Making the Most of Your Season Review with Wendy Walker

Presented by

Wendy Walker

About this talk

Most of the main tax season deadlines have come and gone. It’s now time to collect your notes and start preparing your review to internal stakeholders. How do you compile this information and present this data in a clear manner that will help drive process improvements for next year? Sovos is presenting a complimentary webinar that addresses these concerns that will be hosted by Wendy Walker who has over 15 years of reporting and compliance experience, including organizations like Zions Bancorporation and Chase. Why are season reviews so powerful? 1. Creates alignment and more efficient communication with all the people, departments, and vendors involved with year-end processing. 2. Improves the overall process by bringing visibility to the impact tax reporting processes can have when they go well and when they don’t. 3. Creates better risk management (with penalties increasing twice this year) by facilitating valuable discussions and feedback needed to improve the accuracy of data, meet state and federal deadlines, and identify shortfalls and limitations of current systems and processes. This webinar will discuss six ways to help your review make a difference. •Document the details! •Decide when to conduct the review. •Determine who should attend the season review. •Set ground rules for the meeting in advance. •Set basic questions to use as a guideline for discussion. •Share and build on the results of the lessons learned. Wendy Walker is an experienced tax information reporting professional with over 15 years of reporting and compliance experience. In her former roles at Zions Bancorporation and Chase, she managed compliance and operations functions (and teams) associated with US withholding tax and 1099, 1042-S, and state reporting. Additionally, Wendy was the FATCA Reporting Officer at Zions, responsible for researching and advising the various lines of business of their obligations.

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