City Sessions by Taxbit - An NYC Practitioner Event
Join a curated group of enterprise practitioners for a focused working session and earn CPE credit for select sessions.
Register today!
Agenda
Session 1: The IRS Modernization Roadmap: Statutory Updates, Form Changes, and Reporting Strategies
1 CPE credit
Moderated by: Erin Fennimore, Taxbit
Panelist: Kelli Wooten, KPMG
As the IRS and certain states accelerate digital modernization and enforcement actions, keeping pace with US information reporting requirements is critical for tax operational teams. Join leading industry experts for an annual deep dive into the evolving domestic information reporting landscape.
This panel will provide insights into statutory updates across tax documentation and information returns, including shifting threshold rules, IRIS filing, and much more. Attendees will gain actionable insights into best practices and strategies to avoid penalties and reduce audit risk.
Session 2: Global Information Reporting in Practice: Harmonizing EU Directives, OECD Frameworks, and US NRA Requirements
1 CPE credit
Moderated by: Michael Palica, Taxbit
Panelists: Meredith Hood, Taxbit + TBA
Tax year 2026 brings significant shifts and expansions with global information reporting, as tax authorities worldwide rapidly expand the historical scope of reporting. With CRS 2.0 expanding into e-money and digital assets, the IRS sharpening FATCA enforcement, and new platform directives like DAC7, DAC8, and CARF coming online, tax operations face unprecedented multi-jurisdictional complexity. At the same time, global organizations must be aware of heightened 1042 audit activity.
Join our expert panel as they unpack critical regulatory updates, break down high-risk audit traps, and share practical strategies to harmonize data, streamline onboarding, and build audit-ready compliance workflows across jurisdictions.
Session 3: The Evolution of Tax Operations: Lessons Learned in Overcoming Resource Constraints, Data Silos, and Regulatory Volatility
Moderated by: Erin Fennimore, Taxbit
Panelists: Brandon Burke, CPA, Anchorage Digital + Nadia Gaya, Uphold
Tax ops teams are caught in a perfect storm: regulatory demands are accelerating at a breakneck pace, internal headcount and resourcing across critical departments remain challenging, and internal data systems are stretched to their limit against the growing reporting demand.
This interactive session brings together seasoned industry tax practitioners to discuss the raw operational challenges they face daily – from system challenges to resourcing constraints to internal gaps with critical tax subject matter expertise.
Panelists will share real-world "in-the-trenches" case studies on how they successfully transformed their tax functions with talent, systems, and processes. Learn how your peers built scalable data pipelines, justified tax technology investments, re-engineered legacy workflows, and optimized internal resources to transition their teams.
Session 4: Our Roadmap, Powered by AI: Evolving Tax Operations for the Next Era of Compliance
Speakers:
Patricia Bothwell & Michael Palica, Taxbit
TBA
We will go beyond theory with live demos of what shipped this year and a showcase of what’s coming next on the product roadmap. AI sits at the center of this strategy, but we’ll get honest about what AI actually delivers today and how it can be incorporated into tax ops teams' day-to-day.
In addition to product capabilities, panelists will tackle how to build good AI governance frameworks to manage risk. You’ll leave with a clear view of where the platform is headed, actionable insights from peer tax leaders, and a practical framework for evaluating AI across your own workflows.