Global Tax Advice

Tax Advice

Moving to another country can be complicated enough, without having to get to grips with a whole new system of taxation. D&A is on hand to help with all your tax questions and requirements, no matter where you decided to move.

While the United States tax law is among the most sophisticated in the world, it is also fraught with traps for the uninitiated. The United States is renowned for its onerous tax reporting and complex taxation principles. These can affect certain non-U.S. businesses and offshore financial assets

This raises the prospect of double taxation and the possibility of being taxed on worldwide income.

Our solution

By engaging proactively in careful United States income and transfer tax planning during the window period prior to receipt of the Green Card and commencement of U.S. tax residency and thereafter, a client may substantially mitigate or avoid unexpected adverse U.S. tax costs and future IRS tax audit consequences and thereby reduce liability to U.S. taxes.

The United States tax planning offered by Davies & Associates LLP would cover any, or all, of the following three areas:
  • U.S. Income Tax Planning for the U.S. and Global Business;
  • U.S. Personal Income Tax Planning ; and
  • Long-term United States gift and estate planning and tax-efficient succession including review of existing Offshore Family Trusts."

Our Tax team is headed by Gary Kaufman, a member of the Tax Sections of the American Bar Association and of the New York State Bar Association. He is an accomplished industry spokesperson, having lectured at The New York City Economic Development Corporation, New York State Society of CPAs, Hudson Valley Bank's Continuing Legal Education Seminar, New York Women in Television and Film, and the Entertainment Law Committee of the New York City Bar Association.

U.S. Income Tax Planning Services for Global Business

U.S. tax objectives--

  • Structuring formation and operation of U.S. business in tax-efficient manner to minimize U.S. tax on business profits.
  • Structuring to shield the offshore business earnings of foreign affiliates from United States taxation and to shield foreign affiliates from taxation, including imposition of the harsh business profits tax, on the U.S. business profits.
  • Structuring intercompany transactions with foreign affiliates in tax-efficient manner.
  • Structuring the holding of and global exploitation of the Group’s intellectual property {IP} in a tax-efficient manner to reduce U.S. income tax on global profits.
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