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Summary
Join S&P subject matter specialists and KPMG for a tax information and reporting webinar focused on the technical and operational challenges shaping the 2026 tax reporting season and beyond. Explore the evolving regulatory landscape and learn leading practices and strategies for strengthening tax reporting operations.
Gain insight into regulatory updates affecting both U.S. and non-U.S. tax reporting, operational approaches that can enhance your compliance function, and actionable steps you can implement immediately to strengthen your tax operations for the busy reporting season ahead.
Speakers
Kelli Wooten
KPMG
Principal, Information Reporting and Withholding Tax Services
Kelli Wooten is Principal, Information Reporting and Withholding Tax Services at KPMG
S&P Global Market Intelligence
David Bolner
Executive Director
David has over 25 years of experience in tax and tax technology. David has an extensive background in information reporting, documentation, withholding and reporting.
Prior to joining S&P Global,David was responsible for providing clients and internal teams with information regarding regulatory changes and issues that affect tax reporting at another large tax technology solution provider – Broadridge Financial. Prior to that, David spent 16 years in Public Accounting at Deloitte where he advised clients in the areas of tax information reporting and tax operations and was also involved in developing and launching tax information reporting technology solutions.
Additionally, David has served as an Executive Director in the corporate tax department for a large financial institution- JPMorgan Chase and led tax and regulatory technology offerings at another solution provider – Dun and Bradstreet.
David received his J.D. from University of Pittsburgh and earned his bachelor’s from the University of Maryland.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.