Overview

The 2021 Virtual Global Tax Reporting Symposium brought together industry and government experts to discuss the complex and evolving tax compliance regimes financial services firms are facing today and the impact of these regimes on firms in the global marketplace.

Global Tax Reporting Symposium – 2021 Program

The Latest on Reporting and Withholding

Date

October 19 - November 20, 2021

Location

Virtual

Hosted by

SIFMA and WSTEC

Overview

The 2021 Virtual Global Tax Reporting Symposium brought together industry and government experts to discuss the complex and evolving tax compliance regimes financial services firms are facing today and the impact of these regimes on firms in the global marketplace.

Program

10:20am – 10:55am

Join us to hear live thought leadership sessions presented via Digital Learning Labs, a 15-minute presentations hosted by representatives from our sponsoring firms and packed with need-to-know information.

Join us to hear live thought leadership sessions presented via Digital Learning Labs, a 15-minute presentations hosted by representatives from our sponsoring firms and packed with need-to-know information.

10:20am – 10:35am

Automating Your Tax Operations, Sponsored by IHS Markit

10:40am – 10:55am

Evolving Along With Your Business is Tax Solutions Job #2, Sponsored by Refinitiv

11:00am – 11:05am

Participants

William Cardon

Speaker

William Cardon

Assistant Vice President, Federal Government Affairs

SIFMA

William Cardon’s Biography

11:05am – 12:35pm

Participants

Paul Heller, Chip K. Collins, Tara Ferris, Sasha Lanes, Kimberly A. Schoenbacher, John Sweeney

Moderator

Paul Heller

Managing Director, Taxation U.S. Information Reporting

Royal Bank of Canada

Paul Heller’s Biography

Panelists

Chip K. Collins

Managing Director & Group Head of QI Compliance and FATCA

UBS AG

Chip K. Collins’s Biography

Tara Ferris

Principal, Financial Services

EY

Tara Ferris’s Biography

Sasha Lanes

Electronic Products & Services Support (EPSS) Director

Internal Revenue Service (IRS)

Sasha Lanes’s Biography

Kimberly A. Schoenbacher

Director of Field Operations Foreign Payments Practice and Automatic Exchange of Information, New York

Internal Revenue Service (IRS)

Kimberly A. Schoenbacher’s Biography

John Sweeney

Special Counsel in the Office of Associate Chief Counsel

Internal Revenue Service (IRS)

John Sweeney’s Biography

12:50pm – 1:30pm

Participants

William Cardon, Jon Talisman

Moderator

William Cardon

Assistant Vice President, Federal Government Affairs

SIFMA

William Cardon’s Biography

Speaker

Jon Talisman

Managing Partner

Capitol Tax Partners

Jon Talisman’s Biography

1:50pm – 2:50pm

Participants

Kevin V. Sullivan, Cyrus Daftary, Laurie Hatten-Boyd, Edward Kromberg, Kimberly A. Schoenbacher, Barry Voss

Moderator

Kevin V. Sullivan

Managing Director & Tax Executive, Global Tax Policy

Bank of America

Kevin V. Sullivan’s Biography

Panelists

Cyrus Daftary

Tax Principal

KPMG

Cyrus Daftary’s Biography

Laurie Hatten-Boyd

Principal, Washington National Tax

KPMG

Laurie Hatten-Boyd’s Biography

Edward Kromberg

Senior Revenue Agent

Internal Revenue Service (IRS)

Edward Kromberg’s Biography

Kimberly A. Schoenbacher

Director of Field Operations Foreign Payments Practice and Automatic Exchange of Information, New York

Internal Revenue Service (IRS)

Kimberly A. Schoenbacher’s Biography

10:50am – 10:55am

Participants

Karan Mosley

Speaker

Karan Mosley

Director of Global Information Reporting and Tax Withholding

Barclays

Karan Mosley’s Biography

11:05am – 12:05pm

Breakout Sessions

Participants

David Weisner, Suzi Evans, Alina Kirzner, Paul Radcliffe

Moderator

David Weisner

Senior Vice President, Head of the Products & Practice, Global Tax Services

Brown Brothers Harriman

David Weisner’s Biography

Panelists

Suzi Evans

Director, Investment Management Tax

Deloitte EMEA

Suzi Evans’s Biography

Alina Kirzner

Vice President, Global Tax Services

Brown Brothers Harriman & Co.

Alina Kirzner’s Biography

Paul Radcliffe

Partner

EY

Paul Radcliffe’s Biography

Participants

Nicholas Yannaci, Gregory Cioffi, Jonathan Cutler, Anna Vayser

Moderator

Nicholas Yannaci

Director, Global Tax

UBS AG

Nicholas Yannaci’s Biography

Panelists

Gregory Cioffi

Executive Director, Corporate Tax Information Reporting and Withholding Group

JPMorgan Chase & Co.

Gregory Cioffi’s Biography

Jonathan Cutler

Senior Manager, Washington National Tax

Deloitte Tax LLP

Jonathan Cutler’s Biography

Anna Vayser

Product Manager - Witholding Tax Products

Wolters Kluwer Financial Services

Anna Vayser’s Biography

12:20pm – 1:20pm

Participants

Seth Poloner, Ari Cohen, Peter Larsen, Rebecca Lee

Moderator

Seth Poloner

Executive Director and Global Head of the Operational Tax Advisory Group

Morgan Stanley

Seth Poloner’s Biography

Panelists

Ari Cohen

Director, Tax

BNP Paribas

Ari Cohen’s Biography

Rebecca Lee

Principal, International Tax Services

PwC

Rebecca Lee’s Biography

1:35pm – 2:35pm

Participants

Stephanie White, Jonathan Jackel, Jay J Klein, Subin Seth

Moderator

Stephanie White

Vice President, Corporate Tax

Morgan Stanley

Stephanie White’s Biography

Panelists

Jonathan Jackel

Managing Director, Information Reporting & Withholding, Financial Services Organization

EY

Jonathan Jackel’s Biography

Jay J Klein

Principal

PwC

Jay J Klein’s Biography

Subin Seth

Senior Counsel, Office of Associate Chief Counsel

Internal Revenue Service (IRS)

Subin Seth’s Biography