Oct
10
9:00 AM09:00

The 33rd Tax Witholding & Information Reporting Bootcamp

This bootcamp is a one-day intensive primer on the fundamentals of documentation, reporting and withholding rules relating to cross-border payments.

Through the use of flowcharts and case studies, this session will illustrate the purpose of the rules and make the rules easier to remember and comprehend. Examples of scenarios that will be covered are: 

  • An individual opens a bank account to collect payments made to his consulting company. What documentation is required, in the absence of valid documentation, and what withholding regime applies? Could FATCA be involved?
  • A foreign vendor provides goods, services, and intangible assets to a U.S. client. How are the various payments to be documented and reported? Could withholding apply to some but not all of the payments? Are expense reimbursements subject to reporting and possibly withholding? What would be the implications if an income tax treaty applied? What forms are used for reporting? Are any returns required by the withholding agent? Does FATCA apply? What happens if the vendor opens a bank account in the U.S.?
  • A foreign company makes investments underlying owners. Is FATCA implicated? If so, what is the interaction between FATCA and the nonresident alien withholding rules? If no documentation is provided, what are the presumption rules for determining whether FATCA, NRA reporting and withholding, or domestic withholding and reporting applies?
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Oct
11
to Oct 12

The 33rd Tax Witholding & Information Reporting Conference

  • Crowne Plaza, Times Square (map)
  • Google Calendar ICS

Join us for a two day conference this October that covers all of the key withholding and reporting regimes. Why attend?

  • You'll hear from industry peers and top practitioners on the best strategies to overcome some of the most challenging developments in the withholding tax and reporting area in over a decade.
  • Key government officials are invited to interact with the financial industry which allows both parties to hear each other's concerns and key issues.
  • Cutting edge topics will be addressed in depth – there is always something new!
  • Sessions focus on practical operational solutions not just on the tax technical rules and cutting edge issues.
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Jun
7
to Jun 8

International Tax Withholding & Information Reporting Conference

  • Crowne Plaza Hotel, Times Square (map)
  • Google Calendar ICS

Join us for a two day conference this June that covers all of the key withholding and reporting regimes. Why attend?

  • You'll hear from industry peers and top practitioners on the best strategies to overcome some of the most challenging developments in the withholding tax and reporting area in over a decade.
  • Key government officials are invited to interact with the financial industry which allows both parties to hear each other's concerns and key issues.
  • Cutting edge topics will be addressed in depth – there is always something new!
  • Sessions focus on practical operational solutions not just on the tax technical rules and cutting edge issues.
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Jan
19
1:00 PM13:00

Live Webinar: Understanding the Effects of the New Tax Act (2018)

The Tax Cuts and Jobs Act (TCJA), enacted into law on December 22, 2017, is the most significant change to federal income taxes since the Tax Reform Act of 1986. Get your questions about the new act answered with a live webinar from the Loscalzo Institute and hosted by industry expert Edward Zollars, CPA.

After this live webinar, participants will understand:

  • The changes in tax rates applicable to all taxpayers under TCJA
  • How to calculate the applicable qualified business deduction available for passthrough entities
  • The impact on business taxpayers of the new depreciation and interest provisions
  • How to assist clients in preparing for the impact of TCJA

Recommended CPE Credit: 2 hours
Field of Study: Tax
Cost: $89.00

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Dec
22
11:00 AM11:00

Live Webinar: Understanding the Effects of the New Tax Act (2017)

DECEMBER 22, 2017 | 11:00 AM - 1:00 PM ET

The enactment of the new tax act has created new opportunities and challenges in tax practice, along with a flood of questions from clients about how this law will impact them. The new law will bring significant changes in tax practice, along with a flood of questions from clients about how this law will impact them.

Get the answers to the questions you and your clients have by attending this webinar, hosted by industry expert Edward Zollars, CPA.

Recommended CPE Credit: 2 hours
Field of Study: Tax
Cost: $89.00

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