The Depository Trust & Clearing Corporation will host its 16th Annual Global Tax Forum Friday, April 24. The half-day program for DTCC clients will be held at India House (formerly Bayards), One Hanover Square, New York City.
The Forum will feature industry experts discussing the latest developments in foreign and domestic tax laws and tax procedures. The Forum will include updates on a number of topics, including, but not limited to:
- IRS Section 305 (c) events
- FATCA reporting
- Unique Canadian taxable events
- DTCC Tax Update
For more information about the Forum, contact Ian DeSacia at ide_sacia@dtcc.com.
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Time
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Agenda Topic
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Speaker(s)
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8:00 AM
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Registration & Breakfast
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9:00 AM
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Introduction and Opening Remarks
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Ian DeSacia, DTCC
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9:05 AM
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Panel on Internal Revenue Code 305(C)
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Moderator: Ellis Levy, DTCC
Panelists: Nardeo Ganesh, DTCC
Michael Walls, Ernst & Young
Jay Klein, Morgan Stanley
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9:50 AM
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Panel Review of Unique Canadian Securities
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Moderator: Ian DeSacia, DTCC
Panelists: Christopher Steeves, Fasken Martineau Ellis Levy, DTCC
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10:20 AM
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Networking Break
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10:50 AM
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Broadridge Year End Tax Reporting Update
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Vinny McNeese, Broadridge
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11:05 AM
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DTCC Update
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Ian DeSacia, DTCC
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11:20 AM
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FATCA Reporting
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Nicole Tanguy, Citigroup, Inc
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12:05 PM
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Depositary Update
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Brett Lewis, Globe Tax Services, Inc.
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