When the client sold their business they engaged us and we saved them an additional $20M in taxes they would have otherwise paid had they not obtained the right advice.
Prior to working with us….
they were not aware that failure to properly plan could result in all of their global future earnings being automatically taxed in the US.
We advised them on…
their US expansion and the subsequent sale of their business to a publicly traded company.
We were hired because we were able to show the client that:
Double tax can substantially reduce returns (regardless of foreign tax credits and income tax treaties). i.e. that double tax treaties do not apply in many circumstances.
The structure of the business on formation and upon sale matters. The effective tax rates for the owners swung between 0% to 63% depending on the structure and residency of the stockholders.
Restructuring Holdings of a Client in NY-based Fintech
Reviewing laws in both Australia and the US, and working...
Expansion of a Digital Marketing Platform
Prior to working with us they were not aware that...
Modeling of IRR for a Sydney-based executive
This involved a consideration of whether the investment should be...