From AI to AEOI: Takeaways from WTS Hansuke’s Financial Services Tax Conference 2024
For the 6th year, tax leads from across the city, country, and continent gathered in London in mid-June to discuss industry developments and issues at the WTS Hansuke Financial Services Tax Conference. The daylong program kicked off with a keynote address by Dr. Petkova of the German Federal Ministry of Finance, who has been instrumental in […]
DTCC Participants Can Now Automate ADR Tax Relief with ESP+
On June 12, 2024, a top 5 U.S. bank went live with GlobeTax’s new ESP+ service. ESP+ is a premium add-on to GlobeTax’s ESP withholding tax processing platform. The service reduces both expenses and risks for DTCC Participants by automating most of the manual steps involved in filing ADR tax relief and reclaims. It […]
Fall 2023 Withholding Tax Newsletter
This edition of Withholding Tax Update includes: Statute of Limitations Deadlines to Submit Expiring Reclaims to GlobeTax Italy: New Service Offering for Italian Capital Gains Tax, Atlantia S.p.A Belgium: New Tax Forms and Requirements for Individual Holders Finland: New Requirement for Individual and IRA Holders During Relief at Source And more… Read more here
Summer 2023 Withholding Tax Newsletter
This edition of Withholding Tax Update includes: Canada: Update on the New Market Launch Germany: Deadline Extended for 2019 Reclaims Sweden: Changes for UK Resident Individuals Ireland: Quick Refund Return of Funds No Longer Processed through DTCC Switzerland: Address Update for US Resident Individuals And more… Read more here
The Latest ESP Expansion: ESP Canada
New York, NY, March 24, 2023 — GlobeTax announced on March 21, 2023 the launch of ESP Canada, the latest expansion of the firm’s withholding tax processing platform, ESP. ESP is the central platform for coordinating withholding tax relief and reclaims for all international securities listed in the U.S. Prior to the launch, if DTC […]
Celebrating ESP Canada: An Interview
To celebrate the launch of ESP Canada, GlobeTax sat down with Changshen Chen, Senior Vice President – Product to discuss the new service and answer common user questions. Can you summarize the service? We have expanded our ESP platform to provide DTCC Participants access to Canadian long form withholding tax reclaims. This is necessary because DTCC offers relief at […]
Winter 2023 Withholding Tax Newsletter
This edition of Withholding Tax Update includes: New claim requirements Deadline updates Treaty changes effective January 1, 2023 And more… Read more here
Why it’s Important to Take Action Now on 2023 Expiring Items
How is the ESG Landscape Affecting Withholding Tax and Securities Class Action Recovery?
Len Lipton (GlobeTax Managing Director), Ali Kazimi (Hansuke Managing Director), and Jeff Lubitz (ISS Securities Class Action Services Managing Director) weigh-in in a newly-released Journal of Securities Operations & Custody (JSOC) article titled ‘The art of the recovery: How the changing ESG landscape adds alpha — and risk — to securities class action and foreign withholding tax recovery.’ […]