Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Conference Expert Faculty

International Tax Withholding & Information Reporting Conference - Faculty, powered by Loscalzo Institute

Chairmen

John Staples
Principal
EY
 
Chip K. Collins
Managing Director
UBS AG

Faculty

Fred Bousquet
VP, Finance Division Tax Product Department
State Street Bank & Trust

Jake Braun
Managing Director, Tax Information Reporting and Withholding
BNYM

Michael Brevetta
Head, Tax Client Info Compliance
Standard Chartered Bank 

Nicole Cammarota
Senior Counsel
IRS Counsel

Yuen Chan
Team Manager
IRS

Cyrus Daftary
Tax Principal, Information Reporting & Withholding
​KPMG LLP

David Felman
Vice President and Tax Counsel - Tax Planning and Advisory
Goldman Sachs

Tara Ferris
Partner/Principal
EY

Dana Flynn
Director
BNP Paribas

Philip Garlett
Executive Director, Financial Services
EY

Laurie Hatten-Boyd
Principal
KPMG

Denise Hintzke
Director, Global FATCA Tax Leader
Deloitte

William Holmes
Director, Data Solutions
IRS

Dan Iacovitti
Executive Director, Tax Counsel
Morgan Stanley

Jonathan Jackel
Executive Director, Financial Services Org
EY

Julio Jiminez
Owner
Jiminez Tax Law Firm

Jay Klein
Principal
PwC

Nancy Lee
Senior Technical Reviewer
IRS ACCI

Barry Levine
Program Manager
IRS

Robert Limerick
Managing Director
PwC

Johanna M. McGeady
Director, Field Operations, Foreign Payments Practice
IRS

Karan Mosley
Director, Tax Department
Barclays Capital

Danielle Nishida
Principal, Washington National Tax
KPMG

Debbie Pflieger
Partner/Principal
EY

Christopher Phillips
Vice President | FATCA RO
Deutsche Bank AG 

Susan Segar
Director
Deloitte

Trevon Singh
Senior Tax Analyst
IRS

Nelson Suit
Director
IHS Markit | CTI Tax Solutions

Kevin Sullivan
Managing Director & Tax Executive, Head of U.S. Information Reporting Advisory
BOA

John Sweeney
Branch Chief
IRS ACCI

Jenny Turner
Executive Director in Group Tax
UBS AG

Steven Veschio
Senior Vice President, Head of Global Tax Services
BBH

Linh Vu
Foreign Payments Practice Territory Manager
IRS

Markus Weber
Partner, Financial Services
Deloitte AG

Kelli Wooten
Director
IHS Markit | CTI Tax Solutions