Articles

Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.

3 Big Problems with US Tax Regulations

We explore some of the problems we have encountered surrounding the use of Form W-8BEN-E by brokerages and issuers of equity linked instruments.

Notice 2016-76 – Phased implementation of Section 871(m)

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Fraud and Cybercrimes
June 5, 2015
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QI vs NQI, That is the Question
May 14, 2015
In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.Read more

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