Final Regulations under the Foreign Account Tax Compliance Act (FATCA) Implications for Foreign Fund

 

Final Regulations under the Foreign Account Tax Compliance Act (FATCA): Implications for Foreign Funds
Tuesday, March 19, 2013, 1:00 pm - 2:15 pm ET

This webinar will address the implications of FATCA on foreign financial institutions (FFIs), which include certain foreign funds. Covered topics will include:

     

  • FATCA withholding on U.S. sources
  • FFI agreements
  • FFI responsibilities, including due diligence and reporting of U.S. taxpayer accounts
  • Intergovernmental agreements
  • Phase-in of FATCA requirements
Presenters:

Mary Burke Baker is Government Affairs Advisor in the Washington, DC office of K&L Gates. Mary focuses her practice on federal tax matters affecting businesses and individuals, including tax policy, tax administration, and technical tax issues.

Roger S. Wise is a partner in the Washington, DC office of K&L Gates. Roger counsels clients on the federal income tax aspects of domestic and cross-border business transactions. Mr. Wise advises clients on the tax aspects of structuring open-end and closed-end mutual funds, hedge funds and private equity funds. Recent matters include master-feeder structures, fund-of-funds strategies, tax-free reorganizations of investment companies, and complex reorganizations involving partnerships. Mr. Wise’s experience also includes structuring and negotiating corporate acquisitions and divestitures, including leveraged buyouts, internal reorganizations and inbound and outbound investments.

Kathy D. Ireland (Moderator) is Associate General Counsel at the Investment Adviser Association. Prior to joining the IAA, Ms. Ireland acted as an independent consultant focusing on pension and securities issues. In addition, Ms. Ireland served as Associate Counsel and Senior Associate Counsel at the Investment Company Institute for 12 years, representing the mutual fund industry in regulatory matters before the Department of Labor, the IRS, and the SEC. She also worked as an attorney in the Division of Investment Management at the SEC, and as an Associate and Counsel at Gibson, Dunn & Crutcher. She received her B.S. degree, magna cum laude, from Lebanon Valley College, her law degree from the College of William & Mary, and an LL.M. in Labor Law from the George Washington University National Law Center. She is a member of the District of Columbia and Maryland Bars.

Registration:

Registration for the live webinar has closed. To purchase a recording of this webinar, please select the "Registration" link on the left side of this page. The recording costs $125 for an IAA member or associate member and $200 for a non-member. If you have any questions, please contact the IAA events team at IAAEvents@investmentadviser.org or (202) 293-4222.

Cancellation Policy:

Cancellations and substitutions must be received in writing no later than 5:00pm ET Friday, March 15, 2013. There are no refunds for cancellations received after this date.