Venue
The Ritz-Carlton, Pentagon City
The Ritz-Carlton, Pentagon City, 1250 S Hayes St, Arlington, VA 22202, USA

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Event Date Mon May 1 EDT - Wed May 3 EDT (over 1 year ago)
Location The Ritz-Carlton, Pentagon City
1250 S Hayes St, Arlington, VA 22202, USA
Region Americas
Details

In this events, we have been providing our annual tax reporting and withholding conference with presentations by the IRS and leading industry experts for over 20 years. Recently, we have expanded to provide virtual webinars for our customers to stay current on the latest in tax reporting and withholding updates.

It is owned and managed by Erica Fine. Ms. Fine is a Cornell Law School graduate with twenty years experience providing legal advice in banking, private equity funds, and other financial transactions.

Speakers

2023 Speakers

Deborah Pflieger
Tax Principal, EY

Candace Ewell
Principal, PwC

Aureon Herron-Hinds
National Leader of FATCA and Global Information Reporting Services, RSM

Yvonne Quiero
Tax Advisor, JP Morgan Chase

Wendy Walker
Solution Principal, Sovos

Kelli Wooten
Tax Principal, KPMG

Susan Diehl
President, PenServ

Stevie Conlon
Vice President, Tax and Regulatory Counsel, Wolters Kluwer

Anna Vayser
Product Manager - Withholding Tax Products , Wolters Kluwer

Patricia
Wolters Kluwer

Patricia Neil
Apex Silver

Cyrus Daftary
Tax Principal, KPMG

Jill Dymtrow
Director of Tax Information Reporting, Gemini

Erin Fennimore
TaxBit

Jake Braun
North America Strategy Lead, TAINA

Aureon Herron-Hinds
National Leader of FATCA and Global Information Reporting Services, RSM

Edward Dearolf
Director - Service Delivery, Broadridge

Tara Ferris
Principal, EY

David Weisner
BBH

Chip Collins
UBS

Laurie Hatten-Boyd
Principal, KPMG

Jonathan Jackel
Managing Director, EY

John Sweeney
IRS

Denise Hintzke
Global Information Reporting Market Leader, Deloitte

Susan Segar
Managing Director, Deloitte

Jessica Metts
Director Of Client Services, Comply Exchange

William Sheridan
Managing Director, Global Head of Tax Solutions, S&P Global

Sponsors & Partners

2023 Sponsors

• Apex Silver
• BetaNXT
• Broadridge
• Comply Exchange
• Deloitte Tax LLP
• Ernst & Young
• KPMG
• RSM
• S&P Global
• Sovos
• TAINA
• TaxBit
• Wolters Kluwer