CPE Webinars

Tax Withholding and Information Reporting Virtual Basic Bootcamp - November 9, 2020 (8:00 AM-12:00 PM CST)

This three-hour course covers the fundamentals of documentation, reporting, and withholding rules relating to cross-border payments including Chapter 3 (NRA); Chapter 4 (FATCA); and Chapter 61 (domestic).

Thank you to our sponsor: KPMG!

This course is designed for:

  • Tax Department Personnel
  • Operations Department Personnel
  • Compliance Professionals
  • Internal/External Auditors
  • Trust Tax Representatives
  • Newly Admitted and Experienced Legal Counsel
  • MIS/Systems Professionals
  • Thrift Representatives
  • CPA Advisors
  • Accounts Payable Personnel

Learning Objectives:

Withholding agents need to know three different documentation, reporting, and withholding regimes, and how they relate to each other and how the requirements change for when the obligation is in the US versus outside the US.

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 New York governing Minimum Continuing Legal Education. 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.


Tara Ferris (Partner/Principal, Ernst & Young LLP)

Kelli Wooten (Managing Director, KPMG LLP)

Kevin Sullivan (Managing Director and Tax Executive, Bank of America)

Software & Hardware Requirements:

  • 56k or Greater Internet Connection


Price (USD)

Standard: $169.00


Course Code : ACE-19057_LZ

Expire Date : 11/10/2020
Credits :
CPE 4.00
IRS CE 4.00

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

Event Date : 11/09/2020 08:00 AM

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