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    Global Tax Withholding & Reclamation: Regulations & Compliance

    May 13, 2010, New York City

    This event covers U.S. tax withholding regulation under FATCA, and the technological and operational impact for withholding/reporting agents. It addresses recent/upcoming changes in foreign withholding tax relief, tax treaties and the recent OECD recommendations. 

     

           

    Agenda

    7:15 - 7:30


    Registration

    7:30 - 8:00


    Networking Breakfast

    8:00 - 8:30


    Keynote: New Rules and Upcoming Changes in Global Tax Withholding & Reclamation

    BILL SALVA, President, WJS Consulting LLC.

         

    8:30 - 9:15

     

    Panel One: U.S. Tax Regulation Changes & Operational Requirements for Tax Relief on U.S. Source Income      

    RICHARD HOLLINGSWORTH, Vice President, Jeffries & Company, Inc (Moderator)

    CYRUS DAFTARY, Partner at Burt, Staples and Maner, LLP

    LEN A. LIPTON, Director, Globe Tax Services Inc.

    9:15 - 10:00

     

    Panel Two: Tax Regulation and Treaty Changes on Non-U.S. Source Income and Implications for Investors

    BILL SALVA, President, WJS Consulting LLC (Moderator)

    NARDEO GANESH, Director of Tax Services, DTCC

    ELAINE S. MARINO, Managing Director - Tax, KPMG LLP

    ANASTASIA YUELYS, Vice President, J.P. Morgan

    10:00

     

    Conference Concludes




    Registration   $95 per person (meal included)
    Seats are limited. Please click here to register online.

     
    Location    

    Address  

    Bayards
    One Hanover Square (between Stone and Pearl Streets)
    New York, NY 10004 

    Direction

    From West Side Highway:
    Take West Side Highway to Battery Park. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

    From FDR:
    FDR South to Exit 1 (Battery Park, Staten Island Ferry), make right on Broad St. Make right at first traffic light on Water St., go 2 traffic lights to Hanover Square and make a left.

    From Brooklyn Battery Tunnel:
    When exiting tunnel, stay to the left of the traffic light and turn left at the light. When making the left turn, stay right (do not go into underpass), continue on to Battery Place. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

    From Broadway:
    Take Broadway South to Liberty Street, make a left on Liberty Street, Continue for 5 Blocks to Pearl Street. Make a right on Pearl Street, Take Pearl Street to Hanover Square

    From Brooklyn Bridge:
    2nd exit (FDR and Pearl St.) Make a right at traffic light. Take Pearl St. to Hanover Square.

    Subway:
    #2 or 3 to Wall St.
    #4 or 5 to Wall St. or Bowling Green
    #R or W to Whitehall St./South Ferry