United States

With 2017 EU Reclaims Filing Deadlines Fast Approaching, What Should You Consider Now?

Tuesday September 19, 2017 11:00 AM - 12:00 PM EDT
From KPMG TaxWatch

KPMG TaxWatch


Positive developments continue to evolve for U.S. regulated investment companies (RICs or funds) that seek refunds of European Union (EU) withholding taxes on dividends suffered in violation of EU law. These developments include favorable decisions and actual repayments of tax suffered in Finland and Poland. Litigation of claims are now progressing in other markets, including Germany and the Netherlands, with some cases referred to the Court of Justice of the European Union.

KPMG LLP (KPMG) is pleased to invite you to this TaxWatch Webcast on EU reclaims. Professionals from KPMG International member firms in the United States and the United Kingdom will discuss:

  • The latest developments on existing EU withholding tax reclaims across various territories
  • Changes that can affect future reclaims in certain jurisdictions, e.g., statute of limitation changes, relief at source, and procedural changes
  • The treatment of EU withholding tax refunds to U.S. RICs under recent IRS guidance and closing agreements.

Please join us for what promises to be an insightful and informative Webcast.

David G. Richardson

Managing Director, International Tax—Alternative Investments, KPMG LLP

Stefano Borsi

Partner, Financial Services Tax, KPMG in the United Kingdom

Gohar Khan

Director, Corporate Tax—EU Funds Group, KPMG in the United Kingdom

Tom Greenaway

Principal, Tax Controversy Services, KPMG LLP