International Tax Consulting

At Philip Stein & Associates, we offer comprehensive international tax consulting services that help businesses navigate the complexities of cross-border operations. Our approach is focused on providing tax-efficient solutions that align with your company’s growth strategy while ensuring compliance with U.S. tax laws.

Company Structure Consulting

Whether expanding your operations abroad or restructuring your existing entity, choosing the proper company structure is key to long-term tax efficiency. We provide expert opinions on intercompany agreements, transfer pricing, intellectual property (IP) and Research and Development (R&D), the opening of new entities within your company group, and the tax implications of these decisions.

We assist you in determining the best structure to minimize U.S. tax exposure and manage compliance with U.S. and international tax regulations, including filings for GILTI (Global Intangible Low-Taxed Income) with Forms 8992 and 8993.

Options Reporting and Tax Treatments

When it comes to stock options and equity compensation, the tax implications can be complex. We help corporations with tax reporting and filings for various types of options, including Incentive Stock Options (ISO), Non-Qualified Stock Options (NQ), Restricted Stock Units (RSU), and restricted stock.

Our team ensures that your business complies with all U.S. reporting requirements and advises on the tax treatments for different types of employee compensation to optimize your U.S. tax position.

Withholding Tax 

Navigating withholding tax requirements can be challenging for companies with U.S. and international shareholders or employees. We help you manage U.S. withholding taxes on cross-border payments, ensuring compliance with tax treaties, such as the US-Israel Tax Treaty, and minimizing the withholding obligations for dividends and other payments.

Our consulting covers all relevant forms, including W-8 and U.S. tax filings such as Form 1042 and 1042-S. We guide you through the filing processes and help you understand the tax treatment of these payments under applicable U.S. treaties.

CFC (Controlled Foreign Corporation) and PFIC (Passive Foreign Investment Company) Tests 

If your business has foreign subsidiaries or holds foreign investments, you may need to comply with U.S. CFC and PFIC rules. A Controlled Foreign Corporation (CFC) is a foreign company in which U.S. shareholders, who own at least 10% of the stock, collectively hold more than 50% of the voting power or value, triggering specific U.S. tax reporting and compliance obligations.

We offer expert guidance in navigating the CFC and PFIC tests under U.S. law, ensuring that your company meets all reporting obligations while avoiding potential penalties. Our team helps you understand how these rules apply to your situation and advises on strategies to manage and mitigate tax exposure.

Tax Credits: FDII and R&D

Taking advantage of available tax credits can significantly reduce your tax liability.

We provide consulting on Foreign-Derived Intangible Income (FDII), a U.S. tax incentive that benefits certain corporations earning income from serving foreign markets. 

Additionally, we offer guidance on claiming the R&D tax credit, helping you navigate the eligibility criteria and maximize the credits available for your research and development activities.

If you’re also looking for help with sales and use tax consulting, our team has extensive experience ensuring compliance across jurisdictions.

Why Choose Philip Stein & Associates for International Tax Consulting?

Philip Stein & Associates is dedicated to helping companies navigate the complexities of U.S. tax compliance for international operations. Our expertise covers every aspect of international tax, from optimizing company structures to ensuring proper reporting for stock options and compliance with CFC and PFIC rules. 

We also guide you through U.S. tax credits such as FDII and the R&D credit, helping you minimize your tax burden while fully complying with U.S. tax regulations. 

Reach out to us today to learn how our international tax consulting services can streamline your operations and ensure compliance with U.S. tax laws, no matter where your business operates.