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
Featured Speakers
Laurie Hatten-Boyd
Principal, Information Reporting & Withholding Tax, Washington National Tax, KPMG US
Danielle Nishida
Principal, Information Reporting & Withholding Tax, Washington National Tax, KPMG US
