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RO Compliance for Financial Institutions and QI Agreement Updates

May 23 @ 2:00 pm - 3:00 pm EDT

Free
KPMG Free CPE Webinars

Participants of the free live webinar will be eligible for 1.5 CPE credits.

Register

Webcast overview

KPMG LLP is pleased to invite you to this 90-minute webcast discussing Qualified Intermediary (QI) Agreement updates and responsible officer (RO) compliance with the QI, FATCA, and CRS regimes.  KPMG Principals Cyrus Daftary, Laurie Hatten-Boyd, and Danielle Nishida will discuss:

  • Proposed changes to the QI Agreement contained in Notice 2022-23
  • RO compliance obligations under the QI Agreement, FATCA, and the Common Reporting Standard
  • Measures ROs can take to help ensure the compliance of their groups

Please join us for what promises to be an insightful and informative webcast.

Moderator

Cyrus Daftary

Cyrus Daftary

Principal, Information Reporting & Withholding Tax, KPMG US

Featured Speakers

Laurie Hatten-Boyd

Laurie Hatten-Boyd

Principal, Information Reporting & Withholding Tax, Washington National Tax, KPMG US

Danielle Nishida

Danielle Nishida

Principal, Information Reporting & Withholding Tax, Washington National Tax, KPMG US

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