" class="no-js "lang="en-US"> Stevie Conlon - Fintech Finance
Wednesday, February 01, 2023
Saltedge Report
Stevie Conlon | Vice President, Tax and Regulatory Counsel at Wolters Kluwer | Fintech Finance

Stevie Conlon

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.

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