The Qualified Intermediary Program hosts free webinars and in-person presentations to provide updates and assistance for Qualified Intermediaries, Withholding Partnerships and Withholding Foreign Trusts.

Get direct help from the IRS Financial Intermediary team on:

  • QI, WP and WT agreements
  • Applications, Renewals and Terminations
  • Certifications and the Periodic Review process
  • Forms 1042 and 1042-S

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Upcoming events

Currently, there are no events.

Past events

Sept. 12-13, 2024: Frankfurt, Germany
Sept. 9-10, 2024: Charlottenlund, Denmark
May 10, 2024: Singapore, Singapore
May 7-8, 2024: Tokyo, Japan
August 8-10, 2023: Toronto, Canada
July 24-25, 2023: London, United Kingdom