2023 Tax Reporting & Withholding Conference
Call (617) 893-8272 or e-mail: erica@taxreportinggroup.com for information on the 2023 Tax Reporting & Withholding Conference to be held Monday, May 1 - Wednesday, May 3, 2023. 

We will cover all the hot topics with industry experts including the IRS at the Ritz-Carlton, Pentagon City, 1250 Hayes Street, Arlington, Virgina. We offer both in-person and virtual registration options.

CONFERENCE AGENDA
subject to change

Monday, May 1

8:30 a.m. - 12:00 p.m.   U.S./Domestic Form 1099 Reporting, Backup Withholding, B Notices, Form 972CG Penalties
                                     
Cyrus Daftary, KPMG & Susan Segar, Deloitte

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

Tuesday, May 2

8:30 - 8:40 a.m.        Welcome and Introductions

8:40 - 9:45 a.m.        Latest and Greatest in IRS Reporting for 2023
                                 
Deborah Pflieger, EY 

9:45 - 10:30 a.m.      Reporting for Lending – Updates on MIP, Cancellation of Debt Challenges
                                 
Candace Ewell, PwC, Aureon Herron-Hinds, RSM, & Yvonne Quiero, JP Morgan Chase 

10:45 a.m. - 11:50 a.m.    Pensions, IRA and HSA Reporting
                                        Susan Diehl, PenServ

11:50 a.m. - 1:00 p.m.      Lunch                                   

1:00 - 2:15 p.m.        Broker Information Reporting: Data and Tax Challenges
                                 Stevie Conlon & Anna Vayser, Wolters Kluwer & Patricia Neil, Apex Silver

2:30 - 3:45 p.m.        State Reporting – It’s Not Just IRS Anymore
                                 Wendy Walker, Sovos & Kelli Wooten, KPMG

3:45 - 4:45 p.m.        Implementing Cost Basis for Digital Assets and CARF
                                 Cyrus Daftary, KPMG, Jill Dymtrow, Gemini, & Erin Fennimore, TaxBit

Wednesday, May 3

8:30 - 8:40 a.m.        Welcome and Introductions 

8:40 - 9:30 a.m.        Account Opening and Vendor On-Boarding
                                 Jake Braun, TAINA & Aureon Herron-Hinds, RSM

9:30 - 10:45 a.m.      NRA Basics – Even If You Don’t Have FATCA Reporting, Every Financial Institution Has NRAs
                               
 Edward Dearolf, Broadridge, Tara Ferris, EY, & David Weisner, BBH

11:00 a.m. - 12:15 p.m.   NRA and FATCA Hot Topics Discussion with IRS: §1446(f) and §871(m)
                                        
Chip Collins, UBS, Laurie Hatten-Boyd, KPMG, Jonathan Jackel, EY, & John Sweeney, IRS

12:15 - 1:30 p.m.       Lunch 

1:30 - 2:15 p.m.         Forms 1042 and 1099-K Audit Panel
                                  
Denise Hintzke & Susan Segar, Deloitte

2:15 - 3:00 p.m.         Best Practices Associated with a Tax Operations Target Operating Model
                                  
Jessica Metts, Comply Exchange & William Sheridan, S&P Global 

3:00 - 3:10 p.m.         Conference Wrap-Up 



HOTEL INFORMATION & RESERVATIONS: 

Please make your reservations directly with The Ritz-Carlton, Pentagon City, 1250 South Hayes Street, Arlington, Virginia. 

Your reservations may be made using our room block website:  Marriott.com/TaxReportingWithholdingMay2023 or by calling (800) 241-3333 or (703) 415-5000 and asking for the Tax Reporting & Withholding Conference room block. The special conference rate of $307/night is available until April 1, 2023.  



We are grateful to our sponsors: 

Apex Silver
BetaNXT
Broadridge
Comply Exchange
Deloitte Tax LLP
Ernst & Young
KPMG
RSM
S&P Global
Sovos
TAINA
TaxBit
Thomson Reuters
Wolters Kluwer