Date: November 20th , 2025

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

Join us for an in-depth session exploring proven methods to streamline and strengthen your organization’s compliance with state-level 1099 reporting and sales and use tax requirements. Stay current with key legal updates and discover how recent state information reporting law changes impact your filing obligations.

As more states partner with the IRS to coordinate enforcement on unreported payments, understanding and managing your state reporting responsibilities has never been more critical. In this quarterly update, corporate tax attorney and industry expert Steven D. Mercatante, Esq. examines some of the most common state and local compliance challenges and provides practical, real-world solutions for overcoming them.

Topics Covered:

• Essential state tax rules your staff must understand
• Determining which states have jurisdiction over your organization’s operations
• Benefits and limitations of combined federal/state filing programs
• Detailed analysis of specific state 1099 reporting requirements
• Identifying which state reporting rules apply to your organization
• Navigating sales & use tax compliance risks and developing effective responses
• Common state and local compliance pitfalls
• Practical solutions and best practices for effective reporting

Learning Objectives

• Identify the state tax rules your organization must understand and follow
• Determine jurisdictional authority among various states for your operations
• Compare and evaluate the combined federal/state filing programs
• Analyze state-specific 1099 reporting obligations in detail
• Recognize which states’ reporting requirements affect your business
• Understand recent changes in sales and use tax laws
• Assess compliance risk in sales & use and combined federal/state filing programs
• Prioritize the state tax issues your organization must address now

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

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).