SIFMA, 120 Broadway # 35, New York, NY 10271, USA

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Event Date Wed Oct 23 EDT - Thu Oct 24 EDT (almost 2 years ago)
Location SIFMA
120 Broadway # 35, New York, NY 10271, USA
Region Americas

SIFMA and WSTEC’s 2019 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. Leading experts will share industry best practices on withholding, reporting, client identification and remediation, and technology and operational issues.


2019 Speakers

Kevin V. Sullivan
Managing Director & Tax Executive, Head, U.S. Information Reporting Advisory, Bank of America

Karan Mosley
Director of Global Information Reporting and Tax Withholding, Barclays

Alina Kirzner
VP, Global Tax Services, Brown Brothers Harriman & Co.

Jessica Reif-Caplan
Senior Tax Counsel, Fidelity Investments

Carles Farre
Principal, International Tax, KPMG LLP

Nicholas Yannaci
Director, Global Tax, UBS AG

Jake Braun
North America Strategy Lead, TAINA Technology Limited

Will Fernandez
Senior Manager, Global Information Reporting, Deloitte Tax LLP

Tim Rappoccio
Tax Counsel, AQR Capital Management, LLC

Dana Flynn
Director, Corporate Tax Department, BNP Paribas

Jada Griffin
Senior Tax Manager, Bank of America

Zal Kumar
Partner, Mayer Brown

David Weisner
Senior Vice President, Head of the Products & Practice, Global Tax Services, Brown Brothers Harriman

Paul Heller
Director, RBC

Chip K. Collins
Managing Director & Group Head of QI Compliance and FATCA, UBS AG

Jonathan Jackel
Executive Director, Financial Services Organization, EY

Sponsors & Partners

2019 Sponsors and Partners

• EY
• Scivantage – E2E
• Silver Management Group
• Wolters Kluwer

• Broadridge
• Deloitte
• IHS Markit

• Amazon Web Services
• Broadridge
• Deloitte
• EY
• Fidelity Investments
• Hearsay Systems
• PwC
• Tata Consultancy Services