Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
Remember your New Reporting Obligations Under AEoI / CRS
You're just getting over the initial FATCA and QI reporting, submitted all of your 1042-S forms, and now you're looking ahead to September and the deadline for all those 1042 forms. However, you may need to report under AEoI/CRS at the same time. Are you planning ahead to avoid this headache?
Publication 5262 – QI Portal
Continuing the burst of activity, what better way to start a new year, than with a new QI, WP & WT portal and its bed time reading material, Publication 5262, which of course goes hand in hand with the new QI Agreement,Revenue Procedure 2017-15.
Cloudy with a Chance of Windfalls
December 14, 2015As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments...Read more
