Cheryl Riedlinger will be speaking at the following events:

November 14, 2018 - Webinar Tax Reporting for Lenders, Servicers and Collection Agents, 11:00 a.m. - 1:00 p.m. EST, sponsored by Jack's ComplianceResource.  For additional information and to register, see the brochure.

2019 Tax Reporting & Withholding Conference, April 29 - May 1 
This conference will be held 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.  

There is more IRS reporting and bigger penalties than ever before!  Industry experts and IRS will cover all the hot topics including foreign TINs on Forms W-8 and W-9, Form 1099-B cost basis for covered securities, capitalized interest on Form 1098, deposit interest paid to nonresident aliens, FATCA, Form 1042-S, pensions/IRAs and more.  

Three pre-conference tutorials will be available on Monday, April 29:  Domestic Tutorial, Brokerage Tutorial, and NRA/FATCA Tutorial for those new to tax reporting or who need an update of the IRS rules.

Sponsor opportunities are available.  

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

If you would like to plan a seminar to be held in your city or in-house customized training for your financial institution or group, please contact