There can be additional complexities involved in cross-border acquisitions. It is important to understand the tax treatment in each country in order to ensure the acquiror and target receive the desired result. Techniques for acquisitions in one country can be different than in the other and the resulting tax implications can be significant even if unintended. […]
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The information found on a company’s balance sheet is among the most important information for a business leader, regulator, or potential investor to understand. Without this knowledge, it can be challenging to know whether a company is struggling or thriving […]
Read More… from How Assets are Reported on the Balance Sheet
Whether you are a business owner, employee, or investor, understanding how to read and understand the information on a balance sheet is an essential financial accounting skill. […]
Read More… from The Balance Sheet: A Key Financial Statement
The revenues that a company has not yet received payment for and expenses that companies have not yet paid are called accruals. There are four types of accruals that are typically recorded on the balance when the company follows the accrual method of accounting. […]
Read More… from Typical Types of Accruals on the Balance Sheet
Accrual basis accounting is a method of accounting that records transactions when they occur, not when cash is received or paid out. The accrual method of accounting is used to recognize revenue and expenses in the fiscal year they are earned or incurred. […]
Cash basis accounting is a method of accounting that records income when cash is received and expenses when they are paid. It is also known as the cash method of accounting. The cash basis of accounting is usually followed by individuals and small companies. […]
Cross-border acquisitions usually have additional complexities as the laws of more than one country must be planned for and coordinated. Typical acquisition planning in one country may be different than in another country. A structure that is common in one country may significantly change the deal for an acquiror or target in another country. […]
The typical family office has a sophisticated tax structure that must blend income tax planning with estate tax planning. The structure typically involves a number of business entities that will include owners involving individuals and one or more dynasty trusts for efficient estate and gift tax planning. […]
Read More… from Strategic Coordination of Accounting and Tax for the Family Office and Dynasty Trust
Tax implications often determine how certain types of investors will invest in a fund. There are various categories of investors that have competing tax implications so it is important that the fund can accommodate the competing tax interests of the investors. One category of investors are tax-exempt investors and planning for unrelated business income tax (“UBIT”). […]
U.S. citizens and U.S. tax residents (“U.S. Persons”) who reside outside the U.S may have investments or assets that require special reporting or have alternative tax regimes. It is important the U.S. Person or their tax advisor understands these specialized tax rules in order to avoid punitive tax regimes or penalties to properly file the required informational reports. […]
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