The IRS has released the New 2014 Form W-8IMY. With this new form the IRS has now released the first new Final Forms W-8BEN, W-8ECI, W-8EXP, W-8IMY since 2006 as well as the brand new Form W-8BEN-E.

As such we request that you join us on for our Thursday June 5, 2014 webinar and discover proven methods for more efficiently meeting your new Form W-8/1042-S related compliance requirements. This webcast will provide Accounts Payable and Tax professionals with plain English tips and guidance for more efficiently documenting and validating your Form W-8/1042-S related payees and payments - including providing a full breakdown of all of these new Forms.

This webinar is directed at providing entry-level and intermediate-level training. No prequisites are required. Our instructors are well versed in providing plain English instructions for understanding otherwise highly technical and complex tax topics such as June's upcoming offering:

Title

W-8/1042-S/FATCA Reporting & Compliance Changes Review

Continuing Professional Education Credits Available

1.5 CPE's

Date/Time

Thursday June 5, 2014 from 1:00-2:30pm EST (Noon CT, 11am MT, 10am PT)

Course Level

Basic/Intermediate

Prerequisites

None

Description

Form W-8/1042-S compliance and reporting has become ever more complex, and this year has been no different. The cost to your organization can be significant if it is not up to date on the latest changes in Federal law. This webcast will provide you with: plain English explanations of: the new FATCA rules for the non-financial US organization going into effect on July 1st, identification of changes to W-8/1042-S related forms including this March and April's brand new Final Forms W-8BEN, W-8BEN-E, W-8ECI,W-8EXP, and W-8IMY - our expert will highlight your documentation and validation challenges in a common sense and easy to follow manner!

Learning Objectives

Identify and apply new federal tax rules to your organization including:

• Learn about changes in IRS regulations which impact your Form W-8/1042-S federal tax compliance for 2014.
• Recognize how FATCA impacts the U.S. non-financial organization. Learn the new documentation, validation, reporting, and withholding requirements under the FATCA final rules; learn what third party or inter-organization payments require your attention, get tips and guidance on defining new policies and procedures, and learn what your organization should be doing to get ready for July 1st and the first day of this compliance regime.
• Identify the key changes in W-8/1042-S forms and instructions for 2014, and learn how to incorporate these into your systems and procedures. As part of this process webinar attendees will learn the step by step data collection and validation issues posed by the new Final Forms W-8 released in recent months and more..

Presenter

Steven Mercatante Esq.