Call (336) 884-1098 to register for the Tax Reporting & Withholding Conference, and optional Domestic Tutorial and FATCA Tutorial, to be held April 23 - 25, 2018 at The Ritz-Carlton, Pentagon City, Arlington, Virginia. To receive the $100 early-bird discount, register by February 28, 2018.
Numerous sponsors will be on site with tools to help you comply. Sponsors include:
- Broadridge Financial Solutions, Inc.
- Fidelity Information Services (FIS)
- IHS Markit/CTI Tax Solutions
- Scivantage, Inc.
- Sovos Compliance
- Thomson Reuters
The following topics will be covered by IRS and industry experts:
Monday, April 23
8:30 a.m. - 11:30 a.m.
Domestic Tutorial - The Who, What, Where, When and Why of tax reporting for payments to U.S. customers.
12:30 p.m. - 5:30 p.m.
NRA and FATCA Tutorial - FTINs and what needs to be on a valid W-8 for payments to nonresident aliens reportable on Form 1042-S.
Tuesday, April 24 - Wednesday, April 25
8:30 a.m. - Welcome and Introductions
Latest and Greatest from IRS - How will the Tax Cut and Jobs Act and extenders impact tax reporting and withholding? Hint: Backup withholding rate is now 24%. Recharacterizations are limited and mortgage insurance is reportable.
IRPAC Update - The latest hot topics our industry representatives are working on with IRS.
Broker Reporting - Cost basis, Forms 1099-B, INT, DIV.
Client/Vendor Onboarding and Account Opening for Banks and Brokers - Forms W-8 and W-9 including new rules for foreign TINs.
IRAs and HSAs - How does tax reform affect pensions, Roth recharacterizations and health care reporting?
Lending Issues - Including foreclosures, mortgage interest and mortgage insurance and cancellation of debt. What is reportable by lender versus deductible by borrower?
State Reporting - States are often mirroring IRS reporting requirements but with their own twist and penalties.
NRA Basics and Form 1042-S - A trap awaits filers for even simple payments such as for vendors from A/P, and deposit, trust and brokerage payments.
Advanced NRA Topics - Latest guidance for FATCA and NRAs direct from IRS including latest on foreign tax identification numbers (FTINs).
The conference will adjourn at 3:00 p.m. on Wednesday, April 25.
See the registration form for additional information and to take advantage of the early-bird savings and book the special conference hotel room rate.