About Stevie Conlon

Vice President responsible for bank regulatory advisory services and business revenue and management Vice President responsible for corporate action products and businesses revenue and management Leader of CS Fintech Initiative Financial products and derivatives taxation Cryptocurrency, progeny and derivatives taxation including relating to taxation of forks Fintech impact on bank regulatory compliance Tax related computer software automation for securities and financial services Tax issues relating to corporate actions for securities processing Lead author of tax law treatise Principles of Financial Derivatives: U.S. & International Taxation Author of over 50 tax journal articles on financial products A leadership team member for tax software products Recognized cost basis and financial transactions tax expert that has been quoted in the financial press Specialties: Taxation of derivatives and financial products including related tax reporting & withholding Taxation of debt instruments Cost basis Taxation of stock and corporations Taxation of corporate actions US Withholding taxes on financial instruments (Chapter 3, FATCA, Chapter 61) Form 1099 reporting FATCA grandfathered obligations and material modifications Cryptocurrency & ICO token and fork taxation and regulation Recipient: Tony Fireman Award from Shareholder Services Association in July, 2013 for outstanding contributions to securities industry and work on cost basis. This is their highest honor and awarded infrequently.