In a live webinar, our tax experts covered the complexities of income classification, reporting, and cross-border taxation, while sharing tips to improve your workflows:

Classification challenges: interest vs. dividends and the risks of getting it wrong

Reclassifications: how shifting income types affect reporting across a 12-month cycle

Different income types: dividends, interest, ERI, fee rebates, compensation payments, dividends in specie

Fund structures: Unit Trusts, REITs, and PAIFs, including PID vs. non-PID classifications

Reconciling platform vs. CTC values: where mismatches come from and how to fix them

Accrued income reporting: handling earned-but-unpaid income

Withholding taxes: what to watch for across jurisdictions (US, Canada, Switzerland)

Watch the full session below.