Tax Advisory

Corporate Tax Advisory

As companies expand globally, their global tax and treasury strategies need to become more integrated, flexible, and sustainable. Deloitte can help you formulate, implement, and monitor a new approach that aligns your global tax and treasury strategies with your business objectives. With our support, you can better understand the drivers of your effective tax rate, assess risks, and align tax management with future business model developments. Deloitte may advise on foreign tax credits, income repatriation, risk management, post-merger integration, legal entity rationalization, and more.

Our Strategic Tax Reviews (STRs) focus on understanding your organization and business, as well as your current tax positions, to help you as you manage your global tax footprint and generate value for your organization. Deloitte’s approach helps our clients objectively and methodically chart their tax strategy and manage risk.

High Net Worth & Family Enterprise Advisory

Integrated tax advice is vital for private or family-owned companies that want to expand into new markets, plan for succession, sell, or pursue an initial public offering (IPO). The same goes for high-net-worth individuals. Deloitte tax specialists help private businesses and their owners, family offices, and other individuals with substantial assets to understand, plan, and execute effective business and tax planning.

We keep up with potential and new legislation and evolving markets, offering services tailored to each family’s unique circumstances. Our Tax Services for Family Offices offer preparedness exercises and risk and resilience services. Our Creating a Family Office Transition Plan Greenhouse Lab can assist family office executives, high-net-worth families, and other stakeholders in driving significant value from the family office organization and its resources. And our Private Wealth Tax Services can assist with owner and wealth planning, including wealth preservation and transition of wealth to future generations.

Additionally, our Global Center for Excellence in Philanthropy was established in response to a market need for a cohesive service offering that draws on the diverse skills of financial professionals to serve today’s entrepreneurial philanthropists.

Our global network of tax professionals can answer your questions related to tax residency and domicile, and analyze tax implications of international investment opportunities. And we evaluate the potential tax consequences of business and personal wealth decisions on your tax, business, and personal objectives for generations to come.

US Multistate Advisory

Virtually every business decision has a tax consequence. Now, perhaps more than ever, companies with operations in multiple jurisdictions have reason to keep the big picture in view when it comes to state taxation.

Our US Multistate Advisory team provides services around state strategic tax reviews, credits and incentives, revenue agent reporting, and multistate legal entity tax restructuring services. We also offer a California suite to help clients navigate that state’s complex tax landscape, and innovative state tax technology solutions to assist with the computation of state apportionment and its tax impact, computing the state tax impacts of federal tax reform, and the tracking of state net operating losses for tax planning, compliance, and provision purposes. Together, these services can help align your business objectives and strategies with a thorough multistate tax posture.

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Transfer Pricing Advisory

Multinational organizations are operating in an environment of unprecedented complexity. The rising volume and variety of intercompany transactions, transfer pricing regulations, and increased enforcement activities worldwide have made transfer pricing a leading risk management issue for global businesses. Deloitte’s Transfer Pricing Advisory professionals can help you manage risks by aligning practical transfer pricing services with your overall global business operations and objectives, assist with documentation to support your transfer pricing practices, and resolve disputes efficiently. Our professionals can assist taxpayers with home country and foreign documentation requirements and help prepare global documentation for organizations with multiple foreign affiliates. We also offer services related to dispute management, dispute resolution, and value chain analysis.

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M&A Transaction Tax Structuring

Complex business transactions—mergers, acquisitions, joint ventures, equity investments, restructurings, and divestitures—require the dedicated attention of experienced professionals with backgrounds in finance, accounting, and tax. And when a deal involves one or more parties with global operations, the range of considerations can be daunting.

Deloitte M&A Transaction Tax Structuring professionals help companies navigate the myriad tax issues arising from cross-border transactions, including advising on tax-efficient deal structures. We can advise on transaction structure for an IPO or tax structure for an acquisition or disposal on behalf of the buyer, seller, or financing party.

Bringing together our M&A Services and International Tax teams, we recognize that accounting, regulatory, cultural, and workforce issues all play a part in M&A transaction tax analysis. And our Total M&A Solution™ provides cognitive enablers and accelerators to bring the power of automation, analytics, and machine learning to your M&A transactions.

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Blockchain & Digital Asset Tax Advisory

Is your organization leveraging blockchain and digital assets? Our specialized tax services can help you analyze the potential tax implications these developments present. Deloitte is an industry leader, analyzing and applying developing tax regulations to digital assets, tokens, and enterprise solutions. We can help you add value to blockchain-based businesses or applications across core competencies including tax compliance, cross-border considerations and withholding taxes, and tax accounting methods. Deloitte has been a leading adviser to the blockchain and digital assets ecosystem since its inception. Let us help you analyze the tax implications of these innovations and understand the potential impacts for your organization.

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Sustainability, Climate & Equity

In response to rising governmental and investor demands, companies are working intently to increase their focus on environmental, social, and governance (ESG) goals. As a result of these efforts, climate response and the road to net zero are now at the core of many business strategies. As companies accelerate their sustainability efforts, tax leaders may find themselves at the epicenter of a major transformation. Deloitte can support you on this journey.

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Accounting Method Services

Tax professionals must constantly evaluate the implications of international, federal, and local accounting method changes, including potential consequences on current and deferred tax.

Deloitte tax professionals offer advisory services designed to analyze tax accounting methods, with a focus on liability, effective tax rate management, and tax risk mitigation. An example is our depreciation tax services powered by our proprietary Depreciation Analysis & Reporting Tool, which can help clients drive efficient tax cost recovery calculations and planning through advanced technologies and data analytics.

Credits and Incentives (Global, Federal, State)

In most countries and industry sectors, a system of financial incentives is available to fuel R&D, innovation, and other business investments. These incentives are available for both domestic and foreign investments. The incentives come in the form of government grants, credits, and incentives for investment in areas such as real estate and capital investment, research and development (R&D), employment activities, and sustainability initiatives. Deloitte’s combination of tax technology and experienced professionals may assist you with reducing the burden on your company’s operations in your pursuit of these financial incentives.

Ready to start a conversation about what tax credits and incentives may be relevant to you? The key to enhancing value from credits and incentives is to start the process early before decisions have already been made. Engage with us at the very beginning of your corporate life event. Credits and Incentives Services teams advise and assist clients around the world to pursue and implement applicable incentives.

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Intangible Property Management

Smart intangible assets management, especially with a focus on IP protection, can confer a significant competitive advantage. With intangible assets becoming central to market valuation, organizations must carefully consider how they evaluate and monitor IP location, value, and security. Adding to the complexity are shifting international tax laws, including a proliferation of rules around movement and pricing of intangible assets.

Deloitte’s tax teams can advise you on creating, owning, and monetizing intangible assets from a tax perspective, in line with your business model, and on the impact of location and structure of those intangible assets on your company’s global effective tax rate. Our teams of tax advisers work closely with your financial advisory, external legal, and accounting specialists to identify and implement efficient and effective IP management structures for your business.

Post-merger Integration

In anticipation of an acquisition or disposition, businesses need practical strategies for day-one readiness, managing tax risks, driving synergy opportunities, and identifying potential post-merger tax benefits. Deals involving global businesses must also take into account foreign and cross-border tax and global value chain considerations.

Deloitte can help identify post-merger integration and separation tax synergies and provide country road maps to effectively and efficiently help you manage day-one readiness on a country-by-country basis. We work closely with your legal and financial advisers to review transaction documentation, release post-merger value, and navigate local country tax requirements and risks. Once a deal is complete, we can help identify tax synergies in the supply chain, go-to-market strategies, IP planning, back-office operations, and other areas of your business.

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US Inbound Tax Advisory Services

Foreign companies investing or doing business in the United States have unique and specific needs. Faced with a complicated and specialized tax system and a wide array of federal, state, and local taxing jurisdictions, effectively integrating a US investment into your business or global portfolio has its share of challenges and potential opportunities. Whether you’re focused on financing, compliance obligations, cash repatriation, supply chain implementation, tax information reporting requirements, transfer pricing, or nexus issues and credits and incentives in various states, Deloitte can help.

Our dedicated team of US Inbound Tax Advisory Services professionals can work collaboratively and proactively with your organization, whether you’re establishing a footprint in the United States for the first time, or you’ve had a taxable US presence for many years. We can help you pursue your business objectives and explore options for structuring your investment, while navigating a complex web of rules, so that you can comply with your obligations with confidence.

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Tax-Exempt Advisory Services

We understand the demands that tax and finance teams are facing in the current environment and the need to provide cohesive and integrated tax advice. We believe that the first step in providing tax advice begins with understanding your organization, goals, strategy, and the tax issues you face. The second step is to translate our growing understanding of your organization into meaningful advice. Deloitte is committed to bringing value through insight and experience to private foundations as well as clients in higher education, health care, and other tax-exempt organizations.

Our tax professionals can provide guidance around numerous tax areas, including unrelated business income tax, tax legal entity structuring, employment tax matters, tax legislative changes, real estate and complex investments, and many more. Further, we can help you generate value through identifying potential cash-flow opportunities (such as grants, credits, and incentives), driving efficiencies, and reducing organizational risks in areas that matter to you. Whether it’s developing a view about your organization’s ESG policies or helping you create a strategy around remote work, we’re here to serve as a resource to your organization.

Additionally, our Global Center for Excellence in Philanthropy was established in response to a market need for a cohesive service offering that draws on the diverse skills of financial professionals to serve today’s entrepreneurial philanthropists. From innovative individuals and businesses to tax-exempt organizations that are working to drive societal solutions and change, Deloitte can provide an integrated suite of strategy, tax, and operational support services to help you achieve your social impact goals.

Indirect Tax Advisory and Recovery

Faced with unprecedented change in the global Indirect Tax legislative landscape and global supply chain and technology challenges, US multinational corporations (MNCs), more than ever, are in need of strategic Indirect Tax advisory services.

Deloitte’s Global VAT Services group provides strategic services to US MNCs, helping them to manage these challenges effectively, ensuring compliance through strategic advice around technology, processes, and legislative requirements.

Furthermore, opportunities to recover foreign indirect taxes, including sales and use tax, value added tax (VAT), and goods and services tax (GST), are high on the priority list for US MNCs. Many businesses today still rely on time-consuming (manual or inefficient) processes to gather Indirect Tax recovery information and prepare and submit refund claims.

Deloitte’s Global VAT Services group provides advice and practical support to help your business obtain these Indirect Tax refunds more effectively. We support an end-to-end process, from opportunity identification through data collection and analysis, preparation and submission of refund claims, and necessary follow-up.

Using Deloitte’s services delivered via proprietary work processes, tools, and technology, your business can streamline processes and increase transparency, reducing the time and expense of Indirect Tax recovery.

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Property Tax Consulting

Property taxes can be complicated, costly, and time-consuming. But not all companies have the internal skill set and resources to effectively manage compliance and reduce liabilities. Deloitte’s Property Tax Consulting team uses technology, efficient processes, and deep experience to help your company approach your property taxes in a more streamlined, seamless, and tax-efficient way. From tax planning, to compliance, to complex asset management, our network of property tax specialists can help you meet the demands of your business by exploring new approaches and resource models while analyzing potential property tax savings opportunities.

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Tax Controversy

MNCs can spend enormous time and resources managing tax controversies and disputes across numerous jurisdictions.

Deloitte’s tax dispute resolution teams include former tax authority officials, alternative dispute resolution professionals, and former tax litigators—all devoted to supporting you at every phase of the administrative tax dispute resolution cycle. We work across all tax fields, including domestic income tax, international tax, transfer pricing, indirect tax, and specialty areas such as incentives. Services include audit readiness assessment and preparation; approaches for reducing the impact of tax controversies; support for mitigation of potential disputes through revenue authority ruling systems; support for international treaty procedures; application of advanced pricing agreements (APAs), and other such tools.

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Finance and Treasury Tax Advisory

Tax reforms adopted around the globe, often in response to OECD initiatives, could have significant tax implications for your finance and treasury functions. To respond effectively, you must be able to identify cash and risk exposures, understand liquidity positions, manage foreign exchange volatility, and deploy or repatriate cash. It takes technology to do all of this, not to mention enhancing operational efficiency while staying agile enough to respond to unexpected internal and external change.

When your treasury team needs support, turn to Deloitte’s finance and treasury tax specialists for advice on navigating the international tax landscape. We can help analyze sustainable, global finance, and treasury policies through a tax lens. From fund advancement to M&A and restructuring, we can help analyze tax attributes, respond to regulatory changes, and mitigate risk.

As part of a multidisciplinary organization, we collaborate with Deloitte accounting advisory, treasury technology consulting, financial advisory, and other specialists, providing practical advice on the tax impacts of your financial transactions.

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Supply and Value Chain Tax Advisory

A fundamental principle of tax strategy is to integrate planning with a multinational corporation’s business strategies around supply chain, business transformation, business operating models, and geopolitics including global legislative changes.

Deloitte’s value chain alignment (VCA) teams integrate corporate operating models (or value chains) with global tax strategy—helping you build scalable, sustainable supply chains that are poised for growth. With extensive experience in value chain tax advisory, intellectual property practices, and direct and indirect global tax strategy development, we can help you make effective decisions on an after-tax basis. This includes analyzing, responding to, and effectively managing risks in relation to your tax objectives.