Join Us for a FREE Education Express Webinar!

Thursday, October 16

4:15 PM – 4:45 PM ET

This Month’s Focus

Year End Best Practices

Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica 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!

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