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Expatriate Tax Equalization: Protection Policy Consulting & Compliance

We will prepare, consult on and explain individual tax equalization or tax protection arrangement options. These consulting engagements are logical extensions of our expatriate tax policy consulting services.

Expatriate tax equalization / protection policy consulting is a necessary and crucial step to any company wishing to employ the services of their employees abroad. This policy should clarify: the assignees responsibilities, pre-assignment policies, tax treatment of compensation items during the assignment, other tax policies during the assignment (state filings, foreign tax credit ownership, stock options, sale of a principal residence, U.S. and host country social security , tax advances and penalties and interest, others) and tax vendor consulting services. Policies relating to tax treatment of compensation items during the assignment, including items in consideration for the hypothetical tax calculation include: moving and relocation costs, housing, car allowances, education and home leave allowances, cost of living allowances (COLA’s), hardship premiums, tax equalization and protection arrangements, and personal income and losses such as for example alimony, interest, dividend capital gains and losses and many other matters both of a stay-at-home and foreign nature, should be addressed at the early stages and in writing to avoid future and costly misunderstandings.

Your company may have a well established tax equalization or protection program in place designed to compensate your assignees abroad to ensure that they pay no more worldwide income taxes than they would have paid had they remained in their current positions within the U.S., having not accepted their foreign assignment. Or, your company may not have such a pre-established program in place and may require the establishment of such a program. We are the independent, informed and competent professionals that can form the policy and then translate the words in to quantitative analysis and running the numbers. Either way, we can prepare, consult on and explain the various individual situations and come up with relevant, value added suggestions that can save you real significant tax dollars.

Please contact us for a free consultation and for further details.

Protax Consulting Services Seven Penn Plaza, Suite 416
New York, NY 10001
Tel 212.714.9070
Fax 212.714.6654
protax@protaxconsulting.com

Member and Featured Faculty of:

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

NYSSCPA’s 100%
Membership Program

Association of International Tax Consultants, U.S. Member

CCH Wolters Kluwer Faculty

CCH Wolters Kluwer Faculty

Lawline Faculty

Lawline Faculty

Furthered Faculty

Furthered Faculty

Strafford Faculty

Strafford Faculty

Clear Law Institute Faculty

Clear Law Institute Faculty

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Member and Featured Faculty of

  • American Institute of Certified Public Accountants
  • NYSSCPA’s 100% Membership Program
  • Association of International Tax Consultants, U.S. Member
  • Lawline Faculty
  • Strafford Faculty
  • Clear Law Institute FacultyClear Law Institute Faculty