The industry’s premier conference for information on emerging trends in tax, regulatory reporting and compliance
Space is limited – register now to reserve your spot.
Comply & Connect: Reporting is an annual, exclusive event that brings together renowned tax experts in:
This annual event showcases experts addressing top changes and challenges your business faces in tax withholding and information reporting compliance. Additionally, guests have the opportunity to network and share insights with peers through a variety of channels. Comply & Connect: Reporting provides attendees with current and practical guidance for efficient and compliant tax and regulatory reporting.
Need a little help getting approval from your employer to attend? Check out our justification letter.
“Very much appreciate the efforts of all of the speakers. Overall, very good content with a lot of valuable information to bring back to our teams.”
Austin, TX
Educational sessions on a variety of issues (CPE credits available)
Q&As with industry experts
1-on-1 meetings with Sovos support professionals
Networking with industry peers
Product best practices and new releases
“I was able to take things back that we will use and that can help us prepare for upcoming changes from the IRS.”
“I really enjoyed the sessions. I appreciate the information and the networking that we had during and after. Much better than virtual!”
To receive Sovos’ group rate, use this link to book your hotel rooms. The room block will close on Friday, September 29, 2023 at 11:59 PM CST.
Specific 2023 agenda is pending. Key topics for consideration include:
Taxport Enterprise (Part 1)
Jake Bringgold, Product Management, Sovos & Brandon Anderson, Compliance Services, Sovos
TIR-Enterprise
Tyler Delwiche, Product Management, Sovos
1099 Pro Corporate Suite
Edwin Serrano, Support, 1099 Pro
Lunch
Taxport Enterprise (Part 2)
Jake Bringgold, Product Management, Sovos & Brandon Anderson, Compliance Services, Sovos
TIR-Corporate
Tyler Delwiche, Product Management, Sovos
1099 Pro: TINCheck.com
Jennifer Richmond, Product Management, 1099 Pro
Break
Sovos Next Generation Products Overview
John Kreger, VP Product Management, Sovos & Tyler Delwiche, Product Management, Sovos
Taxport Enterprise: Tips & Tricks from an Expert User
Tiffani Mucci, Ohio National Financial Services
Break
Taxport Enterprise: User Group Discussion
Susie Jensen, Zions Bancorporation
1099 Pro Corporate Suite User Group Discussion
Edwin Serrano, Support, 1099 Pro
Happy Hour
Breakfast
Opening Session
Sovos Leaders
1099 Year In Review
Candace Ewell, PWC
Break
Information Reporting Updates for Retirement Accounts
Mark Griffin / Davis & Harman, LLP
The Great Realization: A Future of Work Discussion
McLean Robbins, MBO Partners & Caroline Bruckner, American University
Tips & Best Practices for 2022 Form 1099-NEC & MISC Reporting
Mary Kallewaard & Marianne Couch, COKALA Tax Services
Lunch
A Guide to 1042-S Reporting: Part 1
Kelli Wooten, KPMG
Tax & Accounting Issues in Digital Asset Transactions
Jessica Metts, ComplyExchange, Kell Canty, Verady & Wendy Walker, Sovos
Panel: Managing Changes to Form W-4, W-4P & W-4R
Serena Alfonso, Empower Retirement & Scott Wilkens, Lincoln Financial Group
Break
Proactive Steps for Complying with IRS & State Form 1099-K Reporting
Deborah Pflieger & David Taylor, Ernst & Young
Withholding Management Updates & Best Practices – Tax Deposits, Recon & 94X/1042 Returns
Christy Hayden, Sovos Withholding Services, Wendy Walker, Sovos Solution Principal
A Guide to 1042-S Reporting: Part 2
Kelli Wooten, KPMG
Break
Group Activity
Rise Against Hunger
Offsite Group Event (dinner and drinks included)
Swingers Crazy Golf
Breakfast
IRSAC & ETAAC Updates
Wendy Walker, Solution Principal, Sovos & John Kreger, Product Management, Sovos
Break
Networking Session – Financial Services
Elvin Jusino & Crystal Mendoza, JP Morgan Chase
Networking Session – Insurance
Joe Oddi, Mass Mutual & Lizette Rubio, USAA
Networking Session – Corp
Kelly Conner, Director, Product Marketing, Sovos
Global Tax Issues Impacting U.S. Financial Institutions
Ali Kazimi, Hansuke Consulting, Ltd.
State Tax Reporting: 2022 Updates + Best Practices
Paul Ogawa, Sovos Regulatory Analysis & Jake Bringgold, Sovos Product
Best Practices for Managing IRS ‘B’ and ‘P’ Notices
Mary Kallewaard & Marianne Couch, COKALA Tax Services
Lunch
Overview of IRS Form W-8 Changes
Lauren Pierce & Colin Brien, ComplyExchange
Tax Controversy: Insights for Managing IRS Penalties
S. Michael Chittenden, Covington & Burling
Trends in State Unclaimed Property Reporting
Ann Fulmer, Sovos Unclaimed Property Consulting
Closing Session
Paul Banker, Sovos General Manager
Comply & Connect Support, Email: katherine.miller@sovos.com