Wednesday, 20 May | 10:00-11:00 EDT

Withholding tax reclaims can hold material value for US investment funds, but complex market rules, long recovery timelines, and evolving compliance demands can often erode returns. 

Join Jason Yule and Jade Riesenburg from WTax as they examine key developments in Switzerland and Germany, alongside tax reclaims made via the European Court of Justice.

This complimentary session will also feature a focused case study to show how delayed recoveries affect fund performance and where targeted action can improve outcomes, with further discussion on claim takeover, full-service recovery models, Collective Investment Trust considerations, and private equity scenarios where withholding tax exposure can arise. 

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