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Institute of Finance & Management

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Q. We have one vendor whose TIN was rejected due to mismatch. I tried using his middle name and just legal first name and last name, but it is still rejected. What should we do in this case? The vendor is filing as individual using...

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Q. We have a vendor in our system that filed a name change in the State of Delaware in February 2026. We received the updated W-9 from the vendor in May, and when we run the TINS match, the IRS is not validating it. However, when we run the TINS...

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Of the 24 sessions provided at IOFM Spring 2026, 17 were brand new. That number — representing 71 percent of non-sponsored programming — reflected a deliberate choice to build a conference around what AP practitioners need right now, and...

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Your payment strategy directly impacts your bottom line — but most organizations are leaving money on the table. In this webinar, we break down how to build a smarter payment mix that balances cards, checks, ACH, and supplier terms to maximize...

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Q. We have multiple properties located in two different states. We have the same EIN for the different properties; however, we have different state IDs. If a person wins a promotion in Michigan for $2,000 that meets the 2026 Federal threshold for...

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