United States

Information Withholding & Reporting Breakout Session

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Information Withholding & Reporting Update

During this session, a panel provides an update on information withholding and reporting issues, including understanding the impact of section 871(m), the qualified derivatives dealer rules, updates to the qualified intermediary (QI) agreement, and the status of FATCA and Common Reporting Standard (CRS) compliance.

Download the Slide Deck

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Breakout Session Speakers

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Daniel Mayo

Principal, Financial Services Tax Practice

KPMG LLP

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Mark Naretti

Managing Director, Information Reporting

KPMG LLP

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Danielle Nishida

Managing Director, International Tax 

KPMG LLP

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Stephen Vescio

Head of Global Tax Services

BBH