| SAMPLE AGENDA (UPDATES TO COME)
Monday, May 5
TUTORIALS
7:30 - 8:30 a.m. Continental Breakfast
8:30 a.m. - 12:00 p.m. U.S./Domestic Form 1099 Reporting, Backup Withholding, B Notices, and Form 972CG Penalties
12:00 - 12:30 p.m. Lunch
12:30 - 5:30 p.m. NRA and FATCA Form 1042-S Reporting Bootcamp
Tuesday, May 6
7:30 a.m. - 5:00 p.m. Registration
7:30 - 8:30 a.m. Continental Breakfast
8:30 - 8:40 a.m. Welcome and Introductions
8:40 - 9:45 a.m. Latest and Greatest in IRS Reporting for 2025
9:45 - 10:30 a.m. State Reporting – It’s Not Just IRS Anymore
10:30 - 10:45 a.m. Refreshment Break
10:45 a.m. - 12:00 p.m. Pensions, IRA and HSA Reporting - Susan Diehl, PenServ
12:00 - 1:30 p.m. Lunch
1:30 - 2:30 p.m. NRA Basics 1 – Account Opening & Due Diligence Requirements
2:30 - 3:30 p.m. Accounts Payable
3:30 - 3:45 p.m. Refreshment Break
3:45 - 5:00 p.m. NRA and FATCA Hot Topics Discussion with IRS - Qualified Intermediaries
Wednesday, May 8
7:30 - 8:30 a.m. Continental Breakfast
8:30 - 8:40 a.m. Welcome and Introductions
8:40 - 9:40 a.m. Reporting Requirements - Challenges & Getting it Right; 1099 DAs & CARF
9:40 - 10:40 a.m. Audit Panel - 1042S & 1099
10:40 - 11:00 a.m. Refreshment Break
11:00 a.m. - 12:15 p.m. Reporting for Lending – Updates on Mortgage Interest and Cancellation of Debt Challenges
12:15 - 1:45 p.m. Lunch
1:45 - 2:50 p.m. Cryptocurrency
2:50 – 3:00 p.m. Conference Wrap-Up
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