• 11.12.2018

    Don’t Delay: Filing Deadlines Fast Approaching

    As the end of the year approaches, statutes of limitations are set to expire in many markets. This blog post summarizes impacted jurisdictions.

  • 11.6.2018

    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,...

  • 10.3.2018

    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...

  • 8.27.2018

    Everyone’s Talking About: Blockchain Technology

    When it comes to money transactions, people and businesses have historically relied heavily on institutions (i.e. banks, government agencies, etc.) to act as intermediaries. But can we move away from this old-fashioned, centralized architecture of...

  • 8.21.2018

    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...

  • 9.7.2017

    Fiduciary Rule Phase II Implementation Delayed

    A U.S. Department of Labor (DoL) proposal to delay implementing Phase II of the Fiduciary Rule has been approved. While the Rule’s ultimate fate remains unclear, global withholding tax recovery continues to represent a best...

  • 8.29.2017

    Introducing MIDAS™ – The Relief at Source Gold Standard

    Nearly US$90 billion (20%) of the US$525 billion paid in dividends across eight major markets is withheld annually by foreign tax authorities. Fortunately, investors may be able to recoup almost half of that amount (US$39...