Tax reporting and withholding: Planning for the year ahead

LIVE WEBCAST | February 08, 2024

Authored by RSM US LLP

Event overview

Are you prepared for upcoming changes in U.S. tax reporting and withholding requirements? From reallocation of resources to strategic planning for new reporting requirements, this 60-minute session will provide attendees with the insights, tools and timeline to ensure you’re ready to meet new requirements.

We’ll discuss key areas companies need to consider now and throughout the calendar year:

  • Evaluating the impact of changes and new developments for your 1099, 1042, Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard processes
  • When to review your structure and register foreign financial institutions under FATCA
  • How to review tax withholding certificates and refresh any expired forms
  • The importance of performing an assessment to identify gaps in your processes

Join RSM professionals on Thursday, Feb. 8, as they walk through the top reporting and withholding actions to take as we kick off 2024.


  • Aureon Herron-Hinds | Principal | RSM US
    Aureon Herron-Hinds is RSM US LLP’s national leader of FATCA and global information reporting services in the firm’s international tax practice.
    View full bio >

  • Paul Tippetts | Manager | RSM US

Learning objectives

Upon completion of this webcast, attendees will be able to:

  • Determine when to review company structure and register foreign financial institutions under the Foreign Account Tax Compliance Act
  • Evaluate how to review tax withholding certificates and refresh any expired forms
  • Explain the importance of performing an assessment to identify gaps in your processes

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credits per webcast

Event details

Date and time
Thu, Feb 08, 2024
1 p.m. EST | Noon CST

Intended audience
Chief financial offers, tax directors and managers, other tax professionals, asset managers and other banking professionals, and compliance professionals

60 minutes

CPE credits
One CPE credit will be issued to eligible participants


This article was written by RSM US LLP and originally appeared on 2024-02-08.
2022 RSM US LLP. All rights reserved.

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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