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