Ogle Intl Tax Global Brochure

Ogle Intl Tax Global Brochure

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  Delivering U.S. InternationalTax Services to Global Clientele
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  OGLE INTERNATIONAL TAX ADVISORS www.ogleintltax.com OUR INTERNATIONAL TAX PRACTICE INCLUDES BOTH CPAS AND ATTORNEYS WITH BIG 4 AND FORTUNE 500 EXPERIENCE. OUR PROFESSIONALS ARE DEDICATED TO THE HIGHEST STANDARDS OF SERVICE AND COMMITTED TO EXCELLENCE. WE HAVE CREATED A CULTURE THAT IS BASED ON TEAM BUILDING, INDIVIDUAL EMPOWERMENT, AND LEADERSHIP.
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  Content Overview Delivering U.S. International Tax Services to Global Clientele Practice Focus Areas 4 S TRATEGIC T AX P LANNING 6 T AX C OMPLIANCE 8 I NFORMATION M ANAGEMENT Client Statements 9 C LIENT S TATEMENTS Corporate Office: 8130 Lakewood Main Street, Suite 208, Bradenton FL 34202 (T) 941.361.1147 (F) 941.827.9929 Miami Office: Waterford Business Park, 5201 Blue Lagoon Drive, Miami FL, 33126 (T) 305.671.3179 (F) 305.402.0552
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  STRATEGIC TAX PLANNING In today’s business environment, a company’s success is many times dependent on management’s ability to capitalize on opportunities in global markets. Proactive leaders will recognize the need to change their planning processes in order to align their business and tax models in this global context. In order to keep pace with globalization and pressure from U.S. and foreign tax authorities for increased transparency, companies will have to change the conventional view of how business operations and overall tax management intertwine. Business leaders will need to bring their tax professionals into the mainstream of their operational decision making and accounting. Technology will facilitate processes and accelerate cost efficiencies; however, business decisions and competitive advantages will rely more than ever on informed analysis and sound judgment. “WE HELP CLIENTS NAVIGATE THE AMBIGUOUS, COMPLEX AND OFTEN TIMES CONFLICTING TAX REGIMES…” At Ogle International Tax Advisors, we understand that tax planning has never been more important. It is imperative for a company’s competitiveness and survival to understand the cross border tax impact of business activity carried on in multiple jurisdictions. We assist multinational enterprises in evaluating the resulting risks and opportunities arising from rapidly expanding markets, cross border transactions and fundamental changes in global tax administration and enforcement. We help clients navigate the ambiguous, complex and often times conflicting tax regimes; moreover, we minimize the risks of double taxation and avoid transactional traps that trigger unreasonable tax exposure. 4 | OGLE INTERNATIONAL TAX ADVISORS DELIVERING U.S. INTERNATIONAL TAX SERVICES TO GLOBAL CLIENTELE
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  STRATEGIC TAX PLANNING Our experienced tax professionals understand that strategic tax planning, including tax risk management, requires more than a cookie cutter approach. We are dedicated to designing international tax strategies that align business operations, tax compliance, corporate transparency, and tax optimization. We deliver timely, practical, cost effective, value-added tax planning tailored to the changing needs of a client’s business and industry. We manage clients’ global effective tax rates and risk exposures by providing the following services: Structuring both inbound and outbound investments, including repatriation and anti-deferral strategies Transactional support for mergers & acquisitions, including pre-spin off and post acquisition restructuring Export tax incentives Tax risk management Private letter rulings Tax dispute resolution Transfer pricing planning and documentation “WE DELIVER TIMELY, PRACTICAL, COST EFFECTIVE, VALUE ADDED TAX PLANNING TAILORED TO THE CHANGING NEEDS OF A CLIENT’S BUSINESS AND INDUSTRY.” WWW.OGLEINTLTAX.COM | 5
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  TAX COMPLIANCE “OUR TAX COMPLIANCE METHODOLOGY IS BASED ON BEST PRACTICES BUILT ON COMPLIANCE SERVICE STANDARDS FOUND IN BIG 4 AND FORTUNE 500 ENVIRONMENTS.” As tax administration goes global, corporate tax and accounting departments are experiencing significant challenges with a substantial increase in both domestic and international tax compliance and financial reporting obligations. Factors include: Increase in the number, types and complexity of cross border transactions due to expansion into both developed and emerging economies Increased pressure for greater transparency via SOX Section 404, new book-tax reporting requirements, and FIN 48 U.S. and non-domestic tax administrators aggressively protecting their tax base Shortage of experienced international tax professionals As internal tax and accounting resources are deployed to manage the increased compliance and reporting requirements, companies will lose opportunities that would have otherwise resulted from value-added tax planning and tax risk management. 6 | OGLE INTERNATIONAL TAX ADVISORS DELIVERING U.S. INTERNATIONAL TAX SERVICES TO GLOBAL CLIENTELE
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  TAX COMPLIANCE At OgleInternational Tax Advisors, we understand the value of a well structured tax compliance system. Our professionals have extensive experience in tax compliance requirements in this global and often confusing environment. We can help you develop well defined processes that facilitate standard, corporate-wide reporting and controls for quarterly and year-end tax compliance. Our tax compliance methodology is based on best practices built on compliance service standards in Big 4 and Fortune 500 environments. Our integrated approach results in a tight control of the tax process that allows your team to better manage tax risks, opportunities, and compliance costs. “OUR INTEGRATED APPROACH RESULTS IN A TIGHT CONTROL OF THE TAX PROCESS THAT ALLOWS YOUR TEAM TO BETTER MANAGE TAX RISKS, OPPORTUNITIES, AND COMPLIANCE COSTS.” WWW.OGLEINTLTAX.COM | 7
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  INFORMATION MANAGEMENT “OUR CLIENTS RECEIVE A PROVEN PROCESS THAT DELIVERS A SEAMLESS APPROACH TO MAXIMIZING THE INTERDEPENDENT RELATIONSHIP BETWEEN INTERNATIONAL TAX PLANNING, COMPLIANCE AND INFORMATION MANAGEMENT.” Even world class companies suffer from poor information quality at all levels. With little or no control over the data and data providers, many tax compliance professionals fail to receive accurate, timely, and readily available financial information. In addition, many accounting departments tend to support business reporting objectives as opposed to tax reporting and planning needs. As part of our tax compliance practice, we assist our clients with tax accounting calculations, tax controls, and tax processes. Our methodology of data collection, work paper preparation, and document retention permits an automated compliance process thereby increasing compliance efficiency. As a result, clients are able to reallocate resources to non-tax higher value objectives. Overall, our clients receive a proven process that delivers a seamless approach to maximizing the interdependent relationship between international tax planning, tax compliance, and information management. 8 | OGLE INTERNATIONAL TAX ADVISORS DELIVERING U.S. INTERNATIONAL TAX SERVICES TO GLOBAL CLIENTELE
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  CLIENT STATEMENTS PepsiCo, Inc. OgleInternational Tax Advisors has consulted us on various tax issues including transfer pricing. Their team is competent and focused on client service. We have enjoyed a long term relationship with their firm, and we recommend them for clients seeking a boutique international tax consulting firm. Jeffrey Peterson, Tax Director PepsiCo, Inc. Fox Electronics Fox Electronics is one of America’s leading suppliers of frequency control products. The company currently develops, manufactures, and distributes its products on a global basis. Ogle International Tax Advisors has served as our tax advisors for years. They have consulted us on corporate restructurings, permanent establishments, intellectual property, and transfer pricing. With our rapid expansion across the globe, we rely on the Ogle team to help us manage our global effective income tax rate. We feel fortunate that Merrill Lynch’s team introduced their firm to us. Gene Trefethen, Chief Executive Officer Fox Electronics WWW.OGLEINTLTAX.COM | 9
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  CLIENT STATEMENTS Asesores FiscalesCorporativos Our firm has worked with Ogle International Tax Advisors to jointly advise clients on tax matters for over five years. Together, we have provided cross border tax solutions for clients with business activities in both the United States and Costa Rica. The Ogle group always has a “big picture” focus on consulting clients. As a result, clients are able to get common sense advice on complicated international tax issues. Dr. Diego Salto Asesores Fiscales Corporativos Las Catalinas Holding Company, LLC. Las Catalinas is an American owned business engaged in developing a seaside resort town on approximately 1,160 acres on the Pacific Coast of Costa Rica. At the inception of our project, our Washington DC based corporate counsel & our Atlanta based CPAs addressed the initial U.S. tax and legal aspects of designing our legal entity structure and agreements. Our Costa Rican tax advisors recommended Ogle International Tax Advisors to assist our advisory team on the U.S. international tax aspects of our business. We found Ogle’s focus and expertise in international tax to be instrumental to our team of advisors. The Ogle team recommended practical tax strategies to manage our global taxes. We highly recommend their team for business projects involving multiple countries and look forward to working with them in the future. Charles Brewer, Founder & Managing Member Las Catalinas Holding Company, LLC.
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  www.ogleintltax.com