Regelung über die Offenlegung von ausländischen Vermögenswerten über USD 50.000 betreffend U.S.-Steuerzahler (U.S.-Staatsangehörige, Greencard-Besitzer, unbeschränkt Steuerpflichtige) – neues Formular 8938 für Steuerjahr 2011.     Am 8. Februar erließ die US Steuerberhörde vorübergehende Regelungen bezüglich des Foreign Account Tax Compliance Acts (FATCA). Dieses Gesetz möchte primär die Steuerhinterziehung durch U.S.-Personen, die Konten im [...]

Marc Schwartz and guest Vivian Hoard of Taylor English explain the IRS’ Offshore Voluntary Disclosure Program. The initiative attempts to bring U.S. taxpayers into compliance for both income tax and foreign financial account reporting purposes.

Vivian Hoard of Taylor English joins Schwartz International for an informal discussion of how the Employee versus Independent Contractor issue impacts foreign businesses investing in the U.S.

When expanding outside the U.S., make sure the primary focus is on implementing a successful business strategy. Tax advisory services can add benefits but should not be the driver. See this brief video blog about the key business items that must not be overlooked.

Hear Andrew Owen describe the various income tax issues related to a U.S. partnership with a foreign partner. In addition to a withholding obligation imposed on the partnership, the non-U.S. partner has a filing requirement.

Join Marc Schwartz as he discusses the basics behind the Form W-8BEN. The W-8BEN, in addition to other areas of international tax compliance, has become more important than ever before as the IRS has made withholding a Tier 1 issue and has been focusing on both appropriate tax collection and reporting on payments from the [...]

Paul Tadros and Marc Schwartz presented on Practical International Tax Issues and Current Events at a December 8 luncheon. The duo focused in large part on the practical business implications of international business as their client base has come to rely on their business advice above and beyond tax/financial guidance. See slides.

Marc Schwartz has been invited by the Instituto Mexicano de Ejecutivos de Finanzas A.C. (IMEF) to address its November 10, 2011 meeting. Schwartz’s presentation, in Spanish,  focused on proposed changes to U.S. tax law and global Treaty developments. Download invitation and presentation. IMEF is an organization of financial executives dedicated to the professional and personal development of [...]

Paul Tadros and Marc Schwartz continued to share insight on practical Foreign Exchange and International Tax issues associated with United States based companies looking to repatriate profits at Boston’s TMANE (Treasury Management Association of New England) conference. Marc lectured at the NYCE of the Treasury Management Association of New York, Inc. as well.  TMANE – Repatriation

The firm continued its participation in local, regional and global international tax events when Marc Schwartz spoke at CITE’s U.S. International Tax Reporting & Compliance conference in Nashville, Tennessee July 25, 2011. CITE recognized Marc with its “Star Speaker Award”, which is given to the top rated speakers based on participants’ evaluations, for the presentation on the [...]