Publications and Presentations

David Sausen to Speak at FATCA Workshop for Portfolio Managers

October 29, 2014

Tax Partner David Sausen will speak at a Toronto FATCA Workshop for Portfolio Managers on October 29, 2014. Along with David, the seminar will feature speakers from Deloitte, Amoranto Consulting and McMillan LLP. Session topics will include:

  • Registration on the IRS Portal and Obtaining a GIIN
  • Practical Tips on Onboarding, Documentation and Due Diligence
  • Completing the new W8-BEN Form and Getting It Right!
  • Custodians and Reporting to the CRA
  • Strategies to Successfully Implement FATCA and Tips on How to Comply

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