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2021 Fall Tax Withholding
Virtual Conference

CPE Industry Conference November 4-5,2021

November 2021 Tax Withholding and Information Reporting Virtual Conference


Kaplan Financial Education, powered by SmartPros, offers biannual tax reporting and withholding conferences, which explain how to navigate complex requirements and find potential operational solutions

Why attend this Virtual Conference?

  • Get the latest from IRS officials about changes that may have a significant impact on your institution
  • The partnership withholding regulations (section 1446) present major technical and operational challenges – gain key insights from IRS and industry leaders
  • Get ready for the upcoming Qualified Intermediary certifications 
  • Hear about other information reporting proposals – including gross inflow/outflow reporting, certified TIN requirements, and crypto guidance
  • Understand the changes to the new Forms W-8 and 1042-S

The Conference & Bootcamp Bundles are designed for:

  • Tax Department Personnel
  • Operations Department Personnel
  • Compliance Professionals
  • Internal/External Auditors
  • Newly Admitted or Experienced Legal Counsel
  • CPA Advisors
The conference will also include updates and discussions with the IRS and other industry experts. With a variety of Bootcamp options you can choose to attend the Basic, Advanced, and Bonus or all three for a bundled savings.

  • Virtual 2-day Conference 7 CPE's
  • Virtual Bootcamp Basic 3 CPE's 
  • Virtual Bootcamp Advanced 3 CPE's
  • Virtual Bootcamp Bonus 1.5 CPE's

NASBA Requirements

  • Field of Study: Taxes
  • Program knowledge level: Basic 
  • Instructional Delivery Method: Group Internet Based
  • No course prerequisites or advanced preparation is required.
Please refer to our website for more information regarding refund and complaint resolution policies.
Complete Package November 2021 Virtual Bootcamp & Conference
This package includes 3 bootcamps & the virtual conference
November 2021 Tax Withholding and Information Reporting Virtual Conference
November 2021 Tax Withholding and Information Reporting Virtual Complete Bootcamp Package
Three bootcamps in one bundle at a discount
Virtual November 2021 Advanced Bootcamp (November 2, 2021)
Virtual November 2021 Basic Bootcamp (November 1, 2021)
Virtual November 2021 1446(f) Bootcamp (November 2, 2021)

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National Registry of CPE Sponsors logo

Kaplan Financial Education powered by SmartPros 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.

The number of credits for both the Bootcamp and the Conference will be determined by the CLE board. We will be applying for approval with Minimum Continuing Education Legal Education Credit by the State Bar of New York. These activities conform to the standards for approved education activities prescribed by the rules and regulations of the State Bar of New York. It will be the responsibility of the attendee to verify with their home state regarding reciprocity credit and the forms needed to request CLE credit. To verify acceptance and hours in your state, or other states, please contact the respective local State Bar Association. We have a Hardship Policy with discounted fees for unemployed attorneys and newly admitted attorneys. Please contact our office for details.

We will be applying with the IRS for CE and reporting the credits directly to them following the conference, with certificates being issued following the conference.