The Tax Reporting Group

Phone: (617) 893-8272

Home

About Us

Invt Mgmt Tax Conference

2025 Tax Conference

Registration May 2025

 
2025 Tax Reporting & Withholding Conference
Register now for our 2025 Tax Reporting & Withholding Conference to be held Monday, May 5 - Wednesday, May 7, 2025, at the Ritz-Carlton, Pentagon City, 1250 Hayes Street, Arlington, Virgina 

We will cover all the hot topics with industry experts including the IRS. We offer both in-person and virtual registration options.

AGENDA
(Subject to Change)

Monday, May 5      OPTIONAL TUTORIALS - Sponsored by EY

7:30 - 8:30 a.m.          Continental Breakfast 

8:30 a.m. - 1:00 p.m.  NRA and FATCA Bootcamp - Ryan Blewitt - EY, Jill Dymtrow - Gemini, & Kelli Wooten - KPMG

                                                   or

                                   Basic Crypto Bootcamp: Crypto Asset Overview & Introduction to Reporting Regulations - Henry Golden - EY & Seth Poloner - EY

  • An introduction to web3, blockchain, digital asset landscape, including understanding tokenization. The session will also include live demonstrations and a discussion of how transactions can be conducted through a centralized or decentralized exchange. 
  • The session will also include an overview of the US Treasury regulations and the OECD Crypto Asset Reporting Framework (CARF).

1:00 - 1:30 p.m.         Lunch

1:30 - 5:00 p.m.         U.S./Domestic Bootcamp - Form 1099 Reporting, Backup Withholding, B Notices, and Form 972CG Penalties - Chris Meskill - Deloitte, Seth Poloner - EY, & Susan Segar - Deloitte

                                                  or

                                 Advanced Crypto Bootcamp: Deep Dive on Crypto Reporting - Uri Benjamin - EY, Jonathan Cutler - Deloitte, Tara Ferris - EY, & Jonathan Jackel - EY

  • Deep dive into the US Treasury Regulations including accompanying notices
  • Review of the OECD Crypto Asset Reporting Framework (CARF) and key differences between the US Treasury Regulations and CARF
  • Review of the Form 1099-DA and instructions
  • Cost basis reporting use cases

Tuesday, May 6

7:30 - 8:30 a.m.        Continental Breakfast 

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

8:40 - 9:40 a.m.        Hot Topics - Domestic and International - Danielle Nishida - PwC, Susan Segar - Deloitte, and Matthew Turtuoro, Apex Fintech Solutions

9:40 - 10:40 a.m.      Post Filing 1099 and 1042-S Reporting Observations - Jamila Alkaifi-Hercules - Broadridge, Christopher Liguori - S&P Global, & David Weisner - BBH

10:40 - 11:00 a.m.    Refreshment Break

11:00 a.m. - 12:15    IRAs, Employer Plans, & HSA Reporting and Updates - Sue Diehl - PenServ                       

12:15 - 1:30 p.m.      Lunch - Sponsored by Taxbit

1:30 - 2:50 p.m.        Discussion with the IRS on Key Issues - Chip Collins - UBS, Laurie Hatten-Boyd - KPMG, Jonathan Jackel - EY, Subin Seth - IRS (pending gov. approval), & John Sweeney - IRS (pending gov. approval) 

2:50 - 3:05 p.m.        Refreshment Break

3:05 - 4:00 p.m.        Technology & Testing Operational Controls - Aureon Herron-Hinds - RSM, Kai Kyriak - Comply Exchange, & Sean Sutton - TAINA

4:00 - 5:00 p.m.        Digital Assets - Why It Matters and What You Need to Know - Jonathan Cutler - Deloitte, Jill Dymtrow - Gemini, Erin Fennimore - Taxbit, & Greg Alves - BetaNXT

Wednesday, May 7

7:30 - 8:30 a.m.        Continental Breakfast

8:30 - 8:35 a.m.        Welcome and Introductions

8:35 - 9:40 a.m.        State Reporting - It's Not Just IRS Anymore - Wendy Walker - Sovos & Kelli Wooten - KPMG

9:40 - 10:40 a.m.     Audits and Voluntary Disclosures for Forms 1099 & 1042 - Ephraim Davidowitz - Deloitte & Tara Ferris - EY

10:40 - 11:00 a.m.    Refreshment Break

11:00 a.m. - 12:05    Introduction to Cost Basis Reporting - Securities vs. Crypto - Uri Benjamin - EY, Stevie Conlon - Wolters Kluwer, & Jessalyn Dean - Ledgible

12:05 - 1:15 p.m.       Lunch

1:15 - 2:05 p.m.        Tax Reporting for Lenders - Updates on Mortgage Interest and Cancellation of Debt Challenges - Ryan Blewitt - EY & Yvonne Quiero - JP Morgan Chase

2:05 - 2:55 p.m.        IRW Ops Best Practices 1099/1042-S - David Bolner - S&P Global,  Tomer Siegal - Thomson Reuters, & David Weisner - BBH

2:55 - 3:00 p.m.        Raffle Prize Drawing - Sponsored by Wolters Kluwer



HOTEL INFORMATION & RESERVATIONS: 

We have a room block at the DoubleTree by Hilton Hotel - Crystal City, a short walk to the Ritz, at $276/night. Please click this DoubleTree Room Block link to reserve your room. 

The DoubleTree by Hilton Hotel Washington DC-Crystal City is located at 300 Army Navy Drive, Arlington, Virginia.