2022 Tax Reporting & Withholding Conference
Call (336) 884-1098 now or e-mail: erica@taxreportinggroup.com for more information on the 2022 Tax Reporting & Withholding Conference to be held Tuesday, May 3 - Wednesday, May 4, 2022 and one day of in-depth tutorials on Monday, May 2. We will offer all the hot topics and industry experts including IRS back in-person at the Ritz, Pentagon City, 1250 Hayes Street, Arlington, Virgina. 

The 2022 conference will pack all the need-to-know tax reporting information from IRS and industry experts into two days plus one day of in-depth tutorials. Register now for the 2022 Conference and Tutorials.


Monday, May 2 - Tutorials
7:30 a.m. - 5:30 p.m.              
8:30 - 11:30 a.m.                     
U.S./Domestic Form 1099 Reporting, Backup Withholding, B Notices, and Form 972CG Penalties
Cyrus Daftary, KPMG LLP
Susan Segar, Deloitte Tax LLP

12:30 - 5:30 p.m.                    
NRA and FATCA Form 1042-S Reporting Bootcamp
Philip Garlett, KPMG LLP
Kelli Wooten, KPMG LLP

Tuesday, May 3 - Conference
7:30 a.m. - 5:00 p.m.              

7:30 - 8:30 a.m.                      
Continental Breakfast 

8:30 - 8:40 a.m.                               
Welcome and Introductions
Erica Fine, Tax Reporting Group LLC
David Weisner, Brown Brothers Harriman & Co.

8:40 - 9:45 a.m.                               
Latest and Greatest in IRS Reporting for 2022
Debbie Pflieger, Ernst & Young LLP

9:45 - 10:30 a.m.                            
Client/Vendor On-Boarding - Forms W-8 and 1042-S
Aureon Herron-Hinds, RSM US LLP
Rasheed Khan, TAINA Technology, Ltd.

10:30 - 10:45 a.m.                          
Refreshment Break
10:45 a.m. - 12:00 p.m.                          
Pensions, IRA and HSA Reporting  
Susan Diehl, PenServ Plan Services, Inc.     
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)
Stevie Conlon, Wolters Kluwer
William Scott, Apex Silver
Anna Vayser, Wolters Kluwer

2:45 - 3:00 p.m.
Refreshment Break
3:00 - 3:45 p.m.
Getting Cryptocurrency Right from the Gig Economy Perspective 
Jill Dymtrow, Gemini
Erin Fennimore, TaxBit
Philip Garlett, KPMG LLP

3:45 - 4:30 p.m.                              
Reporting for Lending – Updates on MIP and COVID Assistance (HAF), Cancellation of Debt challenges, Student Loans and other 1099 Lending Issues
Kaylene Crouch, Wells Fargo Bank, NA
Candace Ewell, Pricewaterhouse Coopers, LLP

Wednesday, May 4
7:30 - 8:30 a.m.
Continental Breakfast

8:30 - 8:40 a.m.
Welcome and Introductions
David Weisner, Brown Brothers Harriman & Co.

8:40 - 10:00 a.m.
State Reporting – It’s Not Just IRS Anymore
Wendy Walker, Sovos Compliance, LLC
Kelli Wooten, KPMG LLP

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
David Bolner, Broadridge Financial Solutions, Inc.
William Sheridan, S&P Global Market Intelligence

11:30 a.m. - 12:15 p.m.    
Advanced NRA and FATCA Discussion, Including 1446(f)  Partnership Reporting
Denise Hintzke, Deloitte Tax LLP
Tim Rappoccio, Deloitte Tax LLP
David Weisner, Brown Brothers Harriman & Co.                                                 
12:15 - 1:30 p.m.
Lunch –  Sponsored by TaxBit 

1:30 - 2:45 p.m. 
NRA and FATCA Hot Topics Discussion with IRS
Chip Collins, UBS AG
Laurie Hatten-Boyd, KPMG LLP
Jonathan Jackel, Ernst & Young LLP
John Sweeney, Internal Revenue Service 

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
S&P Global Market Intelligence
Sovos Compliance LLC
TAINA Technology Ltd.
Thomson Reuters
Wolters Kluwer

Our sponsors stand ready to offer real tax reporting solutions.  

For further information, please call (336) 884-1098 or e-mail erica@taxreportinggroup.com.