FMN Taxes

FMN Plus-2023/Nov, Seg 6 - The New QI Agreement Part II: Reporting & Compliance

In December of 2022, the IRS released the final Qualified Intermediary Agreement with an effective date of January 1st 2023. Updates were made surrounding the certification of internal controls, the periodic review process, and the impact of the new agreement on compliance programs. As part of the New QI Agreement Panel at the Kaplan International Tax Withholding and Information Reporting Conference, tax practitioners Chip Collins, Ari Cohen, Patricia Lopez, and Jillian Nicolson discuss the various operational challenges of implementing required electronic filings as well as the importance of understanding and complying with the new QI requirements.

Learning Objectives:

• Recognize the operational challenges presented by the new QI Agreement • Describe the many compliance changes made to the certification of internal controls • Describe the many compliance changes made to the certification of periodic review requirements • Recognize additional compliance updates made related to previous IRS QI FAQs



Prerequisites/Advanced Preparation:

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Speakers / Authors:

Chip Collins

Kaplan

Ari Cohen

Kaplan

Patricia Lopez

Kaplan

Jillian Nicolson

Kaplan

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Price (USD)

Standard: $69.90

Details

Course Code : FMN1535-FM

Release Date : 11/10/2023
Expire Date : 06/13/2025
Credits :
CPE 2.00
QAS 2.00
Length : 1hr 40min
Course Level : Update
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Taxes

Theme : Corporate Tax Series

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