Qualified Intermediary Conference

Image: Qualified Intermediary Conference

December 9-10, 2019

Intercontinental Hotel
Miami, Florida



Julio M.  Jimenez, Principal in our Tax Services Group, will be speaking at the Qualified Intermediary Conference, an event dedicated to the issues that those in the role of Qualified Intermediary (QI) care about. Topics include:

  • Original regulations and QI agreement
  • Revisions incorporating FACTA updates
  • Operational challenges relevant to QIs

Featured Speakers

Image: Julio M. Jimenez
Julio M. Jimenez
Principal