Forms W-8BEN and W-8BEN-E: IRC Section 1446(f) Withholding, Claiming Withholding Exemptions, and Treaty Benefits
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will review the updated Series W-8 reporting requirements for Forms W-8 BEN-E, W-8 BEN, and W-8 ECI. Our panel of foreign tax veterans will provide a comprehensive review of the reporting requirements and an explanation of the underlying tax legislation necessitating the preparation of these forms.
Outline
- Series W-8 reporting background
- Recent updates
- W-8 BEN
- W-8 BEN-E
- W-8 ECI
- W-8 IMY
- Best practices
Benefits
The panel will cover these and other significant issues:
- Legislative background for the Series W-8 reporting forms
- The 10 percent withholding requirement under IRC Section 1446(f)
- Claiming treaty benefits on Line 10 of Form W-8 BEN
- Best practices for updating existing Forms W-8
Faculty
Jack Brister
Managing Member
International Wealth Tax Advisors
Mr. Brister specializes in U.S. tax planning and compliance for non-U.S. families with international wealth and asset... | Read More
Mr. Brister specializes in U.S. tax planning and compliance for non-U.S. families with international wealth and asset protection structures which include foreign trusts, estates and foundations that have a U.S. connection. He also specializes in foreign investment in U.S. real property, and other U.S. assets, pre-immigration planning, U.S. expatriation matters, U.S. persons in receipt of large foreign gifts and inheritances, foreign account compliance and offshore voluntary disclosures.
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Armin Gray
Managing Partner
GRAY TOLUB
Mr. Gray's practice is focused on tax controversy, IRS Offshore Voluntary Disclosure programs, FATCA, and... | Read More
Mr. Gray's practice is focused on tax controversy, IRS Offshore Voluntary Disclosure programs, FATCA, and international taxation. He is an adjunct professor at New York Law School where he teaches a course on the taxation of intangible property. He is a frequent presenter and writer on various corporate and tax topics. Prior to forming his firm, he was an attorney at several large law firms, where he focused on capital markets, financial products, international tax, and corporate and partnership tax.
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Benjamin Tolub
Managing Partner
GRAY TOLUB
Mr. Tolub formed GRAY TOLUB LLP in New York to better serve the firm’s international clientele, either based... | Read More
Mr. Tolub formed GRAY TOLUB LLP in New York to better serve the firm’s international clientele, either based abroad and investing in the U.S. or based in the U.S. with multi-national assets. Among other areas, he has extensive experience in U.S. real estate inbound transactions both from a tax and non-tax perspective.
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