Educational Opportunities

Palm Beach, FL - October 2 - 4, 2017
Cheryl Riedlinger will be speaking at the Global Compliance Summit:  Intelligent Reporting.  Presented by Sovos Compliance.  For more information, visit

2018 Tax Reporting & Withholding Conference, April 23 - April 25
The Ritz-Carlton, Pentagon City, Arlington, Virginia

There is more IRS reporting and bigger penalties ($260 per form) than ever before!  Industry experts and IRS will cover all the hot topics including foreign TINs on Forms W-8 and new W-9s, Form 1099-B cost basis for covered securities, capitalized interest and new boxes on Form 1098, foreclosures/cancellation of debt, deposit interest paid to nonresident aliens, FATCA, Form 1042-S, IRAs and more.  

A FATCA Tutorial will be available on Monday, April 23, as well as a Domestic Tutorial for those new to tax reporting or who need an update of the IRS rules.  

Sponsorship information is available now.

See the registration form to take advantage of the early-bird savings and book the special conference hotel room rate. 

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