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Tax developments and insights newsletter

A monthly newsletter, written by Nelson Suit, Tax Compliance Officer, providing insights into evolving regulatory tax topics to keep financial institutions up-to-date on issues impacting business.

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Why subscribe to our newsletter?

Our monthly tax developments and insights newsletter summarizes the prior months tax developments relating to U.S. tax information reporting and withholding issues. The posts are  intended for directors and operations teams at financial institutions, mainly banks and brokers, tasked with conducting tax due diligence and tax withholding and reporting on customer accounts. We alert readers of significant IRS guidance and industry developments in this area and provide perspective as to potential operations and business ramifications of these developments. Our posts highlight not only tax guidance but how tax rules interact with operational processes and technology.

Subscribe to our tax developments and insights newsletter today to :

  • Keep up-to-date on U.S. tax information reporting and withholding developments
  • Gain insights on how new tax guidance may impact tax operations teams
  • Learn about industry perspectives on current tax challenges and the role played by tax digitization and tax technology tools
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I am always surprised at the number of things that tax touches, from economics to industry trends to new technologies such as blockchain, and I think that variety is what excites me.
Nelson Suit headshot in a garden background

Nelson Suit
Tax compliance officer, Refinitiv

Past newsletters

Read recent issues

January 2021

During the last week of 2020, the president signed into law the Consolidated Appropriations Act (CAA), 2021. The act combines some $900 billion in pandemic-related relief together with a $1.4 trillion omnibus spending bill. We discuss some of the tax-related provisions of the massive legislation, even though for the most part the provisions bypass tax withholding and reporting functions.

December 2020

In November, the IRS released its Priority Guidance Plan for 2020-2021, giving us a glimpse of planned guidance projects for this fiscal year; the Internal Revenue Service Advisory Council (IRSAC) issued its annual report providing its recommendations for tax issues requiring IRS input; and, more globally, the OECD has released a report on the status of crypto taxation in various jurisdictions around the world.

November 2020

October left us with a few tax treats, or perhaps tricks. As we have discussed in a recent blog, the IRS issued final regulations on broker withholding rules for sales of publicly traded partnership (PTP) interests. Legislators and industry representatives in New Jersey argued over a possible financial transactions tax in the state.
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Related product

Refinitiv Maxit - Tax information reporting solution    

Simplify your brokerage tax reporting processes with the industry’s only end-to-end tax reporting solution combining cost basis and tax information reporting in a single comprehensive platform.

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