The Tax Information Reporting & AP Leadership Conference

3 Core Programs, One Essential Event

Join us in Atlanta for the 16th annual conference that offers the best information
reporting and AP leadership information in one comprehensive event.

Just like last year, we will have many sessions that address Form 1099 reporting.
In addition, those who work in securities, mutual funds, or banking will have
the opportunity to participate in the Financial Industry track,
with roundtables and breakout sessions specific to their needs. For those who
specialize in AP, the AP Leadership track will provide updates
on all of the top issues in Accounts Payable. All tracks allow you to speak
with peers in your industry and find out how they handle their reporting obligations.

Discover what the government be watching for in 2009, and hear directly from the IRS Representatives.
Three full days of workshops, roundtables, and
networking opportunities, plus 4 different pre-conference classes to choose from. Learn the latest to protect your organization on key issues of IRS Form 1099,
Form 1042-S & 1042 tax reporting and tax withholding.

Registration Fee: $1,595

$1,495 when you register and pay by May 8, 2009

Register Now

Over 50 sessions cover these topics and more

• New legislative proposals that will dramatically increase Form 1099 reporting responsibilities


• Compliance regulations


• Hot-button issues, including IRS enforcement initiatives


• P-Card Payments


• Reporting Specialized Financial Products


• AP Policies and Procedures


• Escheatment


• Worker Classification


• Settlement and Attorney Payments


• Getting Management on Board


• Technology Solutions & E-Filing


• Penalty Notices & B-Notices


• Fraud


• 1099-R


• Documenting Vendors


• Foreign Payments


• OFAC

Each year the conference provides information on what the regulations require with practical ways to implement the rules in daily procedures for tax compliance. You'll find invaluable opportunities to network and learn, first-hand, the best practices that are being implemented to improve tax compliance and internal accountability.

2009 Speakers

Many more to come, including representatives from the IRS.

Jayne Alfano, Executive Vice President of Consulting and Outsourcing Services, Compliance Technologies International

Roger Cardinal, Executive Director, Burt, Staples & Maner, LLP

Cyrus Daftary, Partner, Burt, Staples & Maner, LLP

Susan Diehl, President, PenServ Inc.

Jill Dymtrow, Vice President of Consulting and Outsourcing Services, Compliance Technologies International, LLC

Laurie Hatten-Boyd, KPMG

Denise Johnson, General Counsel and Tax Compliance Manager, Balance Consulting

Valerie Jundt, Senior Manager, Thomson-Reuters

Michele Klingler, Senior Consultant, Balance Consulting LLC

Jon Lakritz, IRPAC Coucil Member, Vice President, JPM Chase Bank

Todd Larsen, PricewaterhouseCoopers

Lisa Lupo, Business Process Consultant

Margaret Salow, Tax Compliance Specialist, Balance Consulting LLC

Mindy Schmidt, Director, KPMG

Mary Schaeffer,
Accounts Payable Now and Tomorrow

Bill Scott, President, Wall Street Concepts

John Staples, Managing Partner, Burt, Staples & Maner, LLP

Nicole Tanguy, Director and Tax Counsel, Citigroup I.C.

Judy Tarpley, Vice President, PenServ Inc.

Dennis Zuehlke, Compliance Manager, CUNA Mutual

The Conference will be held at Omni Hotel at CNN Center

100 CNN Center, Atlanta, GA

404-659-0000

Conference rate: $199/night

Hurry, special price guaranteed only until June 18!

The four-diamond Omni Hotel at CNN Center is host to the 2009 conference. Only twelve miles from Hartsfield International Airport, the Omni is located in the heart of downtown Altanta, connected to Philips Arena and the Georgia World Congress Center.
Call the hotel directly to reserve your room.
Ask for the special 1099 Conference rate.

2009 National Conference Sponsors

Balance Consulting is pleased to continue its sponsorship of the Tax Information Reporting and AP Leadership Conference for the 15th year. Founded in 1989, Balance provides tax regulatory compliance services and products to thousands of companies across the country. Balance's training division provides seminars, webinars and on-site custom training for Form 1099 tax reporting, sales and use tax and Form 1042-S. The Tax Advisory Subscription includes a newsletter, on-line resources and answers to your tax reporting questions. Balance's Manchester division provides software solutions for Form 1099 and 1042-S tax reporting, and outsourcing services for printing, mailing and IRS filing
of Forms 1099 or 1042-S.

The non-profit National Association of Form 1099 Filers, Inc. is an organization providing a forum for professional education and communication serving the tax information reporting community. The goals of the Association are to enhance interaction among members of the payer community and to provide additional opportunities for communication between payer community members and federal and state taxing authorities. The Association's annual general membership meeting takes place during this annual Conference. NAF 1099 Filers also administers the Certified Information Reporting Filer credential at the conference. A review course and exam will be offered on Sunday.

Returning for a second year as a co-sponsor is Burt, Staples & Maner, LLP, the international law firm specializing in U.S. and international taxation of large, publicly held corporations. Partners of this firm will bring their practical business and tax experience to the Conference, as well as significant government experience of tax policy and administration within the Internal Revenue Service.

CTI's offerings were originally developed by a team at PricewaterhouseCoopers, all of whom specialized in section 1441 compliance problems.CTI is the leader in cutting edge global tax technology, consulting and outsourcing services specializing in information withholding and reporting. Years of practice have contributed to their long standing and solid relationships with worldwide financial institutions, multi-national corporations, tax authorities and governments.

AP Now and Tomorrow is the leading source of accounts payable information for the business and finance community. They offer a host of products and services designed to advance your department, your company, and your career.

©2009 Balance Consulting, LLC

Registration Fee: $1,595
$1,495 when you register and pay by May 8, 2009

Register Now