FATCA / CRS Workshop

Our popular FATCA / CRS Workshop is approximately 1 hour and 30 minutes in length and can be held at your own offices, Midshore’s offices or a location of choice. Typically peak interest for this course is around Q2 of any year, so please contact us in advance to schedule.

The course is broken down into 9 sections as follows:

• Introduction to Entity Classification
• Introduction to Reporting Obligations
• Companies
• Trusts
• Foundations
• Partnerships
• Report Building
• Correcting Reports
• Mandatory Disclosure Rules

The workshop is not intended for all employees and should be taken by those who are looking to expand their knowledge or actively lead teams internally.

Midshore are also able to assist those further who take this course as consultants during your FATCA / CRS reporting periods.