Monday, May 2
7:30 a.m. - 5:30 p.m.
Registration
8:30 - 11:30 a.m.
U.S./Domestic Form 1099 Reporting, Backup Withholding,
B Notices, and Form 972CG Penalties
12:30 - 5:30 p.m.
NRA and FATCA Form 1042-S Reporting Bootcamp
Tuesday, May 3
7:30 a.m. - 5:00 p.m.
Registration
7:30 - 8:30 a.m.
Continental Breakfast
8:30 - 8:40 a.m.
Welcome and Introductions
8:40 - 9:45 a.m.
Latest and Greatest in IRS Reporting for 2022
9:45 - 10:30 a.m.
Client/Vendor On-Boarding - Forms W-8 and 1042-S
10:30 - 10:45 a.m.
Refreshment Break
10:45 a.m. - 12:00 p.m.
Pensions, IRA and HSA Reporting
12:00 - 1:15 p.m.
Lunch – Sponsored by Sovos Compliance
1:15 - 2:45 p.m.
Broker Reporting – All the Latest on Form 1099-B Cost Basis, Form 1099-INT, DIV, OID and §871(m)
2:45 - 3:00 p.m.
Refreshment Break
3:00 - 3:45 p.m.
Getting Cryptocurrency Right from the Gig Economy Perspective
3:45 - 4:30 p.m.
Reporting for Lending – 1098 Mortgage Deferrals and Cancellation of Debt on PPP, SBA Loans
Wednesday, May 4
7:30 - 8:30 a.m.
Continental Breakfast
8:30 - 8:40 a.m.
Welcome and Introductions
8:40 - 10:00 a.m.
State Reporting – It’s Not Just IRS Anymore
10:00 - 10:15 a.m.
Refreshment Break
10:15 - 11:30 a.m.
NRA Basics – Even If You Don’t Have FATCA Reporting, Every Financial Institution Has NRAs
11:30 a.m. - 12:15 p.m.
Advanced NRA and FATCA Discussion, Including 1446(f) Partnership Reporting
12:15 - 1:30 p.m.
Lunch – Sponsored by TaxBit
1:30 - 2:45 p.m.
NRA and FATCA Hot Topics Discussion with IRS
3:00 p.m.
Conference Adjourns
