This fall, September 29 in New York City, SIFMA and WSTEC is hosting the 2026 Global Tax Reporting Symposium to explore:
- Hot Topics including deregulation and state issues
- International Reporting and withholding issues
- Crypto and Digital Assets and potential impacts on tax
- Audit, and more
Top tax experts will gather to share key updates on the complex and evolving tax compliance regimes that financial services firms are facing today, and attendees will be eligible for CLE and CPE credits in New York State.
🗓️ Save the date for 2026: September 29, New York Law School, NYC.
Sign up to receive the latest event updates and be notified when registration opens.
As we develop the 2026 program, view last year's lineup (see below) to see a sample of the topics and speakers at this event.
Mark your calendar for this year's Symposium: September 29 in NYC!
Speaker:
Josh Wilsusen, Executive Vice President, Advocacy, SIFMA
Panelists will discuss important developments and explore key tax provisions affecting the capital markets, including:
- One Big Beautiful Bill Act
- Deregulation
- Crypto / CARF
- State issues
Moderator:
Stephanie White, Vice President, Corporate Tax, Morgan Stanley
Panelists:
Tara Ferris, Principal, EY
Wendy Walker, VP, Regulatory Affairs, Sovos Compliance
This panel will help you navigate the global tax landscape that firms are facing today and will cover CRS 2.0, CARF and DAC 8, international withholding issues, AI and the future of information reporting, and more.
Moderator:
Seth Poloner, Managing Director, EY
Panelists:
Alina Kirzner, Vice President, Global Tax Services, Brown Brothers Harriman
Jillian Nicolson, Partner, EY
Lana Strykova-Lazier, Director, Tax Counsel, RBC
Neil Weinberg, Executive Director, Morgan Stanley
Moderator:
Ari Cohen, Director, Tax, BNP Paribas
Panelists:
Peter Brown, Vice President, Global Tax Services, Brown Brother Harriman
Jared Goldberger, Tax Partner, Mayer Brown
Laurie Hatten-Boyd, Principal, Washington National Tax, KPMG
Hear from these panelists as they describe the various tax implications relating to corporation actions, including:
- Notices and awareness of corporate action events
- How to obtain/disseminate corporate action information
- Artificial intelligence and use in corporate action analysis
- Section 302, 304 and 305c events and issues
- 1446 announcements, qualified notices, and partnership challenges
Moderator:
Nick Yannaci, Director, Global Tax, UBS
Panelists:
Jamila Alkaifi-Hercules, Senior Director, Broadridge
Ian DeSacia, Executive Director, Asset Services Product Management, DTCC
Paul Malbouef, KPMG
The IRS has significantly increased its focus on crypto and digital assets. This panel will discuss:
- Tax reporting of crypto, digital assets, stablecoins and crypto ETFs
- Product development and regulatory landscape
- Crypto and digital assets as exchange-listed investment assets versus use of crypto for payment
- AI and state tax reporting opportunities and issues relating to crypto and digital assets products and activities
Moderator:
Greg Cioffi, Executive Director, JP Morgan
Panelists:
Jonathan Cutler, Senior Manager, Washington National Tax, Deloitte
Rob Massey, Partner, Global Tax Leader – Blockchain and Digital Assets, Deloitte
Amanda Milhet-Russo, Director, BlackRock
Speaker:
Josh Wilsusen, Executive Vice President, Advocacy, SIFMA
It is a priority to make our events inclusive and accessible for all. For questions or requests, contact SIFMA Conferences.
Substitutions are welcome; contact SIFMA Conferences. Registration cancellations received on or before August 28 will receive a refund minus a $150 processing fee. No refunds will be granted after August 28. Refunds will not be given for no-shows.
Inappropriate behavior at SIFMA events is not tolerated. View our Code of Conduct and anonymous incident report form.
Have a 2026 sponsorship question? Please view our sponsorship prospectus and contact Lynn White at 212.313.1151.
The 2026 Symposium is eligible for NYS CPE Credits - stay tuned for details.
To receive credits, attendees must verify their attendance using the sign in and sign out sheets at the event's on-site Registration Desk on September 29, 2026. Attendees will receive their credit certificates via email within 60 days.
The 2026 Symposium is eligible for NYS CLE credits - stay tuned for details.
SIFMA has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the State of New York.
Questions? Please contact SIFMA Conferences.
