Maggie is an experienced tax professional with a strong background in Chapter 3 and Chapter 4 withholding tax compliance, including Fixed, Determinable, Annual & Periodic Income (FDAP), Effectively Connected Income (ECI), and related reporting obligations. She oversees the preparation and review of key tax filings, including Forms 1042, 1042-S, 8804, and 8805, ensuring accuracy and compliance with regulatory requirements.
Maggie has deep expertise in international tax compliance, including Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) obligations. She manages registration, classification, analysis, and reporting processes to support full compliance with these frameworks. Maggie's expertise includes leading a team responsible for preparing tax forms—such as Forms SS-4, 8832, W-8 and W-9 series, and CRS self-certifications—to optimize tax structures, while also reviewing and validating withholding certificates and CRS self-certifications for onboarding and remediation, and conducting in-depth analyses of withholding rates and tax treaty benefits.
Beyond compliance, Maggie collaborates with cross-functional teams to streamline tax processes in response to evolving regulations and client needs. She provides guidance on FDAP and ECI withholdings, FATCA and CRS compliance, and entity classification matters, helping the teams navigate complex tax requirements effectively.
Maggie earned both a Master of Accounting and a Bachelor of Business Administration from Iowa State University. She is a member of the American Institute of Certified Public Accountants.
KPMG
American Institute of Certified Public Accountants
MACC, BBA, Iowa State University
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.