F R E E W E B I N A R | WEDNESDAY, DECEMBER 18 TH AT 12P M E S T

1099 Filing Made Simple:
Get Ready & Stay Compliant
1099 Filing Made Simple:
Get Ready & Stay
Compliant

WHAT YOU'LL LEARN IN
THIS FREE LIVE TRAINING:

Gain clarity on who needs to file 1099s, what types of transactions require reporting, and critical deadlines to ensure youāre always prepared. This session will help you avoid costly errors by demystifying the key filing criteria.

Learn how to organize your records, use effective tools, and implement best practices to make 1099 preparation stress-free and efficient. Say goodbye to last-minute scrambles and hello to a smooth filing process.

Discover the most common errors businesses make when filing 1099s and how to prevent them. Weāll also discuss potential penalties and how to address issues proactively to protect your business.





My experience with Lindsay was informative, professional and seamless. l was able to get all my questions answered in one call and clearly understood next steps. She talked me through realistic options that worked with my current budget. l was able to start securing my familyās financial future and l am thankful for Lindsayās education and help through the process.
title
Lindsay and her team are unmatched. Lindsay walked me through specific plans that catered to my direct needs and nothing was ācookie cutter.ā She also didnāt make me feel like I was behind in taking care of business but rather met me where I was to help me get to where I want to go. Her team professionally and effectively communicated final steps with me to ensure smooth closing and delivery of my policies. Iād recommend Lindsay a million times over!
title
Lindsay and her Assistant Rey were amazing educating myself and wife on life insurance and helped us secure policies for both myself and wife. We thank you both
title


AS SEEN ON














Clearly Understand 1099 Rules:
Help you know who must file, which payments count, and when everything is due.
Streamline Your Preparation:
Show you easy ways to organize data, find the right tools, and save time.
Avoid Costly Errors:
Teach you how to catch mistakes early and prevent penalties down the road.
Build a Repeatable Process:
Guide you in setting up a yearly routine so filing 1099s becomes stress-free.