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Summary
Join senior tax technology leaders for an insightful webinar where we will unpack the most consequential developments from 2025, look ahead to the regulatory landscape of 2026, and share tactics to future proof your tax reporting operations. Walk away with firsthand knowledge of the emerging priorities shaping US tax reporting, a clear view of the technology stack that can elevate your compliance function, and actionable steps you can implement immediately to strengthen your tax operations for the year ahead.
What You’ll Learn:
- US reporting & withholding readiness
- Qualified Intermediary (QI) & 1042 strategy
- Digital asset reporting operating model (1099-DA)
- Global transparency and cross-border momentum
- Technology-enabled compliance
Speakers
S&P Global Market Intelligence
William Sheridan
Managing Director, Tax Solutions
William has an extensive background in information reporting, documentation and withholding. He serves as one of the tax subject matter experts regarding the Foreign Account Tax Compliance Act (FATCA), the OECD's Common Reporting Standard (CRS), Qualified Intermediary (QI) compliance and Section 871(m). He works with several financial institutions, including large multi-national banks, insurance companies and funds. William has a broad range of experience assisting clients in the implementation of process and procedures for operational tax compliance. Prior to joining S&P Global, William spent over 12 years with HSBC where he was seconded in the United Kingdom and acted as the Group's subject matter expert with respect to FATCA. He was also responsible for the Group's QI program; and had oversight of internal testing, audit preparation and risk management. William has experience in implementing and developing global operational tax risk processes and procedures; and has developed information reporting, documentation and withholding training programs for business lines. William has also worked with U.S. withholding compliance issues and led successful Voluntary Compliance Program submissions. He has over 20 years' experience in the financial service industry and brings a practical understanding on how to implement strategic institutional change in order to comply with operational tax matters.
S&P Global Market Intelligence
Yvonne Kunihira-Davidson
Managing Director, EMEA Head of Tax Solutions, Global Consulting Lead
Yvonne leads the EMEA Tax Solutions business and is a seasoned tax subject matter expert with over 20 years of experience advising global financial institutions, online brokers, and multinational corporations. She specializes in U.S. and international withholding tax and information reporting regimes, including FATCA, QI, CRS, CARF, and DAC8.
eToro
Yitzhak Zahavy
Director, Tax Compliance & Operations
Yitzhak leads eToro's Tax Compliance & Operations team providing technical and operational leadership across the full tax lifecycle - from onboarding and documentation to withholding, reporting, and customer communications - for trading in crypto assets, equities, and options derivatives. He is the business owner for multiple tax-technology and customer-experience initiatives, including eToro’s tax partner program, tax report delivery, tax onboarding enhancements, and account statement modernization.
Yitzhak has developed and implemented firmwide policies, procedures, and control frameworks to support consistent methodologies in tax information reporting, while partnering across product, engineering, operations, data, and customer support to streamline processes, strengthen governance, and improve the reliability of reporting outputs. He has led global compliance efforts and engaged with tax authorities, bringing hands-on experience in translating regulatory requirements into scalable operating models.
In addition to his day-to-day leadership, Yitzhak has contributed to international transparency initiatives, including work with the OECD on CARF and CRS 2.0.
He brings to this session a pragmatic perspective on future-proofing US reporting and withholding programs - combining regulatory fluency with the technology and data strategies needed to reduce manual effort, improve quality, and scale confidently.
Clearstream
Nicolas Godfrey
Head of Tax Product
Heading the Tax Product team at Clearstream and prior to that, He was working as a tax advisor for an advisory firm advising financial institutions on corporate tax and international tax matters.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.