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Click here to read our most recent news.
2008
V-STP in Action
GlobeTax appoints Andrew Stephens as Senior Research Analyst
GlobeTax enters alliance with Kler's Financial Data Service
GlobeTax strengthens European presence
GlobeTax Appoints Bob Davies as Senior Advisor
GlobeTax's Tax Withholding News First Quarter 2008
New Protocols for US Pension Funds
Len Lipton, Director, was featured in the April 21st edition of Securities Industry News. The article titled "Citigroup To Use Tax Reclamation Service Bureau" was written by Chris Kentouris. To receive a copy of this article please contact Securities Industry News at (800) 221-1809.
2007
GlobeTax's Tax Withholding News Fall 2007
BDG signs re-distribution agreement
GlobeTax does Open Theatre Presentation
GlobeTax Launches Eurobond Long Form Market Protocol
William Treut Joins GlobeTax
UBOC signs to e-TaxData Online
GlobeTax prepares for business surge
GlobeTax's Tax Withholding News Spring 2007
Media Release - GlobeTax adds 71 markets to e-TaxData Online
The Two River Times
What Could You Do If You Collected All Your Income? By: William L. Imhof
2006
GlobeTax's Tax Withholding News Fall 2006
GlobeTax joins SWIFT as a Securities Market Data Provider
SWIFT signs GlobeTax Data Services to Data Distribution Service
SEI signs up for Tax Reclaim Service Bureau
Martin S. Foont participates in the Building a Bridge of Trust video series on Corporate Governance
Exchange Data Goes Live with StatRate
GlobeTax joins International Capital Market Services Association (ICMSA)
New Study by GlobeTax reveals that there could be $186 billion or more of withholding tax on cross border investment income recoverable in 2006/07
Exchange Data goes live with e-TaxData Online powered by GlobeTax
GlobeTax Director of Marketing - Ross McGill speaks at the International Capital Markets Services Association (ICMSA) monthly meeting in London To view the presentation click here
GlobeTax Rolls out Reclamation Service Bureau as printed in Global Investment Technology - Volume 15, Number 12
IRS issues Revenue Procedure 2006-35
Description of new fees for US Certificate of Residence requests (Form 8802)
US Senate Foreign Relations Committee - Testimony of William A. Reinsch, President, National Foreign Trade Council on Income Tax Treaty and Various Protocols (France, Sweden & Bangladesh)
EDI Adds GlobeTax Non-Resident Tax Rates to Reference Data Product
Marcum & Kliegman LLP's - Private Investment Forum
Foreign Withholding Taxes: How Much Money Are You Leaving On The Table? By: Len A Lipton
Herding Cats - an update from the frontlines of Corporate Actions Automation - Withholding Tax RecoveryGlobal Custody Review magazine
Foreign Income Tax Reclamation: Claim It or Lose ItBy William R. Lalli, NY State Society of CPA s Tax Policy Manager
2005
GlobeTax launches awareness campaign to improve investor returns
Information Mosaic signs development deal with GlobeTax
GlobeTax announces deal with SMA Software & Consulting
GlobeTax launches access to Tax Reclaim Service Bureau
Foreign Withholding Taxes - How Much Money are You Leaving on the Table? By: Len A. Lipton
GlobeTax Exhibits at the MFA s Annual Forum in ChicagoView Pictures 1 2
Exchange Data signs co-marketing agreement with GlobeTax
GlobeTax launches Withholding Tax Service Bureau on SWIFT Network
GlobeTax Marketing Director, appointed to ISO Committee
GlobeTax Marketing Director appointed to UK Standards Committee
Memorandum of Understanding Between Competent Authorities of US and Canada
Former IRS Official Staples Asks U.S. Treasury to 'Clarify' U.K. Treaty
Outsourcing adds 10% to shareholder Value
Schroders, the London-based asset manager, could have added 10% to its shareholder value
Navigating the Homeland Investment Act
White paper
SWIFT GlobeTax Service Bureau - A Route to STP in Corporate Actions
'Proposals for Relief at Source Harmonisation' by: Chris Gilbert - JP Morgan Chase
2004
GlobeTax's McGill to host Institutional Investor Audio Conference on Withholding Tax
Definitive Guide to Relief at Source by: Ross McGill
CAPIS announces Strategic Alliance with GlobeTax
GlobeTax Annual Tax Reclaims Pass the Million Mark
Outsourcing Withholding Tax: Choosing the Right Partner. By: Ross McGill
Withholding Tax Issues Rank High on Corporate Agendas by: Ross McGill & Len Lipton
Ross McGill serves as expert in pension fund forum
Withholding tax could affect credit ratings
GTS releases white paper on corporate governance and withholding tax
www.hedgeworld.com HedgeWorld's InsideEdge "Clock Ticking on Hedge Fund Reclaims" by: Chidem Kurdas
GlobeTax client: Union Bank of California, provides Case Study on outsourcing their tax reclaim operations
S & P article Legal Criteria for withholding tax
2003
Securities Industry News, GTS hires McGill for marketing
GTS Recruits Ross McGill
New Book opens the way for investors to get more money
Financial Services Community urged to improve fund performance through reclaiming withheld tax
2002
AFCI Updates
2000
Trust & Estates
1997
State Bar of Texas Section of Taxation
'Recovering Overpaid Tax Overseas' by Michael Brush, The New York Times
1994
‘Navigating the tax reclaim jungle’ by Fergus Reid, Asset International.
’Staking a reclaim]’ by Fergus Reid, Asset International.
‘Global Master Trust and Tax: Simple Steps to Better Performance’ by William L. Imhof, Global Custody Issues 95.
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