Understanding Form 1099 and W‑2 Reporting Under the July 2025 Tax Reforms
From: $179.00
Duration: 120 Minutes
Description:
With the ongoing revisions to Form 1099 and the newly introduced 2025 rule changes—particularly those stemming from the July 2025 Tax Bill—keeping pace with the latest information reporting requirements is more critical than ever. Staying informed helps you avoid costly penalties, interest assessments, and the time-consuming task of filing corrections.
This course delivers practical, plain-English guidance for CPAs, Accounts Payable, Payroll, and Tax professionals—whether you’re looking for an update or just beginning to manage information reporting. Led by industry expert and corporate tax attorney Steven D. Mercatante, Esq., the session explores the most common challenges related to documenting, validating, and reporting payee information on IRS Forms 1099. You’ll examine key problem areas—and the best practices to resolve them efficiently and accurately.
Topics Covered:
Overview of the July 2025 Tax Bill and its impact on 1099/W‑2 compliance and reporting.
2025 updates to Forms 1099—what’s changed and how to stay compliant.
Action steps to take now in response to the new tax rules.
Strategies for maintaining up‑to‑date compliance policies and procedures.
Forthcoming IRS guidance and rule‑making developments to watch.
Required documentation practices for proper 1099 compliance.
Learning Objectives
Understand the July 2025 1099/W‑2 reporting changes and how they affect your organization.
Review critical 2025 updates to Forms 1099‑NEC, MISC, R, INT, K, DIV, C, S, and Form 945.
Identify required responses and adjustments ahead of filing season.
Learn how the new provisions reshape your in‑year compliance processes.
Gain tools to manage information reporting efficiently while reducing exposure to penalties.
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
Miles Hutchinson , CGMA
President, Learn Continuously, LLC
Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,700 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.
