Agenda - Operational Taxes for Investment Firms Agenda | Operational Taxes for Investment Firms

08:30 - 09:00

Registration & networking

09:00 - 09:10

Chair's opening remarks

09:10 - 09:55

Managing operational taxes for private assets and hybrid vehicles

09:55 - 10:40

Shaping corporate strategy with tax planning

10:40 - 11:10

Coffee & networking

11:10 - 11:55

Digitising tax: making tax digital and AI opportunities

11:55 - 12:40

Optimising documentation workflows for CRS reporting and FATCA compliance

12:40 - 13:40

Lunch

13:40 - 14:25

Increasing visibility and speed of withholding taxes recoveries

14:25 - 15:10

Increasing data granularity and accuracy to meet reporting requirements

15:10 - 15:40

Afternoon coffee

15:40 - 16:10

Sprinting to MiKaDiv compliance to lay the groundwork for FASTER

16:10 - 16:55

Withholding tax recoveries: Cross-border complexities and holding period uncertainties

16:55 - 17:00

Chair's closing remarks

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