Recorded webcast

Tax reporting and withholding: Planning for the year ahead

February 08, 2024
Event details
Date and time

Thursday, February 08, 2024

Recorded, watch anytime

Intended audience

Chief financial offers, tax directors and managers, other tax professionals, asset managers and other banking professionals, and compliance professionals

Duration

60 minutes

Event overview

Are you prepared for upcoming changes in U.S. tax reporting and withholding requirements? From reallocation of resources to strategic planning for new reporting requirements, this 60-minute session provided attendees with the insights, tools and timeline to ensure you’re ready to meet new requirements.

The webcast recording, available from the live event held on Thursday, Feb. 8, reviewed the top reporting and withholding actions to take as we kick off 2024 and discussed key areas companies need to consider now and throughout the calendar year:

  • Evaluating the impact of changes and new developments for your 1099, 1042, Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard processes
  • When to review your structure and register foreign financial institutions under FATCA
  • How to review tax withholding certificates and refresh any expired forms
  • The importance of performing an assessment to identify gaps in your processes

Presenters

Recording and slides

Event details
Date and time

Thursday, February 08, 2024

Recorded, watch anytime

Intended audience

Chief financial offers, tax directors and managers, other tax professionals, asset managers and other banking professionals, and compliance professionals

Duration

60 minutes

Insights and resources