THE TAX REPORTING GROUP


Register now for the  2022 Tax Reporting & Withholding Conference to be held Monday, May 2 - Wednesday, May 4 at The Ritz-Carlton, Pentagon City in Arlington, Virginia. 
    

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

We are grateful to our sponsors: 
Apex Silver
Broadridge Financial Solutions, Inc.
Comply Exchange Limited
Deloitte Tax LLP
Ernst & Young LLP
KPMG LLP
Refinitiv
RSM US LLP
S&P Global
Sovos Compliance LLC
TAINA Technology Ltd.
TaxBit
Thomson Reuters
Wolters Kluwer

Please e-mail erica@taxreportinggroup.com or call 336-884-1098 with any questions.