If your organization files 1099s and W-2s, the risk isn’t just “getting it wrong.” It’s penalties, interest, rework, vendor disruption, and the scramble of last-minute corrections—all during your busiest season. And the rules keep moving. Between ongoing Form 1099 revisions, 2025 reporting updates, and the July 2025 tax bill (OBBBA) changes affecting information reporting, it’s more important than ever to ensure your payee intake, documentation, and year-end processes can hold up under scrutiny.

This plain-English, practical webinar is designed for CPAs, Accounts Payable, Payroll, and Tax teams who want to reduce filing mistakes before they happen—especially in the hardest real-world situations (misclassified vendors, missing TINs, backup withholding exposure, payments that don’t fit neatly into a box, and inconsistent internal processes).

Led by corporate tax attorney Steven Mercatante, you’ll walk through what the July 2025 changes mean for 1099/W-2 reporting, what’s already effective vs. what’s still unfolding through guidance, and how to update your internal policies now—so filing season doesn’t become damage control.

Topics Covered

You’ll get clear guidance on:

• What the July 2025 tax bill changes mean for 1099/W-2 reporting and compliance planning
• Key 2025 updates impacting Forms 1099—and what you need to do to stay compliant
• What to do now vs. what to monitor as additional guidance and rulemaking continues
• Best-practice policies and procedures to reduce errors, corrections, and exposure
• Documentation steps that improve payee validation and reduce downstream reporting problems

Your Benefits for Attending

By the end of the session, you’ll be able to:

• Respond confidently to July 2025 reporting changes—without overreacting or missing required updates
• Understand how key reporting thresholds and requirements are shifting (including major updates tied to Form 1099-K and related guidance)
• Identify the 1099 process changes you should implement before the next filing season
• Strengthen in-year 1099/W-2 compliance policies (not just year-end reporting)
• Reduce penalties and rework by improving payee setup, documentation, and exception handling

Who Should Attend

• CPAs and tax professionals
• Accounts payable teams
• Payroll departments
• Compliance and reporting teams responsible for IRS information reporting and year-end filings