2 Essential Webinars on Analyzing Financial Statements and Importance of TIN solicitation using Form W-9 and Overall Solicitation Process

How to Analyze the Income Statement

Presented by Ron Sereika

Many people may have financial statements in front of them but they do not know what they should be looking for. The Financial statements can be seen as a Maze as there is so much information and people do not know where to start looking first. This live webinar will show people where they can find the income statement information they need and then depending on their needs (Are they looking to invest in the firm, be employed by the firm, consider giving them a loan or extending them a line of credit) how to break down the Income statement section by section, do comparisons, calculate ratios, and make a final decision. By attending this webinar you will have the tools needed to do everything mentioned above and make sound decisions for your organization.

TIN Compliance, B-Notices, and Backup Withholding

Presented by Patrick A. Haggerty

Issuers of 1099 Forms can adopt best practices and procedures that streamline the year end process and provide assurance that 1099s are correct, at least so far as vendor names and TINs are concerned. While certain errors in reporting dollar amounts are considered “inconsequential” under new de minimis error rules, errors in the payee name or TIN are never considered inconsequential and can result in penalties. Best practices to avoid errors and penalties include TIN solicitation, TIN verification, timely and appropriate response to IRS notices including issuing and follow up on B-Notices to payees, and procedures to implement and discontinue backup withholding as required.


Ron Sereika has over twenty-five years in credit management in the clothing, door and window manufacturing, wine and now the medical device industry. He holds a BS in Accounting and has received his certification in credit and finance from the Amos Tuck business school at Dartmouth University. Ron has been an instructor for NACM for 18 years teaching both the CAP and ACAP classes helping over 150 credit people prepare for their credit designations. Ron is currently the Credit Manager at CooperVision Inc, a $2B Global medical device company.



Patrick A. Haggerty - (Pat Haggerty) is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics.

This bundle of webinars will discuss How to Analyze the Income Statement and establishment of procedures for proper administration of backup withholding.

The webinar format is 1-1.5 hours audio-visual presentation, including a brief Q&A session.

This webinar bundle includes below 2 recorded webinars:

How to Analyze the Income Statement
TIN Compliance, B-Notices, and Backup Withholding


  • $100.00