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Home > Finance > MARCUS EVANS TO HOST THE 6TH TAX COMPLIANCE FOR FINANCIAL INSTITUTIONS CONFERENCE ON NOVEMBER 8-9, 2017 IN NEW YORK, NY

MARCUS EVANS TO HOST THE 6TH TAX COMPLIANCE FOR FINANCIAL INSTITUTIONS CONFERENCE ON NOVEMBER 8-9, 2017 IN NEW YORK, NY

Published by Gbaf News

Posted on August 19, 2017

3 min read

Last updated: January 21, 2026

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marcus evans will host the 6^th Tax Compliance for Financial Institutions Conference, November 8-9, 2017 in New York, NY. You will have the opportunity to join 60 of your peers who will discuss the best practices for executing internal strategies for total tax compliance. Along with tax compliance and information reporting professionals, you will explore practical applications to master CRS, FATCA, 305c, 871m, treaty benefits, Q1 agreements, and additional reporting requirements within foreign and domestic tax regimes.

Walk Away with Practical, Actionable Insights that will allow you to:

Execute FATCA and CRS Requirements from operational, customer service, and investment industry perspectives to mitigate risk at your institution
Prepare for CRS 2018 while managing deadlines
Access Chapter 3, Chapter 4, Chapter 61, and 871(m) to guarantee adaptability and strong execution
Plan for the inaugural year of Country by Country reporting to anticipate expected challenges
Evaluate BEPS and TRACE implementation to prevent treaty abuse while examining the impact that a hard Brexit may have on your institution

Key Speakers Include:

Dana Flynn, Director, Head of U.S. IRW, FATCA and QI Advisory, BNP Paribas
Kevin V. Sullivan, Managing Director & Tax Executive, Head of U.S. Information Reporting Advisory, Bank of America
Karan Mosley, Director, Information Reporting & Tax Withholding, Corporate Tax, Barclays Capital
Jake Braun, Managing Director, Tax Information Reporting & Withholding, Corporate Tax, BNY Mellon
Simon Lee, Assistant Vice President, Tax, CIBC Mellon
Patricia Lopez, Senior Vice President, Tax Information Reporting, Finance & Risk Shared Services, Citi

For more information, please visit: http://bit.ly/2xPAmnH or you can contact Amanda Pink at amandap@marcusevansch.com

marcus evans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.

marcus evans will host the 6^th Tax Compliance for Financial Institutions Conference, November 8-9, 2017 in New York, NY. You will have the opportunity to join 60 of your peers who will discuss the best practices for executing internal strategies for total tax compliance. Along with tax compliance and information reporting professionals, you will explore practical applications to master CRS, FATCA, 305c, 871m, treaty benefits, Q1 agreements, and additional reporting requirements within foreign and domestic tax regimes.

Walk Away with Practical, Actionable Insights that will allow you to:

Execute FATCA and CRS Requirements from operational, customer service, and investment industry perspectives to mitigate risk at your institution
Prepare for CRS 2018 while managing deadlines
Access Chapter 3, Chapter 4, Chapter 61, and 871(m) to guarantee adaptability and strong execution
Plan for the inaugural year of Country by Country reporting to anticipate expected challenges
Evaluate BEPS and TRACE implementation to prevent treaty abuse while examining the impact that a hard Brexit may have on your institution

Key Speakers Include:

Dana Flynn, Director, Head of U.S. IRW, FATCA and QI Advisory, BNP Paribas
Kevin V. Sullivan, Managing Director & Tax Executive, Head of U.S. Information Reporting Advisory, Bank of America
Karan Mosley, Director, Information Reporting & Tax Withholding, Corporate Tax, Barclays Capital
Jake Braun, Managing Director, Tax Information Reporting & Withholding, Corporate Tax, BNY Mellon
Simon Lee, Assistant Vice President, Tax, CIBC Mellon
Patricia Lopez, Senior Vice President, Tax Information Reporting, Finance & Risk Shared Services, Citi

For more information, please visit: http://bit.ly/2xPAmnH or you can contact Amanda Pink at amandap@marcusevansch.com

marcus evans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.