2019 Tax Reporting & Withholding Conference

Call (336) 884-1098 now to get early-bird discounts for the Tax Reporting & Withholding Conference.  Also consider one of three optional tutorials:  Basic Broker, NRA/FATCA Bootcamp, or the Domestic Tutorial, to be held Monday, April 29 - Wednesday, May 1 at The Ritz-Carlton, Pentagon City, 1250 South Hayes Street, Arlington, Virginia.  See the registration form to take advantage of the early-bird savings and book the special conference hotel room rate. 
Sponsorship and speaking opportunities are available now.  Sign up quickly for the chance to showcase your products and services.  

All the need to know topics will be covered by IRS and industry experts, and numerous sponsors will be on site with tools to help you comply.    

Sponsors include:  Broadridge Financial Solutions, Inc.; Comply Exchange; Deloitte Tax LLP; Ernst & Young LLP; Fidelity Information Services (FIS); IHS Markit; RSM US LLP; Scivantage Inc.; Silver Cost Basis; Sovos Compliance; and Wolters Kluwer.

Monday, April 29 - Tutorials (Choice of Three)

8:30 a.m. – 11:30 a.m.  Domestic Tutorial – The Who, What, Where, When and Why of tax reporting for U.S. customers.

8:30 a.m. – 11:30 a.m.  Basic Brokerage Tutorial – Overview of brokerage industry reporting requirements.

12:30 p.m. – 5:30 p.m.  NRA/FATCA Tutorial – What payments to nonresident aliens are reportable or subject to 30% withholding under Chapter 3 and Chapter 4?  

Tuesday, April 30 – Wednesday, May 1

8:30 a.m. – Welcome and Introductions

Latest and Greatest from IRS – How will the new Congress impact tax reporting and withholding in 2019?

IRPAC Update – The latest hot topics our industry representatives are working on with IRS including de minimis corrections (less than $100) update and earlier Form 1099 filing dates. 

Account Opening, W-8s and W-9s, B Notices, and Penalties – Including new and 2019 transitional rules for foreign TINs.

IRAs and HSAs – How does tax reform affect pensions and health care reporting? 

Lending Issues, Including Capitalized Mortgage Interest and Mortgage Insurance and Cancellation of Debt.

State Reporting – States are mirroring IRS reporting requirements but with their own twist. 

Broker Reporting, Cost Basis, §871(m), Cryptocurrency, Forms 1099-B, INT and DIV. 

NRA Basics and Form 1042-S – A trap awaits filers for even simple payments such as for vendors from A/P, and deposit, trust and brokerage payments. 

Advanced NRA Topics with Latest Guidance for FATCA and NRAs direct from IRS 

The conference will adjourn at 4:00 p.m. on Wednesday, May 1.  For additional information, see the registration form.