Going Global: Tax & Compliance Considerations for U.S. Businesses Overseas | Mauldin & Jenkins

Описание: Thinking about expanding your business beyond U.S. borders? In this episode, we explore the key tax and compliance challenges that U.S.-based companies face when operating internationally. From foreign tax obligations and reporting requirements to navigating international trade laws and local regulations, our experts break down what businesses need to know to stay compliant and competitive abroad. Whether you're just starting to explore global markets or already operating overseas, this episode is packed with practical insights to help you avoid costly mistakes.

In this episode, we discuss:
00:00 Introduction
02:05 Differences Between Opening Up Shop Abroad and in the U.S.
04:27 Assembling Your Local Team
05:41 Currency Risk Management
08:38 Foreign Entities and Local Tax Landscapes
11:54 Alleviating Double Taxation
14:16 Leveraging Losses
16:29 Ownership Thresholds and Phantom Income
18:38 Anti-Deferral & "Shenanigans": The Goal of Subpart F
19:47 The OB3 Era: Navigating the Shift
23:51 Permanent Establishment: The "Nexus" of International Tax
26:58 Treaty Protection: Eligibility and "Shenanigans" (LOB)
30:24 U.S. Considerations and Reporting Requirements
32:54 Calculating Foreign Tax Credit
34:48 The "Team" Approach: Business Strategy Over Tax Tactics

About Our Guest
William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance, and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/in...