Available: On-demand
Cross Border Dividend Withholding Tax
About this session
This event is designed for the wealth management and investment community who want a clear, strategic understanding of Dividend Withholding Tax (DWT) and the real financial impact and opportunity it presents for investor clients.
We will demystify how DWT works, where recovery opportunities exist globally, and how both advisors and investors can optimise outcomes in an increasingly complex cross-border tax environment. We will delve into regulatory developments, operational challenges, and digital reclaim solutions.
In this free event, our expert speakers from the Sprintax Dividends leadership team will discuss everything you need to know about cross-border DWT.
Topics covered in the session include:
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What is Dividend Withholding Tax (DWT)?
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The value of recoverable DWT globally
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DWT’s impact on wealth management and the investment community
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Global statutory rates and reduced rate opportunities from treaties and domestic law
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Real life scenarios for wealth management clients
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FASTER updates affecting Dividend Withholding Tax recovery
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Digital solutions to support withholding tax recovery for wealth management and investors
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And more!
Your panel speakers
Ryan Ludden
Vice President Sales, Sprintax Dividends
Ryan Ludden has been supporting organizations across the U.S. and around the world with nonresident tax compliance for over eight years at Sprintax. During that time he has delivered more than 500 tax workshops and webinars to nonresidents and their employers, assisting with tax filing and process optimization to ensure NRA compliance.
Michal Kwiatkowski
Head of Custody Tax, Sprintax Dividends
With over 20 years of experience in the financial services industry, Michal Kwiatkowski is a seasoned tax operations professional specializing in Dividend Withholding Tax (DWT) recovery, relief-at-source processes, and operational compliance. In his role as Head of Custody Tax at Sprintax Dividends, he leads the delivery of high-quality tax services to global clients, combining deep technical expertise with a strong focus on process optimization and taxtech innovation.
Elaine Marino
SVP Global Head of Custody Tax
Elaine has vast work experience in the field of cross-border taxation of investment income. She holds a Master of Science (M.S.) degree in Taxation from the Fordham Gabelli School of Business and a Master of Business Administration (MBA) from Baruch College. Elaine is the Vice President of Sprintax Dividends, specializing in Canadian and European dividend withholding tax recovery.
Your questions. Answered.
Our expert speakers will outline everything you need to know about Dividend Withholding Tax (DWT), including how DWT works, where global reclaim opportunities arise, and how investment professionals can enhance outcomes in an increasingly complex cross-border tax landscape.
This session is designed for Wealth Management firms, Broker/Dealers, Investment Firms, Private Banks and Family offices as well as tax team members involved within the withholding tax processes for these organizations.
Simply complete the registration form and you will receive a link to join the online session.
About Sprintax
Sprintax is a global fintech company that specializes in non-resident tax compliance, providing a suite of software solutions which simplify tax determination, withholding, tax return filing and reclaim for individuals, investors, and organizations.
Sprintax Dividends is a cross-border tax reclaim software solution which supports organizations and individual investors to maximize their return on investment by reclaiming cross-border dividend withholding tax (DWT), which is typically withheld on overseas investments.
First launched as a nonresident tax advisory for U.S. universities, Sprintax has evolved in size and offering in recent years and is now the trusted tax compliance software solution for over 800 institutions and corporations, including Ivy League schools and the most recognized universities in the US. While Sprintax is headquartered in New York, our team travels all over the US and abroad, speaking at payroll and educational exchange conferences on non-resident taxation.
Sprintax now forms part of CluneTech, a suite of global companies that help simplify the complexity of global business providing industry-leading solutions for digital sales, global payroll, tax compliance, global vat & cross-border payments.
