1099Problems Virtual Road ShowSeason 1

Understand why 1099s feel harder than they should and know exactly where to focus next instead of spinning.

You'll learn how to:

• Recognize where 1099 processes commonly break down—and why it’s not a personal failure

• Separate what actually requires your attention from what’s just noise during January

• Choose the right next steps without overwhelm

Agenda

• Welcome & framing (5 min)

• Where 1099s Break Down and why it’s not your fault (20 min)

• Q&A (25 min)

• Next steps (10 min)

👉 To attend this event, click on the "Join Online Event" link below and complete your registration. You will receive an email with the Zoom meeting link.

Clarify reportability using a simple framework so you can stop second-guessing and move forward confidently.

You’ll learn how to:

• Determine reportability based on who, what, and how
• Avoid common misclassification mistakes
• Know when payment method matters—and when it doesn’t

Agenda:

• From Confusion to Decision (5 min)

• How to decide if something is reportable (15 min)

• Payment methods that confuse everyone (15 min)
• Live walkthrough of common scenarios (15 min)
• Q&A + additional resources (10 min)

👉 To attend this event, click on the "Join Online Event" link below and complete your registration. You will receive an email with the Zoom meeting link.

Think through messy, real-world 1099 scenarios with confidence so you can make defensible decisions, document them clearly, and move on without spiraling.

You’ll learn how to:

• • Apply decision-tree thinking to ambiguous 1099 scenarios

• • Make calm, defensible decisions under deadline pressure

• • Document your reasoning so you don’t relive the same stress later

After this session, you’ll be able to:
• Handle edge cases without panic, second-guessing, or endless research—and trust your professional judgment.

Agenda

• • Why edge cases cause so much stress and why it’s not your fault (5 min)

• • How to think instead of memorize rules (10 min)

• • Real-world edge case walkthroughs (30 min)

• • Q&A + resource pointers (15 min)

👉 To attend this event, click on the "Join Online Event" link below and complete your registration. You will receive an email with the Zoom meeting link.

Explore where most 1099 problems actually start and how small upstream changes in vendor setup, W-9 collection, and payment method awareness can dramatically reduce last-minute stress.

You’ll learn how to:

• Improve W-9 timing and communication (without chasing)

• Understand payment method nuances that cause confusion later

• Set vendors up correctly so January is calm not chaotic

After this session, you’ll be able to:
• Reduce last-minute scrambling by fixing the root causes of 1099 stress before they show up.

Agenda

• Why most 1099 problems start upstream (5 min)

• W-9 collection that actually works (15 min)

• Payment methods & platform confusion demystified (15 min)

• Simple workflow walkthrough (10 min)

• Q&A (10 min)

• Wrap + helpful resources (5 min)

👉 To attend this event, click on the "Join Online Event" link below and complete your registration. You will receive an email with the Zoom meeting link.

Make fast, defensible 1099 decisions using a clear framework—so you can stop searching, stop second-guessing, and move forward with confidence.

You’ll learn how to:

• Use a simple decision framework to determine reportability

• Understand why payment methods create so much confusion
• Reduce research time from hours to minutes
• Avoid under-, over-, or double-reporting risks

After this session, you’ll be able to:
• Confidently decide whether a payment is reportable, document your reasoning, and move on—without guessing or panic.

Agenda

• Welcome & January reality check (5 min)

• Why payment methods are the biggest time sink (10 min)

• The real risks of guessing and overthinking (10 min)

• How to decide in minutes: the Decision Tree approach (15 min)

• Where the payment method matrix fits (5 min)

• Live scenarios + Q&A (10 min)

• Next steps (5 min)

👉 To attend this event, click on the "Join Online Event" link below and complete your registration. You will receive an email with the Zoom meeting link.

Turn January pain into year-round systems with actionable planning frameworks.

You’ll learn how to:

• Track 1099-relevant activity throughout the year without constant monitoring

• Review vendors before problems show up in January

• Use tools and community support instead of rebuilding decisions every year

After this session, you’ll be able to:

• Save January. Confidently manage 1099s year-round with fewer surprises, less stress, and a clear plan.

Agenda

• Welcome and framing (5 min)

• Why January-only thinking fails (5 min)

• What “year-round” actually means (10 min)

• Three key touchpoints to track 1099 activity (10 min)

• Live walkthrough: How a Year-Round system works with 1099Problems (15 min)

• Q&A (10 min)

• Recap and next steps (5 min)