Cross-Border Tax Strategies for Outbound Investment: GILTI Considerations and Planning for Closely-Held Structures

Join Aprio to learn more about the U.S. federal tax implications of investing outside the U.S. Understanding the U.S. federal taxation of foreign investment and planning in advance can help you avoid costly mistakes.

In this session you will learn:

• What Global Intangible Low-Tax Income (GILTI) is and its relevance to outbound investment
•  The differences between corporate and non-corporate taxpayer foreign investment
• Common GILTI planning options for non-corporate shareholders

Confirmed Panelists

Jed Rogers
International Tax | Tax Partner | Crypto, Manufacturing & Healthcare Specialist

Jed Rogers is an International Tax Partner with Aprio. He has experience with critical analysis and consulting on supply chain and transfer pricing considerations, business restructurings, U.S. international tax filings, U.S. GAAP and IFRS annual income tax provisions, and more.

Josh Gelernter 
International Tax Director at Aprio Serving Clients with International Operations

Josh Gelernter is an International Tax Director with Aprio serving businesses in the technology and financial service industries. He works closely with CFOs and tax directors seeking to expand overseas and non-U.S. enterprises looking to establish operations in the States.