Available Options

The rush of tax season may be over, but for many tax professionals, the real challenge begins after April 15. Incorrect 1099 filings, LLC reporting confusion, payment app transactions, and changing IRS compliance rules continue to create significant risks for businesses and accounting professionals.

This webinar will provide a practical understanding of the latest 2026 developments impacting LLC and 1099 reporting, including updates related to the One Big Beautiful Bill Act (OBBBA), 1099-K payment app reporting thresholds, and mandatory IRS e-filing requirements.

Participants will learn how to properly identify reporting entities, avoid common TIN and W-9 mistakes, manage payment platform reporting issues, and implement effective compliance procedures before IRS notices and penalties arise.

The session will also explore real-world reporting challenges faced during the 2025–2026 filing season and provide actionable guidance for correcting post-deadline errors, improving documentation practices, and strengthening information return compliance workflows.

By attending this webinar, professionals will gain practical knowledge to confidently manage LLC and 1099 reporting obligations under evolving IRS regulations.

Information Covered in the Presentation:

Understanding LLC reporting structures and common 1099 filing mistakes

Single-Member versus Multi-Member LLC reporting requirements

Correct use of reporting names and taxpayer identification numbers (TINs)

The “Disregarded Entity” compliance trap

1099-K reporting requirements for payment apps including:

  • PayPal
  • Venmo
  • Zelle
  • Other third-party payment platforms

Understanding the updated OBBBA threshold requirements

Reconciling personal versus business payment transactions

2026 IRS electronic filing mandates and IRIS portal requirements

The new “10-form” e-filing threshold requirements

Correcting post-deadline 1099 reporting errors

Penalty mitigation strategies for late or corrected filings

Backup withholding requirements and compliance obligations

The 24% backup withholding rule for missing or incorrect TINs

Common W-9 collection and vendor documentation mistakes

Recordkeeping and documentation best practices

Managing information return compliance workflows

Practical compliance updates related to the One Big Beautiful Bill Act (OBBBA)

Best practices for tax professionals, bookkeepers, and compliance teams

Reducing audit risks associated with information return reporting

Who Should Attend

CPAs and Enrolled Agents

Tax Professionals and Tax Managers

Bookkeepers and Accounting Professionals

Controllers and Finance Managers

Small Business Owners working with independent contractors

Payroll and Compliance Professionals

Advisory and Consulting Professionals

Professionals responsible for 1099 reporting and IRS compliance

Anyone seeking practical guidance on 2026 information return and LLC reporting requirements

Information Covered in the Presentation:

Understanding LLC reporting structures and common 1099 filing mistakes

Single-Member versus Multi-Member LLC reporting requirements

Correct use of reporting names and taxpayer identification numbers (TINs)

The “Disregarded Entity” compliance trap

1099-K reporting requirements for payment apps including:

  • PayPal
  • Venmo
  • Zelle
  • Other third-party payment platforms

Understanding the updated OBBBA threshold requirements

Reconciling personal versus business payment transactions

2026 IRS electronic filing mandates and IRIS portal requirements

The new “10-form” e-filing threshold requirements

Correcting post-deadline 1099 reporting errors

Penalty mitigation strategies for late or corrected filings

Backup withholding requirements and compliance obligations

The 24% backup withholding rule for missing or incorrect TINs

Common W-9 collection and vendor documentation mistakes

Recordkeeping and documentation best practices

Managing information return compliance workflows

Practical compliance updates related to the One Big Beautiful Bill Act (OBBBA)

Best practices for tax professionals, bookkeepers, and compliance teams

Reducing audit risks associated with information return reporting

CPAs and Enrolled Agents

Tax Professionals and Tax Managers

Bookkeepers and Accounting Professionals

Controllers and Finance Managers

Small Business Owners working with independent contractors

Payroll and Compliance Professionals

Advisory and Consulting Professionals

Professionals responsible for 1099 reporting and IRS compliance

Anyone seeking practical guidance on 2026 information return and LLC reporting requirements

Frequently Asked Questions (FAQs)

What does LIVE mean?

LIVE means you can attend the class in real time on the scheduled date and time.

The link to join the class will be shared with you 30 minutes to 1 hour before the class begins.

What does On-Demand mean?

On-Demand means you can watch the recorded class at your convenience.

The link to access the class will be shared 48 hours after the commencement date of the live class.

You can let us know your preferred date to receive the link.

Note: Once the link is shared, you can access the class for three (3) days.

What is Web Download?

Web Download allows you to download the class recording for offline viewing.

The download link will be shared with you within 48 working hours after the commencement of the class.

What is an e-Transcript?

An e-Transcript is a written text version of the entire class session.

It is useful for note-taking, revision, and quick reference.

The e-Transcript download link will be shared within 48 working hours after the commencement of the class.

What does LIVE + e-Transcript include?

This option includes:

  • Access to the live class, and
  • A downloadable e-Transcript provided within 48 working hours after the class.