2022 Tax Reporting & Withholding Conference Call (336) 884-1098 now or e-mail: erica@taxreportinggroup.com for more information on the 2022 Tax Reporting & Withholding Conference to be held Tuesday, May 3 - Wednesday, May 4, 2022 and one day of in-depth tutorials on Monday, May 2. We will offer all the hot topics and industry experts including IRS back in-person at the Ritz, Pentagon City, 1250 Hayes Street, Arlington, Virgina.  The 2022 conference will pack all the need-to-know tax reporting information from IRS and industry experts into two days plus one day of in-depth tutorials. Register now for the 2022 Conference and Tutorials. CONFERENCE AGENDA: Monday, May 2 - Tutorials 7:30 a.m. - 5:30 p.m.               Registration   8:30 - 11:30 a.m.                      U.S./Domestic Form 1099 Reporting, Backup Withholding, B Notices, and Form 972CG Penalties Cyrus Daftary, KPMG LLP Susan Segar, Deloitte Tax LLP 12:30 - 5:30 p.m.                     NRA and FATCA Form 1042-S Reporting Bootcamp Philip Garlett, KPMG LLP Kelli Wooten, KPMG LLP                                                Tuesday, May 3 - Conference 7:30 a.m. - 5:00 p.m.               Registration 7:30 - 8:30 a.m.                       Continental Breakfast  8:30 - 8:40 a.m.                                Welcome and Introductions Erica Fine, Tax Reporting Group LLC David Weisner, Brown Brothers Harriman & Co.                                                    8:40 - 9:45 a.m.                                Latest and Greatest in IRS Reporting for 2022 Debbie Pflieger, Ernst & Young LLP 9:45 - 10:30 a.m.                             Client/Vendor On-Boarding - Forms W-8 and 1042-S Aureon Herron-Hinds, RSM US LLP Rasheed Khan, TAINA Technology, Ltd. 10:30 - 10:45 a.m.                           Refreshment Break 10:45 a.m. - 12:00 p.m.                           Pensions, IRA and HSA Reporting   Susan Diehl, PenServ Plan Services, Inc.                                             12:00 - 1:15 p.m.                             Lunch –  Sponsored by Sovos Compliance    1:15 - 2:45 p.m.                               Broker Reporting – All the Latest on Form 1099-B Cost Basis, Form 1099-INT, DIV, OID and §871(m) Stevie Conlon, Wolters Kluwer William Scott, Apex Silver Anna Vayser, Wolters Kluwer                                                  2:45 - 3:00 p.m. Refreshment Break 3:00 - 3:45 p.m. Getting Cryptocurrency Right from the Gig Economy Perspective  Jill Dymtrow, Gemini Erin Fennimore, TaxBit Philip Garlett, KPMG LLP                                                                     3:45 - 4:30 p.m.                               Reporting for Lending – Updates on MIP and COVID Assistance (HAF), Cancellation of Debt challenges, Student Loans and other 1099 Lending Issues Kaylene Crouch, Wells Fargo Bank, NA Candace Ewell, Pricewaterhouse Coopers, LLP                                                  Wednesday, May 4 7:30 - 8:30 a.m. Continental Breakfast 8:30 - 8:40 a.m. Welcome and Introductions David Weisner, Brown Brothers Harriman & Co.                                                  8:40 - 10:00 a.m. State Reporting – It’s Not Just IRS Anymore Wendy Walker, Sovos Compliance, LLC Kelli Wooten, KPMG LLP                                                  10:00 - 10:15 a.m.                           Refreshment Break 10:15 - 11:30 a.m.                           NRA Basics – Even If You Don’t Have FATCA Reporting, Every Financial Institution Has NRAs David Bolner, Broadridge Financial Solutions, Inc. William Sheridan, S&P Global Market Intelligence                                           11:30 a.m. - 12:15 p.m.     Advanced NRA and FATCA Discussion, Including 1446(f)  Partnership Reporting Denise Hintzke, Deloitte Tax LLP Tim Rappoccio, Deloitte Tax LLP David Weisner, Brown Brothers Harriman & Co.                                                  12:15 - 1:30 p.m. Lunch –  Sponsored by TaxBit    1:30 - 2:45 p.m.  NRA and FATCA Hot Topics Discussion with IRS Chip Collins, UBS AG Laurie Hatten-Boyd, KPMG LLP Jonathan Jackel, Ernst & Young LLP John Sweeney, Internal Revenue Service  3:00 p.m.              Conference Adjourns    We are grateful to our sponsors:  Apex Silver Broadridge Financial Solutions, Inc. Comply Exchange Limited Deloitte Tax LLP Ernst & Young LLP KPMG LLP Refinitiv RSM US LLP S&P Global Market Intelligence Sovos Compliance LLC TAINA Technology Ltd. TaxBit Thomson Reuters Wolters Kluwer Our sponsors stand ready to offer real tax reporting solutions.   For further information, please call (336) 884-1098 or e-mail erica@taxreportinggroup.com.