Instructor
Gordon Walsh is the 1099 Solution Consultant at Avalara, known affectionately as “The 1099 Guy”. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.
Instructor
Fueled by an insatiable passion for learning combined with a genuine fascination for human connection, coaching, and an enthusiasm for 1099 and W-9 tax compliance, Jocelle Sarenpa has found her true calling in the dynamic realm of product sales leadership at Avalara. She is focused on designing and implementing programs to support the strategic initiatives for the revenue teams. Drawing from more than two decades of experience spanning diverse sales environments from B2C to B2B, including 7 years in global tax compliance software, Jocelle brings a fresh and insightful perspective to the world of tax.
Managing clients’ 1099 filing requirements may only be top of mind near the January 31 filing deadline, but the onboarding of new vendors happens throughout the entire year. It’s imperative that firms apply careful consideration and best practices for W-9 collection and maintenance. This valuable service helps clients remain compliant and avoid unnecessary penalties from the IRS. To effectively manage this complex process, Avalara's 1099 & W-9 offers a solution that automates filings and paves the way for a recurring revenue stream from January through December.
• Describe how year-round attention to W-9 and 1099 compliance can reduce potential penalties from the IRS
• Determine the critical security measures required when handling sensitive tax information in W-9 filings
• Recognize how software automation can help clients avoid discrepancies, errors, and unnecessary penalties
• Evaluate legislative changes from the IRS and their impact on the 1099 and W-9 landscape
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