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Taxation

When external service providers and their customers share facilities, equipment and other enterprise assets, the parties need to structure the tax rules. To some extent, tax liability is shifted and contractually allocated by agreement. But some taxes cannot be allocated in advance because governments impose the taxes on one or the other of the two parties, or impose joint and several tax liability. Prudent tax planners therefore negotiate for:

  • Allocation of tax liability.
  • Identification of the roles that the parties will play when a tax audit occurs, and when taxing authorities act adversely to one or the other of the parties.

Tax planning strategies at all stages of the relationship.

Articles
Homesourcing: Telecommuting Globally - A Brief Travel through Taxation and Jurisdiction. Outsourcing and offshoring owe their existence to the telecommunications revolution: low rates, abundant supply, high bandwidth capacity, high quality and deregulation.  "Homesourcing" can be defined as the long-distant employment relationships with individuals who are treated as direct employees for contract, regulatory or tax reasons. The loss of employment tax revenues from telecommuters has inspired states to tax and employee advocates to introduce anti-taxation legislation in the U.S. Congress.  For a discussion, see www.outsourcing-law.com/homesourcing.tax.2005.01.03

Jumpstarting American Jobs: Mixed Impact on Outsourcing and Offshoring. Tax laws are a powerful tool for public policy. Tax laws can promote or impede virtually any type of investment or commercial opportunity.  Tax deductions and credits can provide powerful incentives for research and development, particular sectors, products and services.  Denial of tax benefits can dissuade investors and enterprise customers from pursuing particular business activity. A complex and multifarious pending U.S. federal tax law will promote outsourcing but will restrict offshore outsourcing and foreign captives services subsidiaries.  Intended to promote domestic employment and foreign investment in the United States, this law will have several impacts, some positive, some burdensome, upon offshore outsourcing and foreign captive services subsidiaries. For extensive analysis, see: www.outsourcing-law.com/articles/jobs_act_2004.10.04.asp (Registration Required)

Transfer Pricing between International Affiliates. The taxation of offshore service delivery providers and their onshore marketing affiliates can have an impact on shared service centers, offshore captives and financial planning for foreign acquisitions of specialty service companies in the U.S. and other OECD countries.  The publication, on November 15, 2006, of the latest U.S. Model Income Tax Treaty highlights the evolution of transfer pricing issues that now need to be addressed as part of due diligence in planning and structuring international service companies.  Indirectly, transfer pricing can have an impact on outsourcing as well.  See http://www.outsourcing-law.com/1065transfer_pricingUS_OECDModel.htm.

Intercompany Pricing of Services Provided by Captives and Shared Services: IRS Modifications to “Service Cost Method”- On January 16, 2007, the Internal Revenue Service issued a guidance note that extends the date for implementation of temporary regulations on intercompany transfer pricing for services provided by a foreign captive service provider.  (This does not apply to domestic captives that are consolidated for tax reporting purposes.)   The guidance note highlights the impact of the August 2006 temporary tax regulations on the “service cost method” of intercompany transfer pricing.  For more, see www.outsourcing-law.com/1068-Intercompany_Pricing_Services_Captive_and_Shared_IRSModifications.htm

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