We provide strategic, compliant tax planning that preserves cash, reduces risk, and aligns with business strategy across jurisdictions—led by senior advisors who translate complex rules into clear, defensible positions. Engagements combine direct, indirect, and international tax expertise with disciplined documentation, phased timelines, and board‑ready reporting.
What we do
- Regime and structure optimization: compare tax regimes, entity choices, holding/branch models, and treaty outcomes to minimize effective tax rates.
- Timing and accrual planning: calibrate revenue recognition, expense acceleration, depreciation, and allowances to smooth cash outflows without inviting challenges.
- Incentives and credits: identify and implement sectoral incentives, R&D and employment‑linked benefits, state/zone benefits, and capital allowances with audit‑proof files.
- Group and cross‑border planning: transfer pricing policies, intercompany agreements, financing/interest planning, IP/royalty models, and loss/utilization strategies within legal frameworks.
- Transaction and restructuring tax: pre‑deal design, step plans, tax reps/warranties, and post‑close integrations that protect value and avoid leakage.
- Owner and management planning: ESOP/RSU design, dividend vs salary mix, buy‑back/redemption options, and succession pathways that balance tax and control.
- Risk reviews and position memos: health checks, reconciliations, and written determinations that withstand auditor and regulator scrutiny.
How we work
- Diagnose: model effective tax rate drivers, heat‑map risks, and quantify opportunity areas.
- Design: select structures and strategies with trade‑off analysis, timelines, and compliance guardrails.
- Document: prepare position papers, intercompany files, workpapers, and evidence indexes.
- Deliver: implement filings, elections, and agreements; monitor results and adjust to rule changes.