Wednesday, November 23
3:00 PM – 3:30 PM ET
This Month’s Focus
Year-End Best Practices
Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including:
- Tax Forms Handling, Tool #916
- Verifying shares and certificates (1099 INT reporting)
- Verifying loan categories (1098 reporting)
- Verifying Accounts Payable vendors (1099 Misc reporting)
Don’t miss this FREE webinar!