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:
Previous event topics have included:
As an added learning opportunity, the Tax Withholding and Information Reporting conference includes an optional one-day pre-conference bootcamp prior to the actual two-day conference. The bootcamp is an intensive primer on the fundamentals of documentation, reporting, and withholding rules relating to cross-border payments including Chapter 3 (NRA); Chapter 4 (FATCA); and Chapter 61 (domestic).
SmartPros®, a Kaplan Company, and Loscalzo Institute, A Kaplan Company, are 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.