Blog

  • 11.6.2019

    Opportunities for Tax Recovery under EU Discrimination Rulings

    Investors both inside and outside of the European Union have been enjoying opportunities to recover taxes under ‘discrimination’ rulings from the European Court of Justice. We answer common questions about these opportunities, discussing case precedent,...

  • 10.3.2019

    The Omnibus Dilemma

    While much has changed in the world of tax recovery in GlobeTax’s 26 years, a few truths remain constant: 1. Beneficial owners want tax relief entitlements on foreign income; 2. Withholding agents and tax authorities...

  • 8.21.2019

    Are You Maximizing Your APAC Entitlements?

    Asian companies represent forty percent of Fortune’s Global 500 list, a proportion poised to continue expanding. Indeed, the region is anticipated to remain the world’s fastest growing through 2030. To prepare the marketplace for the...

  • 7.2.2018

    Attention [Treaty] Shoppers: BEPS MLI Takes Effect July 1, 2018

    Differences among national tax systems create arbitrage opportunities for taxpayers looking to minimize their tax burdens. While advantageous to the bottom line, these tax planning strategies are said to deprive public coffers of US$100 billion...

  • 6.1.2018

    Contending with Pension Deficit Disorder

    Members of the GlobeTax team spent three days at the National Conference of Public Employment Retirement Systems’ (NCPERS) Annual Conference & Exhibition. There, trustees, investment officers, and service providers gathered to discuss the current state...

  • 12.8.2017

    Reflections on WFC 2017

    GlobeTax employees ventured to Hong Kong for the 2017 World Forum of CSDs conference (WFC), joining central securities depositories for three days of discussion and networking. Senior depository executives mingled with consultants and service providers...

  • 11.27.2017

    GlobeTax Expands Volunteer Initiatives with “Giving Back Week”

    GlobeTax employees traded their button downs for zip-up hoodies to participate in “Giving Back Week,” a five-day celebration of community engagement. The initiative builds upon GlobeTax’s culture of engaged corporate citizenship, providing employees an opportunity...

  • 11.14.2017

    Sibos 2017 Takeaways

    Although the GlobeTax team ventures regularly to Toronto, few excursions are as stimulating as the most recent:  SWIFT’s 39th annual Sibos conference. While it is difficult to distill the four-day, 8,000-person whirlwind comprehensively, the firm’s...

  • 5.4.2017

    BEPS Project Withholding Tax Quick Guide

    Staying abreast of changing regulations and practices is paramount to successfully recovering excess foreign withholding tax. The Base Erosion and Profit Shifting (BEPS) Project is set to change the international tax system through the creation...

  • 3.15.2017

    Important Notices with XBRL Integration – A Guide

    XBRL (eXtensible Business Reporting Language) is an XML-based global standard used to electronically exchange business information. By integrating XBRL data into DTCC Important Notices, GlobeTax provides participants with extractable dividend information such as security name,...

  • 2.13.2017

    Excess Foreign Withholding Tax Recovery: A Safe Bet

    Uncertainty is growing about the future of several financial regulations under the new administration. There are several pending lawsuits challenging the Department of Labor’s (DoL) Fiduciary Rule. At the same time, however, the new administration...