We’ll be at the International Tax Withholding Conference – will you?

The 29th annual International Tax Withholding & Information Reporting Conference takes place in New York City on June 8th – 9th. As we announced a couple of weeks ago, this year Meritsoft are one of the sponsors, along with Deloitte, EY and others.

The conference covers some key issues, and we will be available to provide greater depth on some of those issues, together with proven solutions. Just come and see us on our stand at the conference, or if you can’t make it, several of our London staff will be in New York for several days beforehand if you would like to arrange a meeting – just email or call our New York office on +1 (646) 926-3748


Key sessions

If you are at the conference, there are two sessions in particular you should be attending, and which we are happy discuss in more detail:

  • Understanding and Operationalizing the Section 871(m) Requirements – Day One, 1.30pm.
  • Understanding and Operationalizing Section 305(c) – Day Two, 1pm.

As you probably know, with 871(m) in particular, there have been many issues, even though it’s only now getting underway, while Phase 2 only comes into effect at the beginning of 2018. The implications are massive – in fact as our blog post from March shows, 871m could already be costing you dearly.

If you’re like many attendees, you will be keen to find the right answers for your firm. In particular, you may be thinking about developing solutions in-house. While this may have its attractions, it crucially means that you have to learn as you go, and that you are not able to take advantage of the experience of others.

That’s where Meritsoft Tax Manager can give you a major advantage. Our solutions don’t just help you meet your obligations for 871(m), 305(c) and other transaction-based taxes, they deliver numerous other operational benefits.

We now have 50+ use cases implemented, covering Custody, Wealth, Prime Brokerage, Funds and Listed Derivatives functions, and new ones are being added all the time. It means you’re not just leveraging our expertise and knowledge, but the experience of numerous Tier One financial institutions who have successfully implemented our software.

You can also find out more information by emailing tax@meritsoft.com or by calling +44 20 3865 4641 (London) or +1 (646) 926-3748 (New York).