In Person Event: IIAC Tax Withholding and Reporting Conference – Navigating Current Tax Issues Impacting the Canadian Financial Services Industry

May 19, 2022 | 8:00 am – 4:30 pm ET

Registration and Breakfast: 8:00 am

Start time: 9:00 am

End time: 4:30 pm

$395 members; $495 non-members

Location: Vantage Venues Conference Centre, 150 King St. West, 16th Floor, Toronto




Keeping up with evolving taxation regimes can be overwhelming. Demands for global transparency have escalated, ushering in a new environment for tax compliance.

On May 19 government and industry experts will guide us through the complex layers of withholding and reporting requirements, including Qualified Intermediary certifications, changes to the CRS/FATCA regime and upcoming audits, and the technical and operational challenges of implementing 1446(f).

Stay up to date on the latest requirements and avoid costly errors.



Jamil Abdulla | Head Operational Taxes CDS | TMX Group

Lata Agarwal | Senior Technical Specialist, CRS & FATCA | Financial Institution Compliance Section | Canada Revenue Agency (CRA)

Jonathan Cutler | Senior Manager, Washington National Tax | Deloitte Tax LLP

Ian DeSacia | Executive Director, Corporate Tax | The Depository Trust & Clearing Corporation

Rasheed Khan | Managing Director | TAINA Technology Ltd.

Ji Kwon | Partner, Taxation | KPMG

Benjamin Latta | Manager, CRS and FATCA | Financial Institution Compliance Section | Canada Revenue Agency (CRA)

Katherine Leung | Senior Tax Manager | EY

Nicole Lorenz | Partner, Global Information Reporting | PwC Canada

France Marengère | Senior Technical Specialist | Exchange of Information Services Section 2 | Canada Revenue Agency (CRA)

Luke Nagle | Senior Manager, Global Information Reporting | Deloitte

Jillian Nicolson |Partner, Operational Taxes Leader, Canada | Financial Services & Insurance | EY

Dara Moore | AVP, Regulatory & Operations Compliance | AGF Investments Inc.

Laura Paglia | President and CEO | Investment Industry Association of Canada

Grace Pereira | Partner, Tax Group | Borden Ladner Gervais LLP

Michael Y. Poon | Executive Director, Corporate Tax | KPMG

Subin Seth | Senior Counsel (International) | Office of Chief Counsel | Internal Revenue Service (IRS)

Adrian Walrath | Managing Director | Investment Industry Association of Canada

Jinyi Ye | Manager, Business Tax | Deloitte

Tony Zhang | Articling Student | BLG


*** This session may be eligible for CE credits and 5.25 hrs of verifiable CPD credits ***


Click HERE to register




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