Ideas & Insights

Tax planning opportunities for consideration in light of COVID-19, the resulting economic crisis, and evolving tax laws and regulations.

U.S. investment funds, banks and other FIs with foreign investors may need to remediate volumes of tax withholding certificates.

The IRS has issued guidance for withholding agents on the submission of delinquent international withholding forms.

Learn what financial institutions need to know to comply with the Common Reporting Standard and the Foreign Account Tax Compliance Act.

Proper tax planning is increasingly important; understand the tax considerations necessary to make informed decisions for year-end tax planning.