Speaker(s)
- Ms Kathleen Wang, Tax Partner, PwC Hong Kong
- Mr Jeffrey Ip ACG HKACG, Tax Reporting and Strategy Senior Manager, PwC Hong Kong
- Ms Terri Yu, Corporate Tax Practice Manager, PwC Hong Kong
- Ms Ivy Chow FCG HKFCG(PE), Council Member of HKCGI; Tax - Corporate Services Director, PwC Hong Kong (Chair)
Description
The Automatic Exchange of Financial Account Information (AEOI) is a global initiative designed to combat tax evasion and enhance transparency across jurisdictions. As part of this framework, the Common Reporting Standard (CRS) was established to guide financial institutions in gathering and reporting account information. In recent years, tax authorities globally, including those in Hong Kong, have intensified their efforts to identify potential reportable financial institutions and meticulously review the data they provide.
We are delighted to have PwC professionals who will revisit key aspects of CRS, including:
- the background and implementation in Hong Kong;
- the regulatory requirement;
- the latest activities taken by the Inland Revenue Department (IRD);
- the implications for non-traditional financial institutions, such as trusts and group investment companies; and
- practical guidance on CRS due diligence and reporting.
Remarks on this Physical Session:
- This is the physical session and physical attendance is required for CPD counting purpose. If you wish to join online, please click HERE for the online session.
- Physical seats are limited and shall be taken on first-come first served basis. Registration will be closed on 28 April 2025 at 2.00pm.
- Once enrolment in the physical session is confirmed by the Institute, requests to change to online session will NOT be entertained.
- Physical attendance is subject to the weather condition at the time of the seminar. The Institute reserves the right to convert enrolment in the physical session into online session.
Level: Intermediate
Speakers' bios:
Ms Kathleen Wang
Mr Jeffrey Ip
Ms Terri Yu
Ms Ivy Chow (Chair)
Seat guarantee will only be given to HKCGI Fellows and/or Practitioner’s Endorsement (PE) holders if registered 10 clear working days with payment prior to the date of the seminar.