Ogle Intl Tax Global Brochure

Delivering U.S. International Tax Services

to Global Clientele

Delivering U.S. International Tax Services

to Global Clientele

O G L E I N T E R N A T I O N A L T A X A D V I S O R S

w w w . o g l e i n t l t a x . c o m

O U R I N T E R N A T I O N A L T A X

P R A C T I C E I N C L U D E S B O T H C P A S

A N D A T T O R N E Y S W I T H B I G 4 A N D

F O R T U N E 5 0 0 E X P E R I E N C E . O U R

P R O F E S S I O N A L S A R E D E D I C A T E D

T O T H E H I G H E S T S T A N D A R D S O F

S E R V I C E A N D C O M M I T T E D T O

E X C E L L E N C E . W E H A V E C R E A T E D

A C U L T U R E T H A T I S B A S E D O N

T E A M B U I L D I N G , I N D I V I D U A L

E M P O W E R M E N T , A N D L E A D E R S H I P .

Practice Focus Areas

4 STRATEGIC TAX PLANNING

6 TAX COMPLIANCE

8 INFORMATION MANAGEMENT

Delivering U

.S. International Tax Services to Global Clientele

Content Overview

Client Statements

9 CLIENT STATEMENTS

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

OGLE INTERNATIONAL TAX ADVISORS DELIVERING U.S. INTERNATIONAL TAX SERVICES TO GLOBAL CLIENTELE 4 |

S T R A T E G I C T A X P L A N N I N G

“ W E H E L P C L I E N T S N A V I G A T E T H E A M B I G U O U S , C O M P L E X A N D O F T E N

T I M E S C O N F L I C T I N G T A X R E G I M E S … ”

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.

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.

| 5 WWW.OGLEINTLTAX.COM

S T R A T E G I C T A X P L A N N I N G

“ W E D E L I V E R T I M E L Y , P R A C T I C A L , C O S T E F F E C T I V E , V A L U E A D D E D

T A X P L A N N I N G T A I L O R E D T O T H E C H A N G I N G N E E D S O F A C L I E N T ’ S

B U S I N E S S A N D I N D U S T R Y . ”

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


T A X C O M P L I A N C E

“ O U R T A X C O M P L I A N C E M E T H O D O L O G Y I S B A S E D O N B E S T P R A C T I C E S

B U I L T O N C O M P L I A N C E S E R V I C E S T A N D A R D S F O U N D I N B I G 4 A N D

F O R T U N E 5 0 0 E N V I R O N M E N T S . ”

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.


T A X C O M P L I A N C E

“ O U R I N T E G R A T E D A P P R O A C H R E S U L T S I N A T I G H T C O N T R O L O F

T H E T A X P R O C E S S T H A T A L L O W S Y O U R T E A M T O B E T T E R

M A N A G E T A X R I S K S , O P P O R T U N I T I E S , A N D C O M P L I A N C E

C O S T S . ”

At Ogle International 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.


I N F O R M A T I O N M A N A G E M E N T

“ O U R C L I E N T S R E C E I V E A P R O V E N P R O C E S S T H A T D E L I V E R S A S E A M L E S S

A P P R O A C H T O M A X I M I Z I N G T H E I N T E R D E P E N D E N T R E L A T I O N S H I P

B E T W E E N I N T E R N A T I O N A L T A X P L A N N I N G , C O M P L I A N C E A N D

I N F O R M A T I O N M A N A G E M E N T . ”

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.


C L I E N T S T A T E M E N T S

PepsiCo, Inc. Ogle International 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

C L I E N T S T A T E M E N T S

Asesores Fiscales Corporativos 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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Ogle Intl Tax Global Brochure