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GlobeTax News

September 2008
V-STP in Action

July 2008
GlobeTax appoints Andrew Stephens as Senior Research Analyst

May 2008
GlobeTax enters alliance with Kler's Financial Data Service 

May 2008
GlobeTax strengthens European presence  

May 2008
GlobeTax Appoints Bob Davies as Senior Advisor 

February 2008
GlobeTax's Tax Withholding News First Quarter 2008 

October 2007
GlobeTax's Tax Withholding News Fall 2007 

October 2007
BDG signs re-distribution agreement

October 2007
GlobeTax does Open Theatre Presentation

September 2007
GlobeTax Launches Eurobond Long Form Market Protocol

September 2007
William Treut Joins GlobeTax

September 2007
UBOC signs to e-TaxData Online

July 2007
GlobeTax prepares for business surge

February 2007
GlobeTax's Tax Withholding News Spring 2007

January 29 2007
Media Release - GlobeTax adds 71 markets to e-TaxData Online

November 2006
GlobeTax's Tax Withholding News Fall 2006

October 11 2006
GlobeTax joins SWIFT as a Securities Market Data Provider

October 10 2006
SWIFT signs GlobeTax Data Services to Data Distribution Service

October 9 2006
SEI signs up for TaxReclaim Service Bureau

September 18 2006
Martin S. Foont participates in the Building a Bridge of Trust video series on Corporate Governance

September 12 2006
Exchange Data Goes Live with StatRate

September 5 2006
GlobeTax joins International Capital Market Services Association (ICMSA)

August 1 2006
New Study by GlobeTax reveals that there could be $186 billion or more of withholding tax on cross border investment income recoverable in 2006/07

June 15 2006
Exchange Data goes live with e-TaxData Online powered by GlobeTax

April 4 2006
GlobeTax Director of Marketing - Ross McGill speaks at the International Capital Markets Services Association (ICMSA) monthly meeting in London
To view presentation click here

March 20 2006
GlobeTax Rolls out Reclamation Service Bureau as printed in
Global Investment Technology - Volume 15, Number 12

September 7 2005
GlobeTax launches awareness campaign to improve investor returns

September 6 2005
Information Mosaic signs development deal with GlobeTax

September 5 2005
GlobeTax announces deal with SMA Software & Consulting

August 2005 Release
GlobeTax launches access to TaxReclaim Service Bureau

July 2005 MFA Reporter
Foreign Withholding Taxes - How Much Money are You Leaving on the Table? By: Len A. Lipton

June 2005 Forum Release
GlobeTax Exhibits at the MFA s Annual Forum in Chicago
View Pictures 1 2

June 2005 Release
Exchange Data signs co-marketing agreement with GlobeTax

May 2005 Release
GlobeTax launches Withholding Tax Service Bureau on SWIFT Network.

May 2005 Release
GlobeTax Marketing Director, appointed to ISO Committee.

May 2005 Release
GlobeTax Marketing Director appointed to UK Standards Committee.

November 2004 Release
GlobeTax's McGill to host Institutional Investor Audio Conference on Withholding Tax

October 2004 Release
Definitive Guide to Relief at Source by: Ross McGill

September 2004 Release
CAPIS announces Strategic Alliance with GlobeTax.

September 2004 Release
GlobeTax Annual Tax Reclaims Pass the Million Mark.

September 2004 www.gtnews.com
Outsourcing Withholding Tax: Choosing the Right Partner. by: Ross McGill

Spring/Summer 2004 SIA Dividend Digest
Withholding Tax Issues Rank High on Corporate Agendas by: Ross McGill & Len Lipton

April 2004 Release
Ross McGill serves as expert in pension fund forum.

March 2004 Release
Withholding tax could affect credit ratings.

February 2004 Release
GTS releases white paper on corporate governance and withholding tax.

January 2004 Release
GTS Recruits US VP of Marketing.

September 2003 Release
New Book opens the way for investors to get more money.

April 2003 Release
Financial Services Community urged to improve fund performance through reclaiming withheld tax

April 2003 Release
GTS Recruits Ross McGill

August 2000 Release
Trust & Estates

February 1997 Release
State Bar of Texas Section of Taxation

January 1997 Release
"Recovering Overpaid Tax Overseas" by Michael Brush, The New York Times

 

Treaty News

January 2008
New Protocols for US Pension Funds 

September 2006
IRS issues Revenue Procedure 2006-35
Description of new fees for US Certificate of Residence requests (Form 8802)


February 2 2006
US Senate Foreign Relations Committee - Testimony of William A. Reinsch, President, National Foreign Trade Council on Income Tax Treaty and Various Protocols (France, Sweden & Bangladesh)

June 2005
Memorandum of Understanding Between Competent Authorities of US and Canada

Former IRS Official Staples Asks U.S. Treasury to 'Clarify' U.K. Treaty.

Belgium-Poland Tax Treaty Enters Into Force (4/30/04).

Dutch Finance Ministry Provides Update on Tax Treaties (4/23/04).

Sweden Publishes Draft Legislation on Taiwan Tax Agreement (4/22/04).
 

Global News

April 2008
Len Lipton, Director, was featured in the April 21st edition of Securities Industry News. The article titled "Citigroup To Use Tax Reclamation Service Bureau" was written by Chris Kentouris.
To receive a copy of this article please contact Securities Industry News at (800) 221-1809.

April 2007
The Two River Times
What Could You Do If You Collected All Your Income? by: William L. Imhof

September 2006
EDI Adds GlobeTax Non-Resident Tax Rates to Reference Data Product

Second Quarter 2006 - page 2
Marcum & Kliegman LLP's - Private Investment Forum
Foreign Withholding Taxes: How Much Money Are You Leaving On The Table?
by: Len A Lipton

April-May 2006
Herding Cats - an updat e from the frontlines of Corporate Actions Automation - Withholding Tax Recovery Global Custody Review magazine

April 1 2006
Foreign Income Tax Reclamation: Claim It or Lose It. By William R. Lalli, NY State Society of CPA s Tax Policy Manager

July 2005
Outsourcing adds 10% to shareholder Value
Schroders, the London-based asset manager, could have added 10% to its shareholder value.

May 2005 www.gtnews.com
Navigating the Homeland Investment Act.

May 2005 White paper
SWIFT GlobeTax Service Bureau - A Route to STP in Corporate Actions

February 2005
"Proposals for Relief at Source Harmonisation" by: Chris Gilbert -JP Morgan Chase

September 2004 www.hedgeworld.com
HedgeWorld's InsideEdge "Clock Ticking on Hedge Fund Reclaims" by: Chidem Kurdas

July 2004 www.gtnews.com
GlobeTax client: Union Bank of California, provides Case Study on outsourcing their tax reclaim operations.

April 2004 Rele ase
AP3 s new CEO Sven Askenberger sets the client side target for withholding tax.

February 2004 Release
S&P article Legal Criteria for withholding tax.

January 2004 Release
SWIFT highlights withholding tax outsourcing issue.

May 2003 Release
Securities Industry News, GTS hires McGill for marketing.

September 2002 Release
AFCI Updates.

September 1994 Release
"Navigating the tax reclaim jungle" by Fergus Reid, Asset International.

Fall 1994 Release
"Staking a reclaim" by Fergus Reid, Asset International.
"Global Master Trust and Tax: Simple Steps to Better Performance" by William L. Imhof, Global Custody Issues 95.





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