WEBCAST

Down to the wire: Are you ready for responsible officer certifications?

Jul 23, 2018 12:00

Webcast Overview:

KPMG LLP (KPMG) is pleased to invite you to a TaxWatch Webcast that discusses the upcoming responsible officer (RO) certifications under both the Foreign Account Tax Compliance Act (FATCA) and the qualified intermediary (QI) agreement.

Professionals from KPMG’s Information Reporting & Withholding Tax practice discuss:

  • Certification deadlines and requirements
  • Recommended areas for focus while preparing for certifications
  • Insights on the updated technical requirements that apply to QIs and FFIs.

WEBCAST ALERT: Immediately following the recording of this Webcast, the IRS FATCA portal was opened and the IRS issued updated information regarding the FATCA RO certifications, including the extension of the due date for FATCA periodic certifications and certifications of preexisting accounts to December 15, 2018. While the audio presentation reflects information prior to such updates, the slides highlight post-Webcast updates in red font. You may also wish to review KPMG's IRP News Alert for more details on this development.

Speakers:

Cyrus Daftary

Cyrus Daftary

Principal, Information Reporting & Withholding Tax Services, KPMG LLP (U.S.)

Laurie Hatten-Boyd

Laurie Hatten-Boyd

Principal, Information Reporting & Withholding Tax Services, Washington National Tax, KPMG LLP (U.S.)

Mark Naretti

Mark Naretti

Managing Director, Tax, KPMG (US)

Danielle Nishida

Danielle Nishida

Principal, Information Reporting & Withholding Tax Services, Washington National Tax, KPMG LLP (U.S.)