Overview

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:

  • hot topics relating to Chapters 3, 4 and 61,
  • the latest on IRS audit initiatives,
  • mandatory disclosure rules and DAC6,
  • tax reporting challenges and solutions with a focus on technology, and
  • anticipated final Section 1446(f) withholding rules.

Global Tax Reporting Symposium

The Latest on Reporting and Withholding

Date

October 07 - October 08, 2020

Location

Virtual

Hosted by

SIFMA and WSTEC

Registration Rates – Until 10/7/20

  • Member $199
  • Non-Member $299
  • Regulator $75

Overview

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:

  • hot topics relating to Chapters 3, 4 and 61,
  • the latest on IRS audit initiatives,
  • mandatory disclosure rules and DAC6,
  • tax reporting challenges and solutions with a focus on technology, and
  • anticipated final Section 1446(f) withholding rules.

Program

10:00am – 11:00am

Virtual Exhibit Hall

11:00am – 11:05am

Participants

Jillian Enoch

Speaker

Jillian Enoch

Vice President, Federal Government Relations

SIFMA

Jillian Enoch’s Biography

11:05am – 12:35pm

The panel will bring together members from industry and the IRS to discuss current issues impacting withholding agents.

The panel will bring together members from industry and the IRS to discuss current issues impacting withholding agents.

Participants

Kevin V. Sullivan, Chip K. Collins, Tara Ferris, Kimberly A. Schoenbacher, John Sweeney

Moderator

Kevin V. Sullivan

Managing Director & Tax Executive, Global Tax Policy

Bank of America

Kevin V. Sullivan’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

Kimberly A. Schoenbacher

Acting Director of Field Operations Foreign Payments Practice, 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 – 1:40pm

Participants

Alex Brosseau, Jonathan Traub

Speakers

Alex Brosseau

Senior Manager in the Tax Policy Group

Deloitte Tax LLP

Alex Brosseau’s Biography

Jonathan Traub

Managing Principal

Deloitte Tax LLP

Jonathan Traub’s Biography

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…

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.

Participants

Karan Mosley, Cyrus Daftary, Chris Galanto, Laurie Hatten-Boyd, Edward Kromberg, Robert Lombardi

Moderator

Karan Mosley

Director of Global Information Reporting and Tax Withholding

Barclays

Karan Mosley’s Biography

Panelists

Cyrus Daftary

Tax Principal

KPMG

Cyrus Daftary’s Biography

Chris Galanto

Senior Revenue Agent, IRS LB&I Foreign Payments Practice

Internal Revenue Service (IRS)

Chris Galanto’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

Robert Lombardi

Director, Tax Department

Credit Suisse

Robert Lombardi’s Biography

2:50pm – 3:50pm

Virtual Exhibit Hall

10:00am – 11:00am

Virtual Exhibit Hall

11:00am – 11:05am

Participants

Jillian Enoch

Speaker

Jillian Enoch

Vice President, Federal Government Relations

SIFMA

Jillian Enoch’s Biography

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…

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.

Participants

Frederic Bousquet, Emmet Bulman, Daniel Shamir, David Weisner

Moderator

Frederic Bousquet

Senior Vice President and Compliance Senior Officer

Wells Fargo

Frederic Bousquet’s Biography

Panelists

Emmet Bulman

Director, Financial Services Tax

PwC

Emmet Bulman’s Biography

Daniel Shamir

Banking Laws and Fiscal Regulations Compliance Officer

BNP Paribas Securities Services

Daniel Shamir’s Biography

David Weisner

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

Brown Brothers Harriman

David Weisner’s Biography

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.

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.

Participants

Dana Flynn, David Bolner, T.J. Harlan, Neal Ruskin, Ian Unger

Moderator

Dana Flynn

Executive Director

Morgan Stanley

Senior Tax Advisor, Wealth Management Operations Tax Compliance

Morgan Stanley

Dana Flynn’s Biography

Panelists

David Bolner

Vice President, Regulatory Tax Compliance

Broadridge Financial Solutions

David Bolner’s Biography

T.J. Harlan

Executive Director

Morgan Stanley

T.J. Harlan’s Biography

Neal Ruskin

Managing Partner, Product Development

Silver Management Group, Inc.

Neal Ruskin’s Biography

Ian Unger

Global Tax Information Reporting and Withholding Advisor

Google

Ian Unger’s Biography

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…

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.

Participants

Stephanie White, Stevie D. Conlon, Jonathan Jackel, Subin Seth

Moderator

Stephanie White

Vice President, Corporate Tax

Morgan Stanley

Stephanie White’s Biography

Panelists

Stevie D. Conlon

Vice President, Tax & Regulatory Counsel

Wolters Kluwer Financial Services

Stevie D. Conlon’s Biography

Jonathan Jackel

Managing Director, Information Reporting & Withholding, Financial Services Organization

EY

Jonathan Jackel’s Biography

Subin Seth

Senior Counsel, Office of Associate Chief Counsel

Internal Revenue Service (IRS)

Subin Seth’s Biography

Venue

Virtual Gathering


Webinars, Webcasts, Virtual

Join us online for live and on-demand sessions! Participation instructions will be sent in advance of the event.

Picture of venue

Accreditation

CLE

NY State CLE and CPE Credits will be available for this virtual event.

Media

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.

Terms and Conditions

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.