Industry Expertise

Biography

Jill has assisted clients with information reporting and withholding obligations since 2000. She has extensive experience guiding US and foreign withholding agents through complex technical compliance issues involving sections 1441 and 3406, Foreign Account Tax Compliance Act (FATCA), and the Common Reporting Standard (CRS). In addition to serving large US and offshore banks, she’s worked with investment management firms, energy, pharmaceutical, entertainment, and biotech companies.

Earlier in her career, Jill spent seven years at a Big Four firm where she served offshore banks enrolled in the IRS Qualified Intermediary Program and large US withholding agents participating in the Voluntary Compliance Program. In 2007, Jill started Compliance Technologies International, a technology and consulting company focused on automation of compliance for information reporting and withholding matters.

Selected Publications

  • "IRS Seeks to Identify Filers of Missing or Incorrect Forms 1042" (Moss Adams Insight, June 2019)
  • "Section 958(b)(4) Repeal and Potential for Increased 1099 Reporting Obligations" (Moss Adams Insight, June 2019)
  • "IRS Discontinues Automatic Filing Extension for Certain Forms 1099-MISC and W-2" (Moss Adams Alert, November 2018)
  • "2015 Forms 1042-S for Payments to Foreign Vendors: Prepare Now to Avoid Headaches Later" (Financial Ops, Q2 2015)
  • "Get to Know the New IRS Form W-8BEN-E for Entities" (Financial Operations Matters, Q3 2012)

Selected Speaking Engagements

  • Forms 1042 and 1042-S: What You Need to Know Before Filing
    (Moss Adams Webcast, February 2019)
  • 2018 Updates in Information Reporting & Withholding
    (Tax Executives Institute, February 2018)
  • Tax Compliance Issues for Energy and Chemical Companies – Information Reporting and Withholding
    (IHD Markit, PwC, and Institute of Financial Operations co-hosted event, December 2016)
  • 2016 1099 Reporting: What Every Professional Needs to Know
    (AP Now Bootcamp, November 2016)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accounting, University of Florida