Why W8? – Start re-papering over the cracks now!

Why W8? – Start re-papering over the cracks now!

QIs and NQIs face a rare opportunity to dramatically increase their W-8 compliance rate by re-papering all existing clients using the IRS’ new W-8 forms. Find out how such a project could benefit your firm and why it could be worth it in the long run.

7 Things You Need To Know To About US Tax Regulations In 2017

7 Things You Need To Know To About US Tax Regulations In 2017

The transition from 2016 to 2017 has been anything but boring from a tax perspective. The US market in particular has seen several changes to the tax system as it’s viewed by those outside the US. Here are just seven changes that will have an impact on non-US...
How are your crystal balls feeling today?

How are your crystal balls feeling today?

It seems like it’s that time of year when everyone leaps onto the bandwagon of trying to predict what’s going to happen in 2016. Not wishing to miss the party, here are my thoughts… We face a lot of questions in 2016 around what I would call the tectonic plates of our...
Tax Is A Product, Not A Task

Tax Is A Product, Not A Task

Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and under-delivered. When the Good...