Operational Alpha Sources – ODD, Entitlement Recovery and other Best Practices

Investors with cross-border investment income are often entitled to withholding tax refunds or tax relief at source, depending on several factors, including tax residency, legal status, and the existence of double taxation treaties. However, most investors do not have the knowledge or processing infrastructure to file for reclaims on their own.

This workshop will cover the complexities of the reclamation process, how it is done, and why not paying attention to this aspect of your investment may be a breach of fiduciary duty. Lead by industry expert Len Lipton of GlobeTax. This webinar is not to be missed by investors who look outside of the United States for portfolio returns.

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