Our offices will be closed Friday, July 3th, in observance of Independence Day. Technical Support will be available via email at kfeducation@kaplan.com during business hours. We look forward to serving you when we return Monday, July 6th.  
Coronavirus (COVID-19) Update: Kaplan’s top priorities are the health and safety of employees, students, customers, and the community. If you have individual concerns, please visit our FAQ page ».

Accounting and Finance
Industry Conferences

Kaplan Financial Education has cancelled the June 2020 International Tax Withholding & Information Reporting Conference in New York

In response to the concerns raised by the World Health Organization and the Centers for Disease Control and Prevention regarding this new strain of the coronavirus (COVID-19), Kaplan is taking precautionary measures such as this cancellation in order to help protect our customers, our employees, and the general public.  Look for an announcement in the coming months regarding the 35th Annual Tax Withholding & Information Reporting Conference, currently scheduled for November 19-20, 2020, in New York.  

Tax Withholding & Information Reporting Bootcamp Webinar Series

Coming July 2020!

Although the June 2020 Tax Withholding and Information Reporting Conference has been cancelled, Kaplan is still dedicated to bring you the most up-to-date industry content!

Kaplan is excited to announce that registration is NOW OPEN for the Tax Withholding & Information Reporting Virtual Bootcamps.  Two bootcamps are available - Basic and Advanced.  Each bootcamp consists of a series of three 2-hour interactive webinars.  Increase your industry knowledge, and earn CPE credits for each bootcamp you attend.

Attend both bootcamps and receive a 20% discount!*   Coupon code:  WEBTAX20

*Offer begins 06/04/2020 and expires at 11:59 pm CT, 07/23/2020

Basic Bootcamp | July 14 - July 16, 2020

This 3-day bootcamp covers the fundamentals of documentation, reporting, and withholding rules relating to cross-border payments. Using real-life examples, you will be exposed to numerous applications of the various withholding and reporting rules. Please join us in these engaging and interactive sessions and discover applicable solutions to scenarios you’ll surely encounter in your career.


Advanced Bootcamp | July 21 - July 23, 2020

This 3-day bootcamp is a deep dive on section 871(m), including the fundamentals of identifying potential section 871(m) transactions. This bootcamp uses a case study approach with numerous real-life scenarios to illustrate the purpose of the rules and make them easier to comprehend.  Join us in these engaging and interactive sessions and gain the knowledge you need to face industry challenges head on.

Tax Withholding & Information Reporting Conferences

Kaplan Financial Education, powered by Loscalzo Institute, offers biannual tax reporting and withholding conferences, which explain how to navigate FATCA regulations and implement the requirements. These 2-day events cover technical tax rules, operations solutions, and current tax-related issues, and provide multiple opportunities to interact with IRS officials. Our spring conference offers a stronger focus on international issues, while our fall conference covers domestic topics.

Benefits of attending these conferences include:

  • Learning insights and strategies from recognized industry experts
  • Participating in a unique forum for government and private sector discussion
  • Interacting with and learning from experts in reporting
  • Gaining new, relevant data applicable to your job

We look forward to seeing you at a future Kaplan Financial Education event!

Looking for a different way to complete your CPE or professional development?

Business professionals studying with Kaplan materials

Why Do Accounting and Finance Professionals Choose Kaplan?

Business professionals getting ahead in their careers thanks to a partnership with Kaplan

Looking for Enterprise CPE and Professional Development Solutions?

National Registry of CPE Sponsors logo

Kaplan Financial Education powered by Loscalzo Institute 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.