| Investment Management Tax Reporting & Withholding Conference |
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Save the date for our annual Investment Management Tax Reporting and Withholding Conference, to be held on Wednesday, February 3, 2027, 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 attendance options.
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Our 2027 Conference will cover the following topics:
- Updates on Tax Controversy as they Relate to the Investment Management Industry
- FATCA/CRS - New Developments (CRS 2.0, Cayman Updates, Canadian Partnerships, Jurisdictional and IRS Reviews)
- Withholding on ECI and FIRPTA (including discussion on K-1/K-3 comparison)
- FDAP Withholding and Form 1042-S Reporting (including discussion on hybrid/reverse hybrid withholding/reporting, K-1/K-3 comparison, flow-up issues)
- Withholding Foreign Partnerships (including discussion on updated agreement, industry issues) - What is in new agreement – OR if not released, what should be in the new agreement?
- Hot Topics/Industry Trends – Retail, Mergers & Acquisition (due diligence), Impact of AI
We will update this page with the complete Conference Agenda in the coming weeks.
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To register, please click on this link: Registration Form. We are offering an early-bird discount rate for in-person attendance until December 16, 2026 - use the Coupon Code "EarlyBird" to apply the discount.
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