| 2026 AGENDA
(Draft - More Details to Come and Subject to Change)
Monday, May 4 OPTIONAL TUTORIALS - Sponsored by EY
7:30 - 8:30 a.m. Continental Breakfast
8:30 a.m. - 12:30 p.m. Morning Tutorial Options:
Option 1: NRA Tutorial: Overview and refresher of fundamentals related to U.S. withholding tax and information reporting on non-U.S. (foreign) residents:
- Form W-8 validation
- Chapter 3 (NRA) and Chapter 4 (FATCA) withholding and adjustments
- Form 1042-S reporting
Option 2: Crypto Tutorial: Deep dive into recent and upcoming changes for digital asset reporting (and withholding), including:
- In-Scope brokers and transactions
- Backup withholding tax and transitional relief
- Tax documentation requirements
- Form 1099-DA reporting, including reporting of stablecoin
- CARF
12:30 - 1:00 p.m. Lunch
1:00 - 5:00 p.m. Afternoon Tutorial Options:
Option 1: U.S./Domestic Tutorial: Key concepts and essentials for Form 1099 reporting and backup withholding tax on U.S. Residents:
- Different types of Forms 1099 and in-scope payments, including new auto loan reporting
- Backup withholding tax (including B Notices)
- Form W-9 requirements
- State Reporting
Option 2: Advanced Topics in Information Reporting
- ECI withholding tax
- Withholding on PTPs
- FIRPTA
- Unique Form 1099 reportingWithholding on PTPs
- Derivatives
- Crypto
- Special payments (perks, awards, and rebates)
Tuesday, May 5
7:30 - 8:30 a.m. Continental Breakfast - Sponsored by BetaNXT
8:30 - 8:40 a.m. Welcome and Introductions
8:40 - 9:40 a.m. Hot Topics - Domestic and International
9:40 - 10:40 a.m. Tax Documentation and Best Practices - U.S. & Global
10:40 - 11:00 a.m. Refreshment Break
11:00 a.m. - 12:15 Audits and Voluntary Disclosures for Forms 1099 & 1042
12:15 - 1:45 p.m. Lunch
1:45 - 2:45 p.m. How to Conduct an Internal Health Check
2:45 - 3:00 p.m. Refreshment Break
3:00 - 4:00 p.m. Major Technologies Shaping Modern Tax Operations
4:00 - 5:00 p.m. Post Filing Review - Debrief on IRIS, 1042-S e-filings, 1099 e-filings, and 1099 DA Reporting
Wednesday, May 6
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
9:45 - 10:50 a.m. BREAKOUT SESSIONS
Option 1: IRAs, Employer Plans, & HSA Reporting and Updates - Susan Diehl, PenServ
Option 2: Crypto 101
10:50 - 11:05 a.m. Refreshment Break
11:05 a.m. - 12:20 p.m. Discussion with the IRS on Key Issues
12:20 - 1:20 p.m. Lunch - Sponsored by Taxbit
1:20 - 2:05 p.m. Tax Reporting for Lenders - Updates on Mortgage Interest and Cancellation of Debt Challenges
2:05 - 2:55 p.m. Cost Basis Refresher - Traditional Cost Basis Reporting vs. Crypto Cost Basis Reporting
2:55 - 3:00 p.m. Conference Wrap-Up
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