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April Compliance Roundtable Registration
April 15, 2009

CUANM Learning Center

$10.00 Per Person (for lunch)

Agenda

10:30 am to 12:00 pm - IRS Reporting Requirements for Credit Unions

12:15 pm to 1:15 pm - Roundtable disscussion and lunch

It has always been said that no job is finished until the paperwork is done and that is certainly true for your credit union and its IRS reporting responsibilities.  As the end of this tax year approaches, make sure you understand all the guidelines, deadlines, and forms that affect the IRS reporting requirements.

Attorney, author, and founder of CU Doctor, David A Reed will walk you through IRS reporting procedures, including this information:

• Guidelines for determining reporting requirements 
• Back-up Withholding Issues
• Obtaining Taxpayer Identification Numbers (TIN’s) 
• IRS forms and procedures for:
• 1098
• 1099-A & C
• 1099-INT                   
• 1099-MISC   
• 1099-R                      
• 5498

• Reporting deadlines
• Recent changes for 2009  reporting
• Unrelated Business Income Tax (UBIT) Update

About Our Facilitator

Attorney, author, consultant and nationally recognized speaker, David A. Reed is founder of CU Doctor, a full service credit union consulting practice.  Through CU Doctor, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.  His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy and collections. 

Please fill out a separate line for each participant. Submit additional registration forms as needed.