Making Payments to Non-US Persons: Keys to IRS Compliance

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This practical 60-minute webinar will provide you and your colleagues with the information you need to keep your organization in compliance with the IRS when making NRA vendor payments.

Please join us for our 60-minute conference on:

Making Payments to Non-US Persons: Keys to IRS Compliance
Tuesday, September 9, 2014- 1:00-2:00 p.m. ET
http://www.pbconference.com/3JJ/0/?C=2409&P=1070804&T=1&S=539&D=1


PROGRAM HIGHLIGHTS

Keys to Stay Compliant With Foreign Vendor Payments & FACTA Updates

• Documenting, reporting, and withholding on bundled payments
• Withholding payments to foreign persons IRC 1441
• How to fulfill reporting obligations via Form 1042, 1042-S
• Keys to keep up with the latest FACTA information reporting requirements

What Information Do You Need to Withhold and Report Correctly?

• Who is a beneficial owner and when can they claim reduced withholding?
• How to handle extension requirements for 1042-S
• Correctly using the Forms W-8: W-8BEN, W8-ECI vs. Form 8233
• When does a tax liability occur and when to use Forms 8809 and 7004?

Best Practices to Record & Maintain International Vendor Documentation

• Working with the new Form W-8BEN-E
• Ways to establish all foreign vendors as soon as they become payees
• Additional documentation issues of Foreign Status and Treaty Claims

Live Q&A - Have your questions answered on the spot!

SPEAKER

Jill Dymtrow joined CTI as a founding member in April 2007. Her extensive experience guiding US Withholding Agents and Qualified Intermediaries through the highly technical and complex compliance
issues involving Section 1441 and 3406 remains unique in the industry today.

• Ms. Dymtrow specializes in information reporting, documentation, withholding and general implementation of compliance in these areas.
• Prior to joining the CTI, Jill specialized in information reporting and withholding as a Tax Manager at PricewaterhouseCoopers. In 2001, Jill began her 1441/3406 work with Qualified Intermediaries
  in preparation for the first QI Audit cycle. Starting in 2003, Jill began working with US Withholding Agents on Section 1441/3406 compliance matters similar to those affecting QIs.
• Jill managed a number of US Withholding Agents' submissions to the IRS Voluntary Compliance Program. Large US financial institutions and investment management firms as well as energy,
  pharmaceutical, entertainment and biotech companies consistently rely on Jill's expertise. Jill is a member of the core group developing and designing CTI's 1441 Compliance solutions.

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(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 addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Suite 700 Nashville, TN, 37219-2417. Web site: nasba.org.

CPE Credit Measurement: One CPE Credit (50 minutes)

• Making Payments to Non-US Persons: Keys to IRS Compliance
• Live, 60-Minute Webinar
• Tuesday, September 9, 2014 1:00-2:00 p.m. ET

Register now for this exciting event by clicking the following link or
calling 1-800-964-6033:
http://www.pbconference.com/3JJ/0/?C=2409&P=1070804&T=1&S=539&D=1

We hope you'll join us.

Sincerely,

Progressive Business Conferences
384 Technology Drive
Malvern, PA 19355

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