What GlobeTax does

GlobeTax is the leading provider of withholding tax recovery and tax information reporting services for financial institutions and their clients worldwide, receiving cross-border investment income. We help maximize investment returns by ensuring that investors benefit from our extensive tax treaty research and receive all income to which they are legally entitled. We also provide services for US withholding tax reporting compliance to financial intermediaries and are developing solutions for US FATCA reporting as regulations evolve. GlobeTax also serves as sole tax relief and reclaim agent for all four US Depositary Banks issuing ADRs and equivalent instruments.

Why you need GlobeTax

Cross-border withholding tax recovery is a highly complex and often manual process. Available entitlements and recovery speeds vary greatly and depend on numerous factors, including beneficial owner entity type, the type of income earned, and the country of both the investor residency and investment. Documentation and reporting requirements vary from market to market and are subject to frequent change. Errors can be costly. Whether you are an investor or an intermediary, GlobeTax has solutions to meet the tax recovery needs of the global investment community.

GlobeTax Upcoming Events

GlobeTax Team members are participating in these upcoming events.

Innovest 2014 Client Conference
Indian Wells, CA
April 23-25, 2014

DTCC Global Tax Forum
New York, NY
April 25, 2014

FIRMA National Risk Management Training Conference
Orlando, FL
April 27-May 1, 2014

SIFMA Operations Conference & Exhibition
Boca Raton, FL
April 28-May 1, 2014

National Advisors Trust Annual Shareholder Conference 2014
Orlando, FL
April 30-May 2, 2014

What's NEW

GlobeTax Announces Launch of ESP Russia
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Cross-Border Investments: Enhancing Portfolio Performance
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GlobeTax February 2014 Tax Withholding Newsletter
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GlobeTax Announces Launch of ESP Ireland
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GlobeTax Announces Launch of Improved DR News RSS Feed
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Tax Withholding News
GlobeTax Announces Launch of ESP
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Market Updates
New Treaty
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DR News
Tax Relief - Country: GERMANY, P
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