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FundApps and WTax announce strategic partnership to help investors navigate cross-border complexity

Additional Alpha From Accuracy: The Cost of Small Errors in Withholding Tax Recovery

Institutional investors are acutely aware that every basis point counts. In a competitive market, where fee compression and heightened governance expectations are constant, finding new sources of value is critical. One such source sits outside the portfolio itself: withholding tax recovery.

IRS Operational Pressures Could Affect 2026 U.S. Tax Residency Certificates

WTax is monitoring developments at the United States Internal Revenue Service (IRS) following indications that staff reductions, funding pressures and the continuing federal government shutdown may contribute to slower processing of Form 6166, Certificate of U.S. Tax Residency, for the 2026 tax year.

Behind the Scenes of WTax’s Proprietary Rules Engine

At WTax, our technology is at the heart of everything we do. Behind the smooth, client-facing process lies one of the most advanced systems in the withholding tax recovery industry: our proprietary Rules Engine.

Navigating Withholding Tax Reclaims for U.S. Limited Partnerships

For U.S. Limited Partnerships (LPs), withholding tax recovery can be both a valuable opportunity and a complex challenge. Because U.S. LPs are tax-transparent by default, income is attributed directly to investors rather than to the partnership itself. This transparency shapes how reclaim entitlements are determined and introduces an additional layer of documentation and jurisdictional variation.