Managing B Notices – Don’t Let B Notices Manage You!

Thursday, August 18th, 2022 | 2 to 3 p.m. EDT

Field of Study: Taxes
Program Level: Intermediate
Delivery Method: Group Internet-Based
Prerequisite: None
Advanced Preparation: None
Successful completion of this program qualifies you to receive up to 1 CPE credits.

Jill Dymtrow
Director, Information Reporting and Withholding
Kelli Wooten
Tax – Managing Director

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This session will cover how to review your records to determine solicitation requirements, how to collect TINs from payees, how to know which is a first B Notice versus a second and how requirements differ, and how to request penalty abatement for filing returns with missing or incorrect name / TIN combinations.

Learning Objectives

  • Understand how to manage the B Notice process

Speaker Biography

Jill has been assisting clients with Information Reporting & Withholding obligations since starting her career at
PwC in 2000. After seven years working with offshore banks enrolled in the IRS’ Qualified Intermediary Program and large US withholding agents participating in the Voluntary Compliance Program, Jill
left PwC to start a technology and consulting company focused on automation of compliance with Information Reporting and Withholding matters (Compliance Technologies International).

Her extensive experience guiding US and foreign Withholding Agents through the highly technical and complex compliance issues involving Section 1441, 3406, FATCA, and the Common Reporting Standard remains unique in the industry today. Her client base has included large US and offshore banks and investment management firms, as well as energy, pharmaceutical, entertainment, and biotech companies.

Kelli Wooten is a Managing Director in KPMG LLP’s Information Reporting and Withholding practice. Kelli advises both foreign and domestic clients on the Foreign Account Tax Compliance Act (“FATCA”) and the Common Reporting Standard (“CRS”)
as well as assisting clients in the implementation of procedures for compliance with these regimes. Kelli also counsels both financial institutions and multi-national corporations on matters involving domestic and non-resident alien withholding and reporting issues. Prior to joining KPMG, Kelli was the Global Commercial Lead – Tax Services for CTI Tax Solutions of IHS Markit.

Kelli is a past member of the IRS Information Reporting Program Advisory Committee (“IRPAC”) where she chaired the International Reporting and Withholding (“IRW”) subgroup as well as a previous Vice Chair of the IRS Electronic Tax Administration Advisory
Committee (“ETAAC”).