The Tax Reporting Group

Phone: (617) 893-8272

Home

About Us

2026 IM Tax Conference

2026 Tax Conference

 
Investment Management Tax Reporting & Withholding Conference
Registration is open for our second annual Investment Management Tax Reporting and Withholding Conference, to be held on Wednesday, February 4, 2026, 8:45 a.m. - 5:00 p.m (ET), at Arch Meetings & Events, 1166 Avenue of the Americas (betw. 45th & 46th), 12th Floor, New York, NY. 

Join us to hear from IRS and industry experts on need-to-know tax reporting and withholding information for investment management professionals. We offer in-person and virtual audience options. 

Please join us directly after the Conference to drink, snack, and mingle, at Deloitte's Happy Hour Reception!

To register, please complete the Registration Form below.

Our 2026 Conference Program will cover to following topics: 
  • Hybrids and Reverse Hybrids 
  • Tax Form Validation
  • Tax Controversy (Including Withholding Partnerships)
  • FDAP / ECI Hot Topics (Including Withholding Partnerships)
  • FATCA / CRS Reporting (Global Enforcement, CRS 2.0, Lux Action of Steps, Cayman Proposed Regulations)


The KPMG name and the logo are registered trademarks of KPMG International Cooperative (“KPMG International”), a Swiss entity. KPMG International’s Trademarks are the sole property of KPMG International and their use here does not imply auditing by or endorsement of KPMG International or any of its member firms.