ONESOURCE Tax Information Reporting

GENERAL INFORMATION: Overview

Unprecedented changes to 1099 Information Reporting have been been enacted into law. Learn the new rules and interpretations, along with ways to plan for the big changes ahead, at our 2011 Tax Information Reporting Forum.

The Tax Information Reporting Forum will be held November 2 & 3, at the Fontainebleau Hotel in Miami Beach.

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:

New reporting requirements and what your organization can do now to prepare for the changes.
Clarification of the rules that went into effect January 1, 2011, for 1099 reportability of payments made with all types of payment cards.
A recap of the major points of current 1099-MISC reporting to help you avoid increased penalty risks this year.
Payments to foreign vendors are potentially subject to U.S. information reporting and withholding liability. You'll learn the importance of understanding how these rules can affect your company.
Tax compliance for your Form 1099 reportable payments made through payment cards and certain electronic payment systems governed by the new tax law Sec. 6050W of the Internal Revenue Code.

ABOUT THE FORUM

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

GENERAL INFORMATION: Conference at a Glance

GENERAL AGENDA

For a detailed agenda of sessions, click here.

TUESDAY, NOVEMBER 1, 2011
6:30 PM - 8:30 PM	Welcome Reception
WEDNESDAY, NOVEMBER 2, 2011
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
THURSDAY, NOVEMBER 3, 2011
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 Miami Beach!

ABOUT THE FORUM

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

GENERAL INFORMATION: Hotel

The Fontainebleau resort is a spectacular blend of Miami's glamorous golden era and stylish modern luxury. It includes 1,504 rooms and suites, 22 oceanfront acres, 11 restaurants and nightclubs including three signature chef-named restaurants, 40,000 square foot spa, and a sophisticated poolscape with private cabanas

Special Room Rate: $279.00

ABOUT THE FORUM

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

GENERAL INFORMATION: Pricing

Full registration includes meals, sessions and events: $995

ABOUT THE FORUM

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

SESSIONS

TITLE:	What's New in Tax Information Reporting
SPEAKER:	Jon Buschman
Company:	Thomson Reuters
Topic:	Strategies in 1099 reporting technology and automation
TITLE:	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:	IRS Audits of A/P Payments to Foreign Vendors
SPEAKER:	Maria Murphy, Executive Director, Tax Services & Deborah Pflieger, Principal, National Tax
Company:	Ernst & Young, LLP
Topic:	Understanding the impact on tax information reporting and withholding liabilities of IRS audits of multinationals and payments to foreign vendors
TITLE:	Tax Treaty Benefits for A/P Payments by Foreign Vendors
SPEAKER:	Paula Singer, Esq., chairman
Company:	Windstar Technologies
Topic:	Understanding how tax treaties apply to A/P payments to foreign vendors for services, royalties, and rents
TITLE:	Policies and Procedures for Risk Management
SPEAKER:	Linda Dodd-Major, Esq.
Company:	Windstar Technologies
Topic:	Understanding and coordination necessary to protect your company in advance of audits
TITLE:	Update of IRS Information Reporting Forms (1099s and 1042-S) via webcast
SPEAKER:	Melody Devoe
Company:	IRS
Topic:	This session covers the latest federal tax information reporting form changes to accommodate new rules and regulations
TITLE:	State Reporting and Withholding Review
SPEAKER:	Jerri Langer
Company:	COKALA
Topic:	States that have compliance initiatives (enforcement) or major changes affecting Form 1099-MISC and Form 1099-R state reporting
TITLE:	Pension and Retirement Reporting (1099R and 5498)
SPEAKER:	Susan D. Diehl, Dir. Technical Consulting Services
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:	Update on Taxable Fringe Benefits and IRS Examinations
SPEAKER:	Marianna G. 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:	FATCA and How It Relates to US and Foreign Financial Institutions
SPEAKER:	Laurie Hatten-Boyd, principal, information reporting practice
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:	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:	Tax Reporting of Settlement Payments and Attorney Fees
SPEAKER:	Marianne Couch
Company:	COKALA
Topic:	This session will cover the special reporting requirements of settlement payments and attorney fees

Click here to view last year's schedule of sessions

ABOUT THE FORUM

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

SPEAKERS

Jon Buschman

Thomson Reuters

Session: What's New in Tax Information Reporting

Maria Murphy

Executive Director, Tax Services, Ernst & Young, LLP

Session: IRS Audits of A/P Payments to Foreign Vendors

Deborah Pflieger

Executive Director, Tax Services, Ernst & Young, LLP

Session: IRS Audits of A/P Payments to Foreign Vendors

Paula Singer, Esq.

Chairman, Windstar Technologies

Session: Tax Treaty Benefits for A/P Payments by Foreign Vendors

Linda Dodd-Major, Esq.

Windstar Technologies

Session: Policies and Procedures for Risk Management

Melody Devoe

IRS

Session: Update of IRS Information Reporting Forms (1099s and 1042-S) via webcast

Susan D. Diehl

Dir. Technical Consulting Services, PenServ Plan Services

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

Marianna G. Dyson

Miller & Chevalier Chartered

Session: Update on Taxable Fringe Benefits and IRS Examinations

Laurie Hatten-Boyd

KPMG

Session: FATCA and How It Relates to US and Foreign Financial Institutions

Marianne Couch

COKALA Tax Information Reporting Solutions, LLC

Session: B-Notices and TIN Compliance

Session: Tax Reporting of Settlement Payments and Attorney Fees

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

COKALA Tax Information Reporting Solutions, LLC

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D101	Session: Overview of What's New in 1099 Reporting and IRPAC Update 11/2 � 11:05 - 11:55 AM
D106	Session: State Reporting and Withholding Review 11/3 � 8:30 - 9:20 AM

CONTACT US

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

REGISTRATION

Included as part of the annual 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 the user conference can attend all of the Forum sessions in addition to the regular user conference sessions.

CPE CREDIT

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

ONESOURCE, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org