April, 27 - 28, 2021







About the Event

Welcome to our 2021 virtual conference! Over the course of the two days, we will dive into all the need-to-know tax reporting information from IRS and industry experts, and provide opportunities to connect and learn from our sponsors at their virtual exhibition booths. All the hot topics from crypto to PPP loans as well as RMDs and FATCA will be covered.

Don’t miss our other upcoming virtual events! We will be hosting three in-depth tutorials and a virtual webinar series to help you comply with the constantly changing rules and penalties. Please CONTACT US to request information and to register for our exciting 2021 virtual events.


Tuesday, April 27, 2021

 10:00-11:00 a.m.  

Exhibit Hall Open – Visit our sponsor exhibitions to learn the latest in real tax reporting solutions

11:00-11:50 a.m.

Latest and Greatest from IRS and IRSAC

Debbie Pflieger, Ernst & Young LLP

 12:00-12:50 p.m.

Account Opening and Vendor On-Boarding Including Forms W-8s, Electronic Signatures and W-9s, Presumption Rules

Iris Goldman, Comply Exchange Limited

Aureon Herron-Hinds, RSM US LLP

1:00-2:00 p.m.

Break / Visit Exhibit Hall

 2:00 - 2:50 p.m.

NRA/FATCA Session 1 including New Forms and Regulations, 1042-S and 871(m)

William Sheridan, IHS Markit

Nelson Suit, Refinitiv

 3:00-3:50 p.m.

NRA/FATCA Session 2 including IRS

John Sweeney, Internal Revenue Service

Subin Seth, Internal Revenue Service

Laurie Hatten-Boyd, KPMG LLP

Chip Collins, UBS AG

 4:00-4:50 p.m.

DAC 6 and CRS

Denise Hintzke, Deloitte Tax LLP

Cordula Clarner, Schalast Rechtsanwälte

Wednesday, April 28, 2021

 10:00-11:00 a.m.  

Visit Exhibit Hall

11:00-11:50 a.m.

Broker Reporting including Crypto

Stevie Conlon, Wolters Kluwer

Anna Vayser, Wolters Kluwer

 12:00-12:50 p.m.

Proposed Rules for Form 1099-K and Third Party Network Transactions under the American Rescue Plan Act and Forms 1099-NEC and MISC

Cyrus Daftary, KPMG LLP

Kelli Wooten, KPMG LLP

1:00-2:00 p.m.

Break / Visit Exhibit Hall

2:00-2:50 p.m.

IRAs and Pensions including New RMD, Regulations, CARES Act Rollovers

Sue Diehl, PenServ Plan Services, Inc

 3:00-3:50 p.m.

Lending Issues including SBA Interest Payments and PPP Loan Forgiveness

Cheryl Riedlinger, The Tax Reporting Group

Kaylene Crouch, Wells Fargo Bank, NA

 4:00-4:50 p.m.

State Reporting

Wendy Walker, Sovos Compliance

David Bolner, Broadridge Financial Solutions, Inc.

Contact Us

If you have questions about this event, please contact:

Frequently Asked Questions

Login using your e-mail.Go to the auditorium to find all the sessions.
Login using your e-mail. Go to the exhibit hall to find all the exhibitors. Click on an exhibitor's booth to find their chatroom.
Yes. Session recordings will be available for an additional 30 days.
Please contact us to request information and to register for our exciting 2021 virtual events.
Following the conference, we will provide conference completion certificates upon request which can be submitted for CPE or CLE credit. Please submit your request and include that you certify the hours you attended to:
For any technical assistance, you can visit information desk and click on the technical support banner to find techical support chatroom.
Yes. You can ask questions during the sessions and the panelists will answer questions at the end of each session.