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The Tax Reporting Group

Connect. Learn. Lead.

2027 Investment Management Tax Reporting & Withholding Conference

February 3, 2027 | New York
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The Tax Reporting Group is the premier community for professionals navigating tax reporting and withholding requirements, bringing together industry experts, regulators, and practitioners to share knowledge, best practices, and compliance solutions.

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"The presentations had a ton of great information. Every one [of the speakers] is so passionate on the topic. Presentations have a lot of depth."
"Wonderful Conference, really well organized."
- February 2026 Conference Attendees
"The FATCA Tutorial was exceptional. I've enjoyed the conference and learned and made great connections."
"Fantastic agenda and content this year particularly."
"Having IRS representatives, tax experts from industry, and big 4 as panelists, and expanding my network."
- May 2026 Conference Attendees

What People Are Saying

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Erica Fine: erica@taxreportinggroup.com(617) 893-8272
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