2020 Tax Reporting & Withholding Conference


Call (336) 884-1098 to register for the 2020 Tax Reporting & Withholding Conference to be held May 4 - 6 at The Ritz-Carlton, Pentagon City, Arlington, Virginia.  See the registration form to take advantage of the early-bird savings and book the special conference hotel room rate.  Early-bird registration ends February 28, 2020.

The conference will pack all the need-to-know tax reporting information from IRS and industry experts into two days and a full day of tutorials for reporting to U.S. and NRA customers and vendors.


Conference Agenda:

Year-In-Review, Latest & Greatest From IRS for 2020 and IRPAC Update

Onboarding & Account Opening for U.S. and Foreign Customers and Vendors.  Forms W-9, W-8 and FTINs.

Latest Broker Reporting Issues Including Cost Basis, Forms 1099 Changes, Cryptocurrency and Section 871(m)

EU DAC 6 and Common Reporting Standard

QI Agreements and Certifications

2020 Reporting on Form 1042-S

Pensions and IRAs Including SECURE Act and new RMD Rules

Tax Reporting On the Lending Side - Mortgage Interest Including Capitalized Interest, Foreclosures and Cancellation of Debt

State Reporting

Latest NRA and FATCA Topics with IRS Including Section 1446(f) Partnership Rules, Documentation and Foreign Tax Identification Numbers, and Section 871(m)

Three pre-conference tutorials will be offered on Monday, May 4:

  • Reporting for U.S. Persons
  • Reporting for NRAs under Chapter 3 and FATCA
  • Broker Reporting Basics

In addition, our sponsors stand ready to offer real tax reporting solutions.  

Broadridge Financial Solutions, Inc.
Comply Exchange Limited
Deloitte Tax LLP
Ernst & Young LLP
IHS Markit
RSM US LLP
Silver Cost Basis
Sovos Compliance
Thomson Reuters
Wall Street Concepts / FIS
Wolters Kluwer

Sponsorship information is available now.

For further information or to register, call (336) 884-1098.