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1099 Planning for the 2024 Filing Season

1099 PLANNING FOR THE 2024 FILING SEASON

CPE Processing Fee$60.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax Update)
CE Credits 2.0 hours
Course Id# - HURS9-U-01437-23-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJanuary 10, 2024
Date OfferedJanuary 16, 2024
Expiration DateJanuary 16, 2025
Course Description

The world of information reporting has expanded its requirements to give details of even more payments. Now is the time to learn those revised laws to avoid costly penalties for non-compliance. This webinar will show attendees how to recognize the correct purposes of the most common forms and issue them with confidence to comply with current IRS regulations to decrease the “Tax Gap.”

Topics for discussion:


  • Reportable payments on other specific 1099 forms

  • Revised electronic filing mandate

  • 2024 tax updates


Learning Objectives:


  • Recall revised 1099-K requirements

  • List common 1099 forms and requirements

  • Determine misclassification of independent contractors costs and remedies



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Not logged
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:08:12 minutes
QUESTION 2: 0:15:48 minutes
QUESTION 3: 0:30:00 minutes
QUESTION 4: 0:41:35 minutes
QUESTION 5: 1:35:06 minutes
QUESTION 6: 1:41:32 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Marcia L. Miller, MBA, EA

Financial Horizons, Inc
President & Owner

(954) 389-9510

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Marcia L. Miller, MBA, EA is President and Owner of Financial Horizons, Inc. 

Marcia’s experience spans over four decades of Accounting, Tax and Management Consulting for a practice with emphasis on representing Small Business Owners in all aspects of Taxes, Employment & Labor Issues, Pensions, Estate Planning as well as Federal, State (Nationwide) and Foreign mandatory reporting.

As an author, webinar expert, and live speaker for various national companies & accounting organizations at their annual conferences, she has shared her expertise on a multitude of current business taxation and accounting topics.

As a recognized Thought Leader and Speaker in the World of Information Reporting and commonly referred to as the "1099 Queen", Marcia was appointed to, and successfully completed a three-year term, as a Committee Member, to the Internal Revenue Service's Information Reporting Program Advisory Committee (IRPAC). 

She received both her MBA and BBA from the University of Miami School of Business.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Financial Horizons, Inc. is an expert tax and consulting practice based in Ponte Vedra, FL, assisting taxpayers with their individual & business tax preparation and planning requirements.