POSTS TAGGED : tax compliance

IRS Tax Changes and Adjustments for 2025: Expert Insights from William Martensen

William Martensen is a seasoned enrolled agent and founder of Martensen Tax & Financial in San Juan Capistrano, California. With more than 15 years of experience and a client base exceeding 600 individuals and businesses, he delivers comprehensive services that range from tax planning and preparation to IRS audit representation, conflict resolution, and virtual consultations.

William Martensen

photo credit: WilliamMartensen.com

A graduate of the University of Arizona’s Eller College of Business, Mr. Martensen is widely recognized for translating complex tax regulations into clear, actionable strategies that minimize liabilities and manage risk. His commitment to integrity and community service further underscores his credibility as a trusted authority in tax and financial matters.…

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6th Tax Compliance for Financial Institutions

From 7th to 9th November, Hermes bank representatives reaffirmed their commitment to regulatory transparency by turning their attention to adopting CRS updates and sustaining FATCA compliance.

Tax compliance for financial institutions

The 6th Annual Tax Compliance conference held at Times Square, New York brought together a global pool of acclaimed professionals in their field. In attendance, the bank benefited from the experience of industry experts from international players such as BNP Paribas, JPMorgan Chase, BNY Mellon, Deutsche Bank, Goldman Sachs, Citi, Thomson Reuters and others as well as the Internal Revenue Services (IRS).

In preparation for the inaugural year of country by country reporting the bank continues to examine FATCA and CRS requirements from various perspectives to mitigate risk and adopt industry best practices.…

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