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Accounting and Finance
Industry Conferences

NOTICE:  Kaplan Financial Education has cancelled the International Tax Withholding & Information Reporting Conference that was scheduled for June 2020 in New York.  

At Kaplan Financial Education, we take the safety, security, and health of our customers and employees very seriously. 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.  

Kaplan Financial Education is committed to doing our part to mitigate the impact of the virus on the general public and will continue to closely monitor this evolving health concern.  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.   

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

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

Previous event topics have included:

  • Common reporting standard implementation
  • FATCA systems compliance
  • Practical implementation of Section 871(m) rules
  • US NRA and domestic backup withholding challenges
  • The qualified intermediary and qualified derivative dealer rules


As an added learning opportunity, the Tax Withholding and Information Reporting Conference includes an optional one-day pre-conference prior to the actual two-day conference. The 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).

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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: