2018 Updates In Information Reporting & Withholding Seminar

2018 UPDATES IN INFORMATION REPORTING & WITHHOLDING SEMINAR

Tuesday, February 20, 2018

8:30 am - 1:30 pm

Samsung ~ 3655 North First Street, San Jose, CA . 95134

Speakers from CTI Tax Solutions by IHS Markit

           Daniel Esteve                Torrance Burnes                         Jill Dymtrow                         Erin Fennimore

This half-day seminar will address the following topics:

●      Recently updated Forms W-8, and corresponding new validation issues to be aware of
●      Reporting updates for Forms 1042-S, IGA, and CRS, and electronic forms 8233
●      Summary of topics and information provided by IRS panel at Fall EEI Conference
●      IRS audit protection and review, including upcoming 1042 “focused audits” within the tech industry
●      Best practices for documentation, validation, withholding, and reporting
●      Software options available for automation of document collection and validation

 This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California for up to 3.25 hours; and the Silicon Valley Chapter of Tax Executives Institute, Inc. certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.  This organization adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy.  Attending this program should permit an individual to claim up to 3.5 hours of California CPA continuing education credit. Not registered with the NASBA.

SCHEDULE:                          

Registration & Breakfast 8:00 am - 8:30 am  

Program 8:30 am - 12:30 pm  

Lunch 12:30 pm - 1:30 pm      

LOCATION:                          

Samsung

3655 North First Street, San Jose, CA . 95134       

PRICING:

TEI Members $75

Non-Members $125

Late Registrations - UPON CAPACITY:  After Friday, February 16, 2018:  12:00 pm $175

Registration is only open to in-house tax professionals.  Member rate is only for individual TEI members and not coworkers.  NOTE - In order to receive advanced registration prices, payment for all persons attending must be received by the advance registration deadline.  Cancellations must be received before the advanced registration deadline - no refunds or credits after this time.  For questions regarding registration, contact Kelli Foy-Anderson at (831) 915-9831 or kelli@foyevents.com .

TEI CALENDAR:                https://www.linkedin.com/showcase/18223150/

 2017 - 2018 Officers:

• President:  Ricardo Samaniego, Samsung
• Chapter Representative:  Peter Waterstreet, Synopsys
• 1st Vice President:  Chris Therrien, Agilent
• 2nd Vice President:  Cindy Duquette, Intuitive Surgical
• Treasurer:  Stephen Dunphy, Ross Stores
• Secretary:  Daniel Smith, Google

Directors / Term Expires:

• Jay Lall, Service Now - 2020
• Li Mei, NetApp - 2020
• Bonnie Larsen, Sanmina - 2019
• Grace Chu, Brocade - 2019 
• Linda Lee, Palo Alto Networks - 2018
• Anu Bedi, Fitbit - 2018

• TEI Membership information, visit:  http://www.tei.org/membership
• Questions about membership benefits contact Richard Eigenbrode at: greigenbrode@gmail.com  
• Chapter e-mail list: additions and changes contact Kelli Foy Anderson at: kelli@foyevents.com
• TEI Silicon Valley Chapter email address:  teisiliconvalley@gmail.com 

Get involved in TEI!  Please contact the following committee chairs for your area of interest:

Committee Chairperson & Email

Federal Tax   Mark Jewett mjewett@fitbit.com

State & Local Tax   Chris Kmak chris.p.kmak@intel.com

International Tax   Kristen Proschold Kristen.Proschold@intusurg.com

Financial Reporting   Jay Lall jay.lall@servicenow.com

IRS Liaison   Howard Schneck hschneck@paloaltonetworks.com

Chief Tax Officers   Anthony Maggiore amaggiore@atlassian.com

Head of Tax Roundtable   Ira Cook ira.cook@smartm.com