Conferences

June 2021 Tax Withholding and Information Reporting Virtual Basic Bootcamp (June 7, 2021, 9:00 AM - 1:00 PM EDT)

This four-hour course covers: intro to IRW, fundamentals of documentation, reporting, FATCA refresher and an intro to CRS.

Thank you to our sponsor: EY!

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 for more information regarding refund and complaint resolution policies.

Kaplan Financial Education powered by SmartPros is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CLE CREDIT

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.

ENROLLED AGENT CREDIT

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.




Software & Hardware Requirements:

  • 56k or Greater Internet Connection

Buy

Price (USD)

Standard: $169.00

Details

Course Code : ACE-19088_LZ


Expire Date : 06/08/2021
Credits :
CPE 4.00
IRS CE 4.00

Event Date : 06/07/2021 09:00 AM
Course Level : Basic
Course Type : Group Internet-Based

Format Type : Webinar
Field Of Study : Taxes

Included In

Returning Subscribers

Login
- OR -
Login