We Saved $20M in Taxes
We advise on US expansion and the subsequent sale of business to a publicly traded company. Prior to working with us, they were not aware that failure to properly plan could result in all of... Read more
What are the benefits of owning no assets? Managing warranty risk.
Same fact pattern above but Allen has recently negotiated and sold one of his operating companies. As part of this deal he was asked to provide personal guarantees with respect to certain warranties that formed... Read more
Can a foreign estate be re-domiciled in the U.S?
The Gates family are a London based family. They made their original wealth from a manufacturing business in Newcastle, which they sold 40 years ago. Today all of their capital is managed directly or indirectly... Read more
We Saved $20M in Taxes
We advise on US expansion and the subsequent sale of business to a publicly traded company. Prior to working with us, they were not aware that failure to properly plan could result in all of...
Read more
Restructuring Holdings of a Client in NY-based Fintech
Reviewing laws in both Australia and the US, and working with the private equity investors and the board to model out alternate valuation and tax scenarios.
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Expansion of a Digital Marketing Platform
Prior to working with us they were not aware that failure to properly structure a US business could result in Australian shareholders paying an effective tax rate of 63% or 15% when the sell a...
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Modeling of IRR for a Sydney-based executive
This involved a consideration of whether the investment should be held in his family trust, a corporation or his superannuation fund and whether those entities should be taxed on a flow through basis in the...
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US Expansion of a Technology Business
The client did not understand that double tax treaties only have limited application. There are only 14 substantive articles in the US Australia treaty and the number of tax issues that require cross border coverage...
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US expansion of online retailer
Nu-wave Products Pty Ltd in an Australian cosmetics company that sells their products through an online platform. Due to a spike in US based sales from with no marketing efforts in the US, they have...
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