Tuesday, 1 October 2019 - 2pm BST | 3pm CET

Tax Reporting 2020

Trend Forecasting and Preparing for Future Challenges

In partnership with

Why attend

In light of regulations such as the Automatic Exchange of Information (AEoI) based on the OECD’s Common Reporting Standard (CRS), the Foreign Account Tax Compliance Act (FATCA) and its Intergovernmental Agreements (IGA1 and IGA2), QI reportingfor financial intermediaries or the new directive for mandatory disclosure rules (DAC6), financial institutions are facing the major challenge of having to fulfill the tax authorities’ constantly changing requirements concerning reporting standards. Financial institutions must address the challenges of being compliant with regulatory requirements, manage high volumes of data, ensure data quality and embrace digitalization, whilst focusing on their core activities as financial institutions.

The key take-aways

The reporting context: global tax transparency and tax initiatives

The relevance of tax reporting automation

Best operating models and trends to fulfil reporting requirements from a deployment perspective: Outsource, build, buy or SaaS

Trends and next steps in tax reporting: Facing new DAC6 challenges

The webinar panel

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Andrea Mrakic, Co-Head of Tax | SCHOELLERBANK

Sascha Steingen, Head of Tax Department - FATCA - DAC 6 / MDR - AEoI - QI | EDMOND DE ROTHSCHILD

Christian Gullak, Head of Tax Programme | DANSKE BANK

Fabrice Chatelain, Director and Head of FiTAX | BEARINGPOINT

Fabrice is a professional with 20 years’ experience providing software and services in the financial sector. Fabrice is Director at BearingPoint. He joined the company in 2003 and he is currently head of FiTAX BearingPoint’s tax software. He is responsible for the team as well as the software development, delivery and implementation projects of FiTAX modules. FiTAX covers regulatory tax reporting regimes such as QI, FATCA, CRS/AEOI and DAC6/MDR.

Ronald Frey, Chief Product Officer BearingPoint RegTech | BEARINGPOINT

Ronald Frey is the Chief Product Officer of the RegTech product unit within BearingPoint. He is responsible for the product strategy and management of the Swiss regulatory reporting product FiRE as well as for the tax reporting products EasyTax and FiTAX. Ronald is an expert in tax authority reporting (QI, FATCA and CRS), in tax reporting for individuals (income, wealth and capital gain) and in implementation of BearingPoint's tax software solutions.

This webinar is in partnership with

BearingPoint RegTech, a leading international provider of innovative regulatory and risk technology solutions (RegTech & RiskTech) and services along the Regulatory Value Chain for FS. BearingPoint's FiTAX, a standard software for financial institutions to produce tax reports required by tax authorities, was awarded "Best Solution-Tax Reporting" at the Regulation Asia Awards for Excellence 2018.

Learn more about their solutions here: https://www.reg.tech/en/our-solutions/banks-other-financial-institutions/fitax-tax-reporting/

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