GILTI, FDII and BEPS: Practical Guide for Companies in 2019
The recent enactment on the Tax Cuts and Jobs Act (TCJA) provides new tax minimization challenges and opportunities for U.S. companies earning income from overseas operations. As guidance and clarifications are continuously being issued since TCJA’s passage, corporations will need new tax planning strategies. Corporations should keep themselves abreast of the new provisions and developments surrounding the Global Intangible Low Tax Income (GILTI), the Foreign Derived Intangible Income (FDII), and the Base Erosion Profit Shifting (BEPS) to ensure compliance and maximize opportunities.
In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide and present an in-depth analysis of the fundamentals as well as recent developments in GILTI, FDII and BEPS. Speakers will also present best tax minimization and planning strategies in light of the updates.
Some of the major topics that will be covered in this course are:
- U.S. Tax Reform TCJA: An Overview
- New GILTI and FDII Provisions
- BEPS Updates
- Opportunities for Companies
- Potential Implications to Companies
- Best Planning Strategies
Justin Kuczmarski, MBA, CPA, CVA, CEIV, ABV, President
NAV Valuation & Advisory LLC
TCJA: Reactions and International Implications After 18 Months
- Analysis of Earnings and Corp Tax Rates
Opportunities for Companies
- New Challenges Since TCJA
- New Opportunities Since TCJA
- War on Intellectual Property Shifting
- Strategies for Long-Term
- What have been global responses since TCJA Passage
James Guadiana, Partner
- In General.
- When does it apply
- Treatment of C corps
- Treatment of individuals
- 962 election.
- US v Foreign Partnerships
- Technical Requirements and Documentation
- What is BEPS
- Significant Action Items
Who Should Attend:
- Tax Attorneys
- Tax Executives
- International Tax Attorneys
- Tax Directors
- Tax Consultants
- Finance Executives
- Other Related/Interested Professionals
Jim Guadiana focuses his practice on the tax aspects of domestic and international transactions and investments. He serves as advisor to public and privately-held multinational companies and investment firms with regard to their operations and investments in the United States. Jim also has extensive experience as tax advisor to a number of public corporations listed on the London, Hong Kong, and Toronto stock exchanges. Jim is respected domestically and internationally for his ability to identify and resolve unique and complex tax issues in domestic and cross-border investments in a myriad of fields. Jim also has represented clients before U.S. tax agencies and U.S. tax courts.
Jim routinely advises clients on the establishment of transfer pricing policies, and assists clients in implementing beneficial cost-sharing and other arrangements. He counsels public and private companies on preservation of net operating losses and provides planning on various cross-border sales of physical commodities and related hedging transactions. Jim instructs issuers and investment banks regarding the treatment of foreign corporations as to their status, or avoidance of status, as passive foreign investment companies (“PFICs”). He structures multinational executive compensation programs to achieve optimum tax benefits for employers and employees in multiple jurisdictions. Jim advises clients on the tax aspects of transfers of proprietary technology, including patents. He counsels multinational families with regard to their global investments, business activities and U.S. tax compliance requirements.
Jim Guadiana focuses his practice on the tax aspects of domestic and international transactions and investments. He serves as advisor …
Mr. Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, is the President of NAV Valuation & Advisory LLC (“NAV”). Prior to founding NAV, Mr. Kuczmarski served as a NYC Practice Leader in Financial Advisory Services for a top 10 accounting and advisory firm. He also has senior M&A investment banking experience as a Valuation Practice Leader for a leading M&A boutique bank.
In 2016, Mr. Kuczmarski was a recipient of the NACVA 40 Under 40 from the nation's leading valuation association, the National Association of Certified Valuation Analysts (NACVA). Mr. Kuczmarski is the sole author of the 300-page guidebook entitled The Executive’s Guide to Business Valuation: Essentials for Advisors and Business Owners.
Mr. Kuczmarski received a B.A. in Politics from Princeton University. He also received an dual MBA in both Finance and Professional Accountancy from Fordham University's Gabelli School of Business in both Finance and Professional Accountancy, where attended on an academic fellowship in both departments.
Mr. Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, is the President of NAV Valuation & Advisory LLC (“NAV”). Prior …
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Method of Presentation:
General Knowledge in Tax Law
NASBA Field of Study:
Taxes - Technical
NY Category of CLE Credit:
Areas of Professional Practice
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