Global Tax Investing Services

EY's global tax investing services can help custodians, broker dealers, private banks, asset managers, pension funds, family offices, endowments and high net worth individuals be more proactive in meeting, monitoring and managing risks of the expanding and evolving tax requirements in markets where they invest.

The team

Photographic portrait of Danielle Clark
Danielle Clark
EY Americas Financial Services Tax; Principal, Ernst & Young LLP
Photographic portrait of Stephanie Tanguay
Stephanie Tanguay
Managing Director, International Tax and Transaction Services, Ernst & Young LLP
Photographic portrait of Chhaya Desai
Chhaya Desai
Managing Director, EY Americas International Tax and Transaction Services, Ernst & Young LLP
View all

What EY Global Tax Investing Services can do for you

As authorities worldwide enforce new tax laws and increase transparency, keeping up with new and evolving taxation regimes and treaties can be overwhelming. Global investors must identify and coordinate with numerous local tax service providers to meet their compliance and reporting requirements. The growing complexity of this responsibility is driving demand for globally coordinated services with agility and responsiveness to a dynamic marketplace.

Our professionals understand the role of the tax service provider in various non-US markets, the taxpayers' interactions with global and local custodians, and the compliance and reporting responsibilities that our clients face. With our suite of tax technology tools, we can help you gain efficiencies and insights with resources designed to address your global investing tax management issues.

Global Tax Investing Services (GTIS) and 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.

➜ GWTR Transfer Tax
Consider potential transfer tax implications of new fund launches or transitions.

➜ Global Withholding Tax Reporter (GWTR)
Discover your one-stop information source for withholding tax rates, rules and procedures worldwide.

➜ 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 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.

The team

Danielle Clark

EY Americas Financial Services Tax; Principal, Ernst & Young LLP
Wealth & Asset Management Leader in International Tax Services. Passionate about innovation and learning. Love spending time with my family and friends, traveling and being outdoors or on the water.
Stamford, CT, United States

Stephanie Tanguay

Managing Director, International Tax and Transaction Services, Ernst & Young LLP
Managing Director in International Tax and Transaction Services focused on cross-border withholding tax issues for custodians and portfolio investors. Passionate about building relationships and innovation. Enjoys spending time with family, reading, watching sports and visiting the beach.
Boston, MA, United States

Chhaya Desai

Managing Director, EY Americas International Tax and Transaction Services, Ernst & Young LLP
Managing Director in International Tax and Transaction Services. Enjoys spending time with family and friends, cooking, and traveling.
Sacramento, CA, United States

Lisa Parnell

Managing Director, EY Americas International Tax and Transaction Services, Ernst & Young LLP
Managing Director in International Tax and Transaction Services. Leading the Global Investor Services team. Lisa enjoys sports, traveling and reading.
Dallas, TX, United States

Sarah Belin-Zerbib

Managing Director, Financial Services Tax, Ernst & Young LLP
Passionate about the EY culture of diversity and inclusiveness. Enjoy art, books and nature, spending time with my friends and family, volunteering and, more recently, joining an all-women drum line.
New York, NY, United States

Kelly Sullivan

Senior Manager, International Tax and Transaction Services, Ernst & Young LLP
Experienced Wealth & Asset Management Senior Manager in International Tax and Transaction Services. Passionate about process improvement and innovation. Family-oriented. Avid traveler. Sports fan.
New York, NY, United States

Poornima Santas

Senior Manager, International Tax, Ernst & Young LLP
Senior manager in International Tax focused on foreign capital gains and withholding taxes. Poornima enjoys spending time with family and friends, reading and traveling.
Boston, MA, United States

Nora Triolo

EY Americas International Tax; Senior Manager Ernst & Young LLP
Senior Manager in International Tax focused on PFIC identification and corporate actions. Enjoy spending time with my family, reading, travelling to visit family in Ireland, and relaxing on the beach.
New York, NY, United States

Mara Lamanna

Senior Manager, International Tax, Ernst & Young LLP
Senior manager in International Tax focused on PFIC identification and Per Se identification. Mara enjoys spending time with her family, swimming and reading.
 

Aine O’Connor

Senior Manager, FSO International and Transaction Tax Services, EY LLP
Experienced Wealth & Asset Management Senior Manager in the International Tax and Transaction Services practice. Enjoys playing Irish football and travel.
New York, NY, United States

Jamie Lin

Senior Manager, EY Americas International Tax, Ernst & Young LLP
Jamie is a member of Ernst & Young LLP’s International Tax Services practice, focused on Global.
Dallas, TX, United States

Worldwide Corporate Tax Guide 2024 | EY - Global

Governments worldwide continue to reform their tax codes at a historically rapid rate.

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