We’re excited to announce that the Comply Exchange team will be sponsoring and attending the Investment Management Tax Reporting & Withholding Conference on January 22, 2025 in New York!
As part of this event, we’ll be showcasing our innovative AI-powered Comply Extractor. This cutting-edge solution is designed to streamline compliance workflows, reduce manual effort associated with non-standardized withholding statements, and generate standardized output for organizations navigating complex tax regulations. If you’re attending, stop by and see how we can help transform your compliance processes. We’d love to connect and discuss your unique needs!
What to expect at the event:
As proud sponsors, ComplyExchange invites you to an essential event that brings together industry experts to navigate the complexities of partnership taxation, reporting, and withholding. This comprehensive program features six dynamic panels, each tailored to provide actionable insights into key tax and compliance topics.
Introduction to Partnership Taxation and Structures
Gain foundational knowledge of partnership income, allocations, distributions, and fund structures. Top experts from EY and KPMG will simplify critical concepts like Schedules K-1, K-2, and K-3, setting the stage for effective compliance strategies.
FDAP Withholding and Reporting
Explore how partnerships address U.S. source FDAP income withholding and reporting on Forms 1042 and 1042-S. Learn the nuances of the lag method and obligations for withholding foreign partnerships, guided by insights from KPMG, PwC, and the IRS.
Withholding on Effectively Connected Income (ECI)
Understand the documentation and reporting requirements for ECI allocated to foreign partners. Learn about key topics like section 1446(f) and sales of U.S. real property interests from leading professionals at EY, Deloitte, and the IRS.
FATCA/CRS Reporting
Discover best practices for managing FATCA and CRS requirements in partnership funds. Panelists from PwC, WTS Hansuke, KPMG, and Deloitte will tackle documentation, monitoring jurisdictional updates, and implementing CRS amendments.
Tax Controversy
Prepare for IRS audits and enforcement trends affecting partnership funds. This session highlights emerging compliance issues with guidance from Deloitte, EY, and the IRS.
Investments in Digital Assets
Delve into the evolving landscape of digital asset reporting, including U.S. §6045 broker regulations and international frameworks like DAC 8 and CARF, led by Deloitte, Galaxy, and S&P Global experts.
Join us to deepen your understanding and elevate your compliance practices. See you there!
📅 Date: Wednesday, January 22, 2025, 8:30 a.m. – 4:00 p.m
📍 Location: Arch Meetings & Events, 1166 Avenue of the Americas, 12th Floor, New York, NY
