CPE Webinars

Tax Withholding and Information Reporting Virtual Conference (November 12, 2020 8:30 AM-12:15 PM and November 13, 2020 8:30 AM -12:00 PM EST)

This two-day virtual conference will cover the latest updates on Section 1446(f) regulations, Common Reporting Standards (CRS) and other hot topics. The conference will also include updates and discussions with the IRS and other industry experts.

This course is designed for:

  • Tax Department Personnel
  • Operations Department Personnel
  • Compliance Professionals
  • Internal/External Auditors
  • Newly Admitted or Experienced Legal Counsel
  • CPA Advisors

Learning Objectives:

  • Understand the complexities inherent in the crossborder withholding tax regulations
  • Determine the potential client relations and risk implications inherent in these rules

No course prerequisites or advanced preparation is required.

Please refer to our website at (https://ecampus.smartpros.com/modules/MediaLibrary/MediaLibraryLinks.aspx?LinkPageID=7039) for more information regarding refund and complaint resolution policies.


The number of credits for both the Bootcamp and the Conference will be determined by the CLE board. We will be applying for approval with Minimum Continuing Education Legal Education Credit by the State Bar of New York. These activities conform to the standards for approved education activities prescribed by the rules and regulations of the State Bar of New York. It will be the responsibility of the attendee to verify with their home state regarding reciprocity credit and the forms needed to request CLE credit. Kaplan Financial Education, powered by Loscalzo Institute, will not be applying for CLE credit in states other than listed prior. Some states accept participation from other states, and this may vary depending on each state's rules and regulations. To verify acceptance and hours in your state, or other states, please contact the respective local State Bar Association.

We have a Hardship Policy with discounted fees for unemployed attorneys and newly admitted attorneys. Please contact our office for details.


We will be applying with the IRS for CE and reporting the credits directly to them following the conference, with certificates being issued following the conference.

Speakers for this event include:

  • Chip Collins, UBS
  • Cyrus Daftary, KPMG
  • Tara Ferris, EY
  • Jonathan Jackel, EY
  • Laurie Hatten-Boyd, KPMG
  • John Sweeney, IRS ACCI
  • Subin Seth, IRS ACCI
  • Jenny Turner, UBS
  • Robin King, Deloitte AG
  • Kim Schoenbacher, IRS
  • Rob Limerick, PWC
  • Denise Hintzke, Deloitte

Software & Hardware Requirements:

  • 56k or Greater Internet Connection


Price (USD)

Standard: $649.00


Course Code : ACE-19056_LZ

Expire Date : 11/14/2020
Credits :
CPE 7.00

Course Level : Basic
Course Type : Group Internet-Based
Format Type : Webinar
Field Of Study : Taxes

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