required amount becoming a tax liability of the payer. This program will address the essential regulatory requirements for U.S. federal income tax withholding and Form 1042-S filing, plus a review of the new versions of IRS forms used by foreign vendors to certify their status.
