In the sector of international trade and finance, optimizing tax efficiency represents a significant competitive advantage for businesses. As the principal of a boutique tax firm specializing in IC-DISC, I am committed to cultivating strategic alliances with exporters, Certified Public Accountants (CPAs), and financial institutions (banks).… Read More

In 2022, Mexico witnessed unprecedented growth in its demand for packaging machinery and materials, reaching historic highs. … Read More

Navigating tax incentives can be complex, and one opportunity that often goes unnoticed by food and beverage distributors is the Interest Charge Domestic International Sales Corporation (IC-DISC). Here’s why many distributors may not realize they qualify and how they can benefit:… Read More

Foreign Derived Intangible Income (FDII) is a tax provision established by the Tax Cuts and Jobs Act (TCJA) of 2017 (§250(b)) to incentivize U.S. companies to earn income from exporting goods and services, while discouraging profit shifting to lower-tax jurisdictions.… Read More

A U.S. person owning shares in a foreign corporation may be subject to GILTI (Global Intangible Low-Taxed Income) tax, but this depends on several factors related to your ownership in the foreign corporation.  Here’s what you need to consider…… Read More

Introduced by Congress in 1971 to stimulate U.S. exports, Interest Charge Domestic International Sales Corporations (IC-DISCs) remain a robust tax planning tool. They offer substantial permanent tax savings and deferral opportunities for American companies, underscored by recent tax reforms preserving preferential treatment for qualified dividends and long-term capital gains.… Read More

Factoring accounts receivable (A/R) via an IC-DISC presents a powerful avenue for companies engaged in exporting to amplify their tax savings. Here’s an overview of how this strategy operates at a high level:… Read More