ONESOURCE Tax Information Reporting

GENERAL INFORMATION

Overview

Conference at a Glance

Hotel & Travel

Pricing

ABOUT THE FORUM

The Tax Information Reporting Forum is now part of SYNERGY 2012 - JOIN THE JOURNEY (formerly the ONESOURCE Global User Conference). This educational tax compliance program is available to those who are not current ONESOURCE users.

Current ONESOURCE users who register for SYNERGY 2012 can attend all of the Forum sessions in addition to the regular conference sessions.

Overview

Hear Jon Buschman talk about why you should attend the Tax Information Reporting Forum November 6 & 7:

The IRS continues to make changes with regards to FATCA, W-8 forms and 1099 Compliance. Learn the new rules and interpretations, along with ways to plan for the big changes ahead at our 2012 Tax Information Reporting Forum.

The Tax Information Reporting Forum will be held November 6 & 7, at the Gaylord Texan in Dallas.

Jerri Langer and Marianne Couch from COKALA Tax Information Reporting and many other leading industry experts will speak at the Information Reporting Forum to offer a wide variety of informative sessions that will cover:

Tax Treaty Benefits for A/P Payments by Foreign Vendors
State Reporting and Withholding Review
FATCA for US companies, specifically non-financial institutions
FATCA and how it relates to US and foreign financial institutions
Pension and Retirement Reporting (1099R and 5498)
6050W and 1099K Reporting
B-Notices and TIN Compliance And many more!

Conference at a Glance

GENERAL AGENDA

For a detailed agenda of sessions, click here.

MONDAY, NOVEMBER 5, 2012
6:30 PM - 8:30 PM	Welcome Reception
TUESDAY, NOVEMBER 6, 2012
10:05 AM - 10:55 AM	Tax Information Reporting General Session
11:05 AM - 11:55 AM	Breakout Sessions
12:00 PM - 1:00 PM	Lunch
1:00 PM - 5:25 PM	Breakout Sessions
6:00 PM - 7:30 PM	Exhibitor Reception
WEDNESDAY, NOVEMBER 7, 2012
8:30 AM - 11:55 AM	Breakout Sessions
12:00 PM - 1:00 PM	Lunch
1:00 PM - 5:25 PM	Breakout Sessions

We look forward to seeing you in Dallas!

Hotel

fontaine Brimming with authentic Texas style and hospitality, the awe-inspiring Gaylord Texan Hotel and Convention Center invites you to experience the energy and excitement of the Lone Star State. Overlooking beautiful Lake Grapevine, Gaylord Texan is just six minutes from the Dallas-Fort Worth International Airport. Experience a 360° walkthrough now and discover the difference!

Special Room Rate: $224

Pricing

Full registration includes meals, sessions and events: $995

SESSIONS

The D100 sessions are on November 5th as part of the SYNERGY Conference for clients only.
D200 sessions are for both SYNERGY and Forum participants.

TITLE:	D100 – What's New in Tax Information Reporting
SPEAKER:	Jon Buschman
Company:	Thomson Reuters
Topic:	Strategies in 1099 reporting technology and automation
TITLE:	D101 – What's New in ONESOURCE Tax Information Reporting
SPEAKER:	Sharon Rector
Company:	Thomson Reuters
Topic:	Strategies in 1099 reporting technology and automation
TITLE:	D102 – ONESOURCE Tax Information Reporting Hot Topics
SPEAKER:	Sharon Rector
Company:	Thomson Reuters
Topic:	Review of various product features and functions for which we receive many questions from users
TITLE:	D103 – Technology and Tax information Reporting
SPEAKER:	Tim Rendulic
Company:	Thomson Reuters
Topic:	The impact of the latest technology changes on tax information reporting
TITLE:	D104 – U.S. Compliance for Non-resident Aliens
SPEAKER:	Ken Hoggard
Company:	Thomson Reuters
Topic:	An introduction to ONESOURCE Tax Information Reporting US Compliance for Foreign Entities software and services
TITLE:	D201 – B-Notices and TIN Compliance
SPEAKER:	Marianne Couch
Company:	COKALA
Topic:	This session covers all facets of B-Notice processing and the TIN compliance issues
TITLE:	D202 – Difficult Conversations
SPEAKER:	Maria Murphy
Company:	Ernst & Young, LLP
Topic:	Role plays with management about IRW, customers/payees about various types of complaints, as well as conversations with IRS agents
TITLE:	D203 – Tax Treaty Benefits for A/P Payments by Foreign Vendors
SPEAKER:	Paula Singer
Company:	Thomson Reuters
Topic:	Understanding how tax treaties apply to A/P payments to foreign vendors for services, royalties, and rents
TITLE:	D204 – State Reporting and Withholding Review
SPEAKER:	Marianne Couch
Company:	COKALA
Topic:	States that have compliance initiatives (enforcement) going on or major changes, affecting Form 1099-MISC and Form 1099-R state reporting
TITLE:	D205 – Update of IRS Information Reporting Form (1099s and 1042-S)
SPEAKER:	Shaun Chooi
Company:	Thomson Reuters
Topic:	This session covers the latest federal tax information reporting form changes to accommodate new rules and regulations
TITLE:	D206 – FATCA for U.S. Companies, Specifically Non-Financial Institutions
SPEAKER:	Debbie Pflieger
Company:	Ernst & Young, LLP
Topic:	for U.S. companies, emphasizing non-financial institutions
TITLE:	D207 – Pension and Retirement Reporting (1099R and 5498)
SPEAKER:	Susan Diehl
Company:	PenServ Plan Services
Topic:	This session provides an overview of retirement reporting requirements for Forms 5498,1099R, and 1042S including income tax withholding requirements and procedures
TITLE:	D208 – Update on Taxable Fringe Benefits and IRS Examinations
SPEAKER:	Marianna Dyson
Company:	Miller & Chevalier Chartered
Topic:	This session covers specific forms of potentially taxable fringe benefit payments and increased focus on these items by the IRS
TITLE:	D209 – FATCA and How it Relates to U.S. and Foreign Financial Institutions
SPEAKER:	Laurie Hatten-Boyd
Company:	KPMG
Topic:	This session will cover the Foreign Account Tax Compliance Act (FATCA) and how it relates to U.S. and foreign financial institutions
TITLE:	D210 – Overview of What's New in 1099 Reporting and IRPAC Update
SPEAKER:	Jerri Langer
Company:	COKALA
Topic:	Changes in regulations, forms, reporting requirements, etc. issued by the IRS
TITLE:	D211 – 6050W and 1099-K Reporting
SPEAKER:	Jerri Langer
Company:	COKALA

SPEAKERS

Jon Buschman

Thomson Reuters

D100

What's New in Tax Information Reporting

Marianne Couch

COKALA Tax Information Reporting Solutions Sessions

D204	State Reporting and Withholding Review
D201	B-Notices and TIN Compliance

Shaun Chooi

Thomson Reuters

D205

Update of IRS Information Reporting Forms (1099s and 1042-S)

Susan Diehl

Dir. Technical Consulting Services, PenServ Plan Services

D207

Pension and Retirement Reporting (1099R and 5498)

Marianna G. Dyson.

Miller & Chevalier Chartered

D208

Update on Taxable Fringe Benefits and IRS Examinations

Laurie Hattten-Boyd

KPMG

D209

FATCA and how it relates to U.S. and foreign financial institutions

Ken Hoggard

Thomson Reuters

D104

US Compliance for Non-resident Aliens

Maria Murphy

Executive Director, Tax Services, Ernst & Young, LLP

D202

Difficult Conversations

Deborah Pflieger

Executive Director, Tax Services, Ernst & Young, LLP

D206

FATCA for U.S. Companies, Specifically Non-financial Institutions

Sharon Rector

Thomson Reuters

D101	What's New in ONESOURCE Tax Information Reporting
D102	ONESOURCE Tax Information Reporting Hot Topics

Tim Rendulic

Thomson Reuters

D103

Technology and Tax Information Reporting

Paula Singer, Esq.

Thomson Reuters

D203

Tax Treaty Benefits for A/P Payments by Foreign Vendors

Jerri LS Langer, J.D., L.L.M.

COKALA Tax Information Reporting Solutions, LLC

View Profile >>

D201	Overview of What's New in 1099 Reporting and IRPAC Update
D211	6050W and 1099K Reporting

CONTACT US

If you have any questions about the Tax Information Reporting Forum, contact us.

REGISTRATION

Included as part of SYNERGY 2012 - JOIN THE JOURNEY, this educational tax compliance program is available to those who are not current ONESOURCE users.

Current ONESOURCE users who register for SYNERGY 2012 can attend all of the Forum sessions in addition to the regular conference sessions.

CPE CREDIT

You can earn up to 13.5 hours of Continuing Professional Education (CPE) credits during the user conference.

Thomson Reuters Tax & Accounting Corporate Software & Services 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.learningmarket.org.

SYNERGY 2012 - JOIN THE JOURNEY

TAX INFORMATION REPORTING FORUM

IN CONJUNCTION WITH SYNERGY 2012 - JOIN THE JOURNEY

NRA Training

Tax Information Reporting Forum