2020 Tax Reporting & Withholding Conference (CANCELED DUE TO COVID-19)


2021 Tax Reporting & Withholding Conference
Call (336) 884-1098 now to register for the 2021 Tax Reporting & Withholding Conference to be held Monday, April 26 - Wednesday, April 28 at The Ritz-Carlton, Pentagon City, Arlington, Virginia.  For further information, see the registration form.

The 2021 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 2021 and IRPAC Update, CARES Act Changes to Forms and Reporting PPP Cancellations of Indebtedness on Form 1099-C

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

2021 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, April 26:

  • 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
IHS Markit
RSM US LLP
Silver Cost Basis
Sovos Compliance
Wolters Kluwer

Sponsorship information for our 2021 conference is available now.

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