Audit-ready tax and regulatory reports enable you to accurately identify the levels of beneficial ownership in the U.S. and abroad in order to comply with certain IRS and SEC regulations, satisfy tax-treaty ownership tests and prepare for M&A activity.
Our analytic process spans various types of securities, including common and preferred stock, warrants and debt securities.
Maximize tax payment efficiencies by ensuring compliance with tax treaties between the U.S. and other countries.
Assess Exemption Options
Assess the availability of SEC Rule 14d-1(c) relief in connection with a merger or substantiate a company’s Foreign Private Issuer (FPI) status.