Join Us for a FREE Education Express Webinar!

Tuesday, December 20

1:30 PM – 2:00 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:

  • Verifying shares and certificates (1099 INT reporting)
  • Verifying loan categories (1098 reporting)
  • Verifying Accounts Payable vendors (1099 Misc reporting)

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