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12-13-2021, 12:44 AM
Post: #1
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[F4LT] Qualified Intermediary: Overview and Context
Qualified Intermediary: Overview and Context
QI's vs. NQI's: Assessing the Meaning New Rating: 4.8 out of 5 (2 ratings) 223 students 31min 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 Qualified Intermediary (QI). Qualified 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/qualified-intermediary-overview-context/ Enjoy! |
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