2018 IRS Matching: SSN, EINs & ITINs Webinar Recording

Member Fee:  $165
Non-Member Fee:  $265

Speaker: Debbie Crawford, gettechnical, Inc.

When your account holder’s name does not match for IRS purposes, you are sent a CP2100 and your financial institution has to begin the B notice process and often times backup withholding on your customer. This is time consuming and expensive. How about we set up accounts right from the start? Learn how the IRS sets up name control files and how we can avoid the list, the penalties, and, the backup withholding process by getting these accounts right. This program will review reasons why your customer’s name may not match and how to avoid costly penalties and lots of back of the house work.
10/29/2018 - 10/29/2019
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