The Tax Reporting Group

Phone: (617) 893-8272

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2027 IM Tax Conference

May 2027 Tax Conference

 
Welcome to The Tax Reporting Group. For over 20 years, we have been holding our annual Tax Reporting and Withholding Conference in Washington, D.C., with presentations by IRS and leading industry experts.  In January 2025, we launched our new annual Investment Management Tax Reporting & Withholding Conference in New York, NY.

The Tax Reporting Group is owned and managed by Erica Fine. Erica is a Cornell Law School graduate with twenty years experience providing legal advice in banking, private equity funds, and other financial transactions. Erica has been running our annual conferences since 2019, working closely with a key advisory group of Big 4 and industry experts to ensure the absolute best panels for all our conferences and webinars.