Tax Technology Tools
➜ Corporate Actions Tax Analyzer (CATA)
Proactively identify and review publicly available, complex corporate actions and understand their tax implications.
➜ Foreign Tax Form Completion (FTFC) service
Complete and track foreign withholding tax forms to obtain relief-at-source or file reclaims.
➜ Global Investor Services (GIS)
Reduce risk, improve quality and efficiency through a centralized focus on nonresident tax compliance around the globe.
➜ Global Withholding Tax Reporter (GWTR)
Discover your one-stop information source for withholding tax rates and rules worldwide.
➜ GWTR Transfer Tax
Consider potential transfer tax implications of new fund launches or transitions.
➜ Passive Foreign Investment Company (PFIC) Analyzer
Identify PFICs with speed, consistency and confidence.
➜ Per Se Analyzer
Quickly and accurately identify the per se status of publicly traded foreign and US holdings.
➜ Publicly Traded Partnership (PTP) Analyzer
Identify PTP and QTP investments efficiently.
➜ Rapid Reclaim Analyzer and Recovery Service
Discover opportunities to reclaim withholding tax.
➜ Rapid Security Analyzer (RSA)
Simplify capital gains, dividends and interest withholding complexities globally through the use of an automated tool.