Practical CRS Challenges


Wednesday, 27 October 2021
12.00 - 14.00


,


Hotel Glockenhof
www.glockenhof.ch

Zurich Center

HYBRID Event

Speaker(s)
Lisa CORNWELL, Director PwC Switzerland, International Wealth
www.pwc.ch

 
Lisa is a Private Client practitioner with 18 years experience working in both professional services and global private banking. Her clients are typically international private clients, family offices and trust companies working with clients from diverse industries and geographies.
Lisa draws on her previous experience working in Private Banking to advise banks and wealth managers how to handle private client tax matters in a pragmatic and robust manner.
Lisa is a Chartered Tax Adviser, a member of STEP and a member of the European Registry of Tax Advisers.
 

Nigel BROWNE, Director PwC Switzerland, Operational Taxes
www.pwc.ch

 
Nigel is the leader of the Operational Taxes team of PwC Switzerland. He has more than 20 years’ experience of advising clients in the financial services industry with a focus on both private client and operational taxes matters.
Nigel has worked in the PwC member firms in Ireland, the US and Switzerland and he specialises advising on regulations such as FATCA; CRS, QI, as well as tax mandatory disclosure rules (DAC6).
Nigel is a Chartered Accountant and a member of the Irish Taxation Institute.
 

Topic

Practical CRS Challenges

 
The talk will cover the following points:
  • Setting the scene - brief recap of common classifications
  • CRS - What happens when things go wrong
    •    Incorrect classifications
    •    Over-reporting/reporting to the wrong country
    •    Practical examples – tax authorities, other third parties
    •    Requests from foreign tax authorities
    •    Interaction of CRS and other reporting regimes
    •    Risk for Intermediaries relating to the set up and administration of      structures
  • Questions & Answers

Fee
CH 80.00 Lunch Meeting Member price / CH 40.00 Webinar Member price
 
CH 100.00 Lunch Meeting non-Member price / CH 50.00 Webinar non-Member price

CPD
1 hour towards CPD obligation

Register
events@step-ch-fl.com by 26.10.2021

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