2018 Tax Reporting & Withholding Conference


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.