by Kirsty Pitkin | Sep 13, 2017
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.
by Kirsty Pitkin | Jan 11, 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...
by Kirsty Pitkin | Feb 9, 2016
“I’ll Take the High Road, You Take the Low Road – and I’ll be in Compliance Afore Ye!” Attitudes Towards GATCA Compliance With the launch of our GATCA Resource Library coming up soon, I thought I’d take this opportunity to write a series...
by Kirsty Pitkin | Jan 7, 2016
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...
by Kirsty Pitkin | Oct 22, 2015
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...
