Form 1099 and W-2 reporting has never been static—but the pace of change over the last year has made compliance significantly more challenging.

Between ongoing Form 1099 revisions, multiple 2025 rule updates, and the July 2025 tax bill, organizations now face heightened risk of filing errors, penalties, interest, and costly post-filing corrections. For many teams, the biggest challenge isn’t effort—it’s keeping up with what has changed, what applies now, and what processes must be updated before filing season begins.

This live, 2-hour webinar is designed to cut through the noise.

In plain English, corporate tax attorney Steven Mercatante will walk CPAs, Accounts Payable, Payroll, and Tax professionals through the most important Form 1099 and W-2 compliance changes tied to the July 2025 tax bill—along with the practical reporting and documentation implications that follow.

Whether you are new to information reporting or looking to validate and update existing processes, this session will help you reduce errors, strengthen internal controls, and approach the next filing season with confidence.

What This Session Covers

During this in-depth training, you’ll gain clarity on:

• How the July 2025 tax bill impacts Form 1099 and W-2 compliance and reporting
• Key changes made in 2025 to Forms 1099—and what is required to stay compliant
• What actions to take now versus what to monitor as additional guidance develops
• Best-practice policies and procedures to reduce reporting risk
• New documentation and validation steps required for defensible 1099 reporting
• What to expect next in the rule-making and guidance process

Your Benefits for Attending

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

• Respond appropriately to the 1099/W-2 changes introduced by the July 2025 tax bill
• Understand 2025 updates to Forms 1099-NEC, 1099-MISC, 1099-R, 1099-INT, 1099-K, 1099-DIV, 1099-C, 1099-S, and Form 945
• Identify which reporting changes must be addressed before the next filing season
• Recognize where further IRS guidance may still impact your reporting obligations
• Update in-year Form 1099/W-2 compliance policies—not just year-end reporting
• Reduce penalties, corrections, and rework through better upfront processes

This session equips you with practical tools and actionable guidance to protect your organization from compliance exposure while simplifying information reporting across departments.

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