Operational Tax for Investment Firms
Beyond Compliance: Strategic Tax Solutions for Investment Success.
Our Operational Taxes conference delivers the critical insights, strategies, and connections you need to transform tax compliance into competitive advantage. Uncover the latest on section 899, Tax Transparent funds, and the countdown to FASTER.
2025's Hottest topics and industry leads
Addressing the jurisdictional differences of tax transparent Funds
- Understanding the benefits around tax transparent funds and pooling
- Looking at how the vehicle can boost cross-border investment
- Identifying how you can avoid double taxation via engaging in tax transparent funds
Preparing for section 899: what firms need to be doing ahead of 2027
- Understanding the new data points and rules engine needed to implement the legislation
- Pre-empting the potential disruption to existing reporting and product offerings
- Delving into the concerns about operational challenges and costs
Benchmarking FASTER implementation amongst investment funds
- Meeting the quantity of rata required by regulators
- Setting up your tech stack to meet FASTER
- Steps that need to be taken to foster greater harmonisation across member states
Hear from leading industry speakers including:
- Michael Dobson, Brown Brothers Harriman
- James Hughesman, Legal & General
- Rebecca McGerty, AQR Capital Management
- Joanna Cyrankiewicz, State Street Global Advisors
- Florian Herzberg, Blackrock
- Catherine Ramsay, BNY Mellon
Sponsorship opportunities for 2025
Become an event partner and raise your firm's profile within the operational taxes space...
As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm. Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget.
Don't miss your chance to get involved! For a bespoke package contact Sade Soares.