Speakers

Rebecca Colman Rebecca Colman Tax Director | SOAProjects
Rebecca Colman, Tax Director at SOAProjects and former PwC professional, has led tax strategy at Oracle, 23andMe, and SquareTrade. She holds an MS in Taxation from American University.
Gordon Walsh Gordon Walsh 1099 & W-9 Solution Consultant | Avalara
Gordon Walsh, 1099 & W-9 Solution Consultant at Avalara, pivoted from teaching to tax, with expertise in HCM and a focus on contingent labor management and all things 1099.
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1099 Prep: What You Need to Know for 2024!

With the help of tax expert Rebecca Colman from SOAProjects and Gordon Walsh, 1099 & W-9 Solution Consultant at Avalara, we’ll identify areas of focus for year-end, including what you need to know to crush 1099 reporting.

It’s that time of the year again. You’ve got year-end tax prep and the 1099 submission deadline looming. We’ll look at the reporting requirements, some important changes to federal and state 1099 reporting, and potential impacts on your company. With the help of tax expert Rebecca Colman from SOAProjects, we’ll identify areas of focus for year-end, including what you need to know to crush 1099 reporting.

Paylocity for Finance and Avalara will introduce you to ways you can automate W-9 collection, tax ID verification, reporting, and tax filing. You’ll also have an opportunity to ask your questions of the experts.

Key Takeaways:

  1. 1099 FAQs — the information you need and how to proactively prepare.
  2. An overview of changes to state and federal 1099 requirements that might impact your planning.
  3. Automation tools to ease the process.
  4. What to do if you get it wrong.

 

Seamless and Adaptable Expense Management

Manual expense reporting wastes time and frustrates employees and finance teams. Paylocity for Finance automates the entire process with AI-powered, touchless workflows. Simply snap a receipt and get reimbursed fast — no spreadsheets, no delays. Finance gets real-time visibility, accurate coding, and a faster month-end close.

Streamline Business Expenses