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Join SIFMA and the SIFMA C&L Society on January 21, 2021 from 1:00-2:15pm ET for our latest webinar on how…
The 2020 Virtual Global Tax Reporting Symposium will bring 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. Industry leaders will share their insights and best practices on:
On Demand Content Available
Already Registered? View On Demand Now
The 2020 Virtual Global Tax Reporting Symposium will bring 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. Industry leaders will share their insights and best practices on:
On Demand Content Available
Already Registered? View On Demand Now
Registration Rates | $199 |
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Registration Rates | $299 |
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Registration Rates | $75 |
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Member | Non-Member | Regulator | |
---|---|---|---|
Registration Rates | $199 | $299 | $75 |
Registration questions? Contact Meghan Brook | Program questions? Contact Jillian Enoch
Cancellation within 48 hours of the virtual event will be subject to a $25 cancellation fee. No substitutions or transfers will be accepted.
Please note: Access instructions will be sent within 24 hours of the start of this virtual event.
10:00am – 11:00am
11:00am – 11:05am
Jillian Enoch
11:05am – 12:35pm
The panel will bring together members from industry and the IRS to discuss current issues impacting withholding agents.
Kevin V. Sullivan, Chip K. Collins, Tara Ferris, Kimberly A. Schoenbacher, John Sweeney
Managing Director & Tax Executive, Global Tax Policy
Managing Director & Group Head of QI Compliance and FATCA
Acting Director of Field Operations Foreign Payments Practice, New York
Special Counsel in the Office of Associate Chief Counsel
12:50pm – 1:40pm
Alex Brosseau, Jonathan Traub
1:50pm – 2:50pm
Tune into this panel for a discussion with IRS officials and industry practitioners on the latest IRS audit campaigns. Panelists will discuss recent audit initiatives as well as best practices for avoiding foot faults.
Karan Mosley, Cyrus Daftary, Chris Galanto, Laurie Hatten-Boyd, Edward Kromberg, Robert Lombardi
Director of Global Information Reporting and Tax Withholding
Senior Revenue Agent, IRS LB&I Foreign Payments Practice
2:50pm – 3:50pm
10:00am – 11:00am
11:00am – 11:05am
Diane Simons
Managing Director, Global Head of Tax Advisory
President
11:05am – 12:05pm
The broad scope of the European Union’s DAC 6 directive affects many cross-border tax planning structures, even if they are fully in line with the local tax regulations. This panel will discuss the latest updates for DAC6 as well as the compliance challenges.
Frederic Bousquet, Emmet Bulman, Daniel Shamir, David Weisner
Senior Vice President and Compliance Senior Officer
Banking Laws and Fiscal Regulations Compliance Officer
Senior Vice President, Head of the Products & Practice, Global Tax Services
12:20pm – 1:20pm
This panel will discuss how tax and technology work together, failures and successes, and how COVID-19 is changing how firms use technology for tax compliance.
Dana Flynn, David Bolner, T.J. Harlan, Neal Ruskin, Ian Unger
Executive Director
Senior Tax Advisor, Wealth Management Operations Tax Compliance
Managing Partner, Product Development
1:35pm – 2:35pm
The section 1446(f) law and regulations on withholding on sales of partnership interests continue to provide challenges for the industry and with final regulations expected soon, this panel will discuss what firms may be able to expect and what they need to know to comply.
Stephanie White, Stevie D. Conlon, Jonathan Jackel, Subin Seth
Managing Director, Information Reporting & Withholding, Financial Services Organization
Webinars, Webcasts, Virtual
Join us online for live and on-demand sessions! Participation instructions will be sent in advance of the event.
Sponsorship Questions? Contact Diana Serri at 212.313.1258.
NY State CLE and CPE Credits will be available for this virtual event.
Media Inquiries
Contact Lindsay Gilbride at 202.962.7390
Media Registration
Contact Evan Grogan at 212.313.1134
Policy
View SIFMA’s official press policy.
Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. View our Code of Conduct and anonymous incident report form.
Attendee Roster
For your name to be included in the Attendee Roster, your completed registration form and payment must be received no later than two weeks prior to the event. Registrations received after that time will not be included in the Roster.
Cancellations and Substitutions
Cancellation within 48 hours of the virtual event will be subject to a $25 cancellation fee. No substitutions or transfers will be accepted.
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