Monday, April 29
8:30 a.m. – 11:30 a.m. Domestic Tutorial – The Who, What, Where, When and Why of tax reporting.
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 and the Tax Cuts and Jobs Act 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 Foreclosures, Mortgage Interest and Mortgage Insurance and Cancellation of Debt – What is reportable versus deductible?
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.