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    FATCA Readiness of Banks in Europe
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    Capital Changes Top 10 Corporate Actions of 2014
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Tax Reporting Solutions

When it comes to tax reporting, accuracy and efficiency are essential to your firm's success. Inaccuracies in your investment tax reporting can result in significant financial penalties and immeasurable reputation damage.

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HMDA With 2020 Hindsight

(Published Summer 2017)  If you could travel back in time, what advice would you give your past self to help you better prepare for HMDA in the year 2020? In this article, Regulatory Consultant Barbara Boccia offers a year-by-year guide for HMDA readiness.

Coming of Age: Fintech Matures

(Published Summer 2017) In this article, Senior Regulatory Consultant Tom Grundy explores the evolution of technology over the past 20 years. From Sony Walkmans and VCR’s to Bitcoin and digital wallets, there’ve been tremendous advances over the years. And, for competitive financial institutions, innovation will continue to play a critical role in their success, although not without some challenges.

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Top Ten Challenges with Phase 3 Compliance GainsKeeper CompleteDebt

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Cost Basis Reporting Law

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Passive Foreign Investment Funds

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