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12-13-2021, 12:31 AM
Post: #1
[F4LT] Obligations of a Non-Qualified Intermediary
Obligations of a Non-Qualified Intermediary
Assessing the Obligations of a Nonqualified Intermediary vs a Qualified Intermediary
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40min of on-demand video

Description
This introductory course, presented by the Tax Compliance Toolkit, is your one-stop shop for all matters related to the meaning behind what it means for a financial institution to be considered a Nonqualified Intermediary (NQI). Nonqualified Intermediary Agreements are agreements that financial intermediaries can enter into with the Internal Revenue Services (IRS) to reap certain benefits. These benefits, however, are intertwined with large operational and administrative burdens, most of which can be very complex.

Furthermore, it is often the case the intermediaries are unaware of said operational tasks, and this is where we are educating the market.

https://www.udemy.com/course/obligations-of-a-non-qualified-intermediary/

Enjoy!




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