IRS Reporting (Webinar) (2/2020)

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Air Date: 2/20/2020

Description: The world of tax IRS acronyms, tax reporting requirements, recent regulatory changes, including the Taxpayer First Act are all broken down in this hour long webinar.  We will be covering from a financial perspective the various topics and issues banks face with IRS reporting, including 1098s, 1099s, W-8BENs, W-9, ITINs, and backup withholding. This will serve as a convenient way for non-tax professionals to have a strong understanding of the basic requirements and situations banks face in compliance with IRS mandates.

Presenter: Elizabeth K. Madlem, Associate General Counsel & Compliance Specialist

Elizabeth is an Associate General Counsel & Compliance Officer at Compliance Alliance. In the past, she served as both the Operations Compliance Manager and Enterprise Risk Manager for Washington Federal Bank, a $16 billion dollar organization headquartered in Seattle, WA. She has industry expertise and real-world solutions surrounding bank-enterprise initiatives as well as knowledge of contract law and bank regulatory compliance. 

An attorney since 2010, Elizabeth was a Summa Cum Laude, Phi Beta Kappa, Delta Epsilon Sigma graduate of Saint Michael’s College in Burlington, VT, and a Juris Doctor from Valparaiso University School of Law in Indiana. Elizabeth will be handling C/A document reviews, participating in the Education department, and contributing as a featured author. She is looking forward to assisting members with their compliance and regulatory questions.