2027 Investment Management
Tax Reporting & Withholding Conference
February 3, 2027 | Arch Meetings & Events, NYC
* In person and virtual attendance options available
Limited Time Offer
In-Person early-bird discount available until December 16, 2026
Designed for professionals responsible for navigating increasingly complex domestic and international reporting requirements, our IM Conference delivers practical insights, technical guidance, and real-world perspectives on today's most pressing tax challenges.
Through expert-led sessions and peer discussions, attendees will gain actionable knowledge to help manage regulatory change, mitigate risk, and enhance reporting and withholding processes.
This is a great opportunity to ask IRS and industry leaders about issues facing your organization and clients.
Through expert-led sessions and peer discussions, attendees will gain actionable knowledge to help manage regulatory change, mitigate risk, and enhance reporting and withholding processes.
This is a great opportunity to ask IRS and industry leaders about issues facing your organization and clients.
Why You Should Attend
What We Will Be Discussing
- Tax controversy developments affecting the investment management industry
- FATCA and CRS updates, including CRS 2.0, Cayman developments, Canadian partnerships, and IRS and jurisdictional reviews
- ECI and FIRPTA withholding, with insights into K-1 and K-3 reporting considerations
- FDAP withholding and Form 1042-S reporting, addressing hybrid and reverse hybrid structures, flow-up challenges, and K-1/K-3 reporting comparisons
- Withholding Foreign Partnerships, featuring discussion of new withholding agreement updates and key industry considerations
- Hot Topics and emerging industry trends, including retail investing, mergers and acquisitions due diligence, and the growing impact of AI on tax operations and compliance
Our Sponsors
EY
The KPMG trademarks are the sole property of KPMG International Cooperative
The KPMG trademarks are the sole property of KPMG International Cooperative