Read this now

TIN Verification and B Notices in 2025: Avoid Costly Mistakes and Penalties

On-Demand Recording

In our interactive, instructor-led 100-minute event, you will learn how to streamline your TIN (Taxpayer Identification Number) verification process to avoid costly mistakes and penalties. This session equips Finance and HR professionals with tools to verify tax IDs efficiently, comply with IRS regulations, and mitigate risks associated with errors.

Join us, and you’ll discover:

  • How to register and use the IRS TIN Matching System for quick verification
  • The impact of incorrect or missing TINs on your compliance and audit risks
  • Best practices for managing W-9 and 1099 processes
  • Proactive steps to avoid backup withholding and penalties

Streamlined Processes: Reduce Errors & Save Time

  • How to use the IRS TIN Matching System to validate contractor information
  • Discover ways to align HR and accounting departments for better compliance
  • Techniques to create a seamless workflow for collecting and managing W-9s

Compliance Essentials: Protect Your Organization

  • Identify and address TIN mismatches before they become penalties
  • What to do if you receive a B Notice: How to protect your organization
  • Methods to document internal processes to support audit readiness
  • Solutions for managing IRS notices effectively and avoiding backup withholding

Better Accuracy: Prevent Penalties & Improve ROI

  • How to sport the red flags in vendor setups that trigger audits
  • Errors that cause B Notices: Tips to avoid future penalties
  • Strategies to leverage payroll systems to automate compliance tasks
  • Ways to reduce manual tasks and administrative burdens

Question & Answer Session – have your specific TIN questions answered!

Program Benefits

In our 100-minute program, you’ll discover how to transform your TIN verification and compliance processes into a streamlined operation that saves time and money. By implementing the tools and practices shared in this session, you’ll reduce the risk of penalties, enhance cross-departmental collaboration, and improve overall compliance efficiency, delivering immediate and long-term ROI.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!

ABOUT THE SPEAKER

Miles Hutchinson
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 2,500 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.

Register Now

GET THIS WORKSHOP
FOR ONLY $99

Receive all the valuable tools, guidance, and materials as if you attended live!

Get access to all of our workshops plus much more with a subscription to Resourceful Pro Insider.

Get

Guaranteed to be Good

All training experiences include a 7-day 100% money-back guarantee.

HRCI CREDITS

This program has been approved for 1.5 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org

SHRM CREDITS

Resourceful Finance Pro is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1.5 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.