• 2017/10/19

With the spotlight on the Automatic Exchange of Information (AEoI), the pressure on your clients to be tax transparent in their home countries is escalating. It's no surprise, then, that the demands for detailed fiscal reports that enable your clients to easily file their tax returns will be increasing too. 

How you respond to this call for greater tax transparency, and the ease of process that you put in place for clients, will be an opportunity for an essential service differentiation.

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In this webinar, banks and wealth managers have the chance to learn why sophisticated client tax reporting is required and how this can be achieved with EasyTax. During this 60-minute, learn about the following key topics:

  • The state of client tax reporting in APAC
  • Client Tax Reporting in Europe with EasyTax onshore/offshore reporting modules
  • A short demo of EasyTax
  • Christopher has more than 20 years of tax experience in the financial sector and "Big-4" practice. Until recently, he heads up JPMorgan South East Asia tax team and is the tax leader for the bank's Asia private banking business. He was also key member for the bank's FATCA and CRS implementation team. Christopher also possess extensive China tax experience having been the tax director for UBS in China. He has worked as tax advisor to a diversified range of multinational banks in their product offerings and transactions. His tax expertise covers structured finance, family offices solutions, dispute resolution and support.

  • Mathias joined BearingPoint in 2004 and is Product Manager of EasyTax, BearingPoint’s standard software product for international client tax calculation and reporting. Before joining BearingPoint, he supported various clients in diverse topics of risk management in Europe.

  • Ronald Frey is Chief Product Officer of the RegTech product unit within BearingPoint and 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. He 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. Ronald Frey’s focus is to drive international growth for the Swiss RegTech products.

EasyTax

International client tax calculation & reporting solution

International client tax calculation & reporting solution

Generate your tax reportings and calculations with EasyTax - our proven software solution for international client tax reporting and calculation that enables financial institutions to produce country-specific tax reports for their clients.

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