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

Conference Sponsors

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

SPONSORS & SUPPORTERS

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Broadridge is the leading provider of technology-driven solutions for the financial industry. Our Tax Services solutions integrate with your existing processes to provide end-to-end tax reporting and compliance. Whether your firm is looking for specific tax data, support with complex calculations or an enterprise-wide tax reporting solution, you can leverage our comprehensive network of people, experience and technology to manage your firm’s regulatory and tax reporting requirements. Find out how Broadridge Tax Services can help you comply with ever-changing tax reporting requirements, reduce risk and technology costs, and enhance business value. Contact us at BRTax@broadridge.com or call +1 855 252 3822.


Comply Exchange
 



Deloitte’s Global Information Reporting (GIR) practice is comprised of professionals with extensive tax technical knowledge and experience with process and technology. Deloitte provides a wide range of compliance and advisory services to US Withholding Agents (USWAs) and Foreign Financial Institutions (FFIs) required to comply with FATCA legislation. FATCA implementation requires significant changes to documentation, withholding, depositing, and reporting procedures. Deloitte’s GIR service offerings include:

  • Section 871(m) impacts
  • FATCA
  • Information Reporting & Withholding (IRW) Advisory
  • Information Reporting (IR) Outsourcing
  • Report of Foreign Bank and Financial Accounts (FBAR)
  • Section 6050W: Information Reporting of Payments

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com.
 



  

IHS Markit is a world leader in critical information, analytics and expertise to forge solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.
 



At KPMG LLP (KPMG), we come to work every day because we are passionate about solving the business challenges that keep you up at night. The 35,000 partners and professionals who make up KPMG—part of the global KPMG International network that has approximately 200,000 partners and professionals—have a rich understanding of the realities of your industry, because they have been there themselves. Considered some of the best and brightest in their fields, our people work directly alongside companies of various shapes and sizes, in all 50 states, to pinpoint and deliver practical, customized business services with real results.

Professionals in KPMG’s Information Reporting & Withholding Tax Services practice offer a wide range of information reporting consulting services and technology solutions to help financial services entities comply with U.S. and foreign withholding requirements and reporting regimes, such as FATCA and CRS. And by actively working with KPMG International member firm partners and professionals around the world, we can advise you on the application of local country rules and procedures, while helping you implement a consistent global approach. To learn more about this experienced team, which includes individuals who have worked in the financial services industry or at U.S. Treasury, the IRS, and the OECD, visit www.kpmg.com/us/fatca-crs-aeoi.



scivantage logo

Scivantage® is a technology provider of Cost Basis, Information Reporting and Digital Wealth Management solutions. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please visit http://www.scivantage.com or contact us at +1.646.452.0050

 



Taina Technologies logo

TAINA Technology is a RegTech with a mission to help financial institutions streamline their compliance with FATCA and CRS, saving them costs, reducing operational risks and improving customer experience.

TAINA is a young business bringing together very experienced regulatory experts and computer scientists. TAINA's seamless platform includes first of its kind fully automated FATCA and CRS validation tool helping back offices realise significant cost savings as well as a digital onboarding tool which improves customers’ journeys.

 



Thomson Reuters logo

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. Serving accounting, tax and corporate finance professionals, the Tax & Accounting business of Thomson Reuters is the leading provider of technology, information and integrated tax solutions. The ONESOURCE Tax Information Reporting portfolio includes software and services for Compliance in the U.S., Canada and Puerto Rico, US Compliance for Foreign Entities, TIN Compliance, and Withholding Management and Compliance Training. tax.tr.com

 


 

BECOME A SPONSOR

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Contact us for details: 732.945.0774 | desireesmith@loscalzo.com

Luncheon Sponsor with Signage
  • Exhibitor passes: 2
  • 2-day conference passes: 4
  • $200 discount code for attendees
  • Color insert in conference materials


Reception Sponsor with Signage

  • Exhibitor passes: 2
  • 2-day conference passes: 2
  • $200 discount code for attendees
  • Color insert in conference materials


Wifi Sponsor

  • Exhibitor passes: 2
  • 2-day conference passes: 2
  • $150 discount code for attendees
  • Color insert in conference materials
Lanyard Sponsor
  • Exhibitor passes: 2
  • 2-day conference passes: 2
  • $150 discount code for attendees
  • Color insert in conference materials


Charging Station Sponsor

  • Exhibitor passes: 2
  • 2-day conference passes: 2
  • $150 discount code for attendees
  • Color insert in conference materials
Exhibitor
  • Exhibitor passes: 2
  • 2-day conference passes: 1
  • $100 discount code for attendees
  • Color insert in conference materials

Supporter
  • Help support the event with name and/or logo listed in our materials and on event signage. No exhibitor tables or passes are included with this package.

Exhibitor passes offer access for team members who will be staffing your display area and include the same meals as conference attendees. Exhibitor passes do not include admission to the conference or bootcamp, event materials, or CE credit. Discount codes expire May 12, 2018.