International Tax Planning ( LATAM - USA )

Tax Planning Services

Strategic Solutions to Maximize Efficiency and Minimize Liability

At IBG Business, our Tax Planning Services are designed to help you proactively manage your tax obligations while aligning with your broader business goals. We go beyond basic tax compliance by offering strategic, forward-looking solutions that reduce your overall tax burden and enhance your financial performance.

What Is Tax Planning?

• Tax planning is the process of analyzing your financial situation and business structure to ensure maximum tax efficiency. It involves legitimate and proactive strategies to minimize tax liabilities through careful planning, timing of income and expenses, entity structuring, and the use of available deductions, credits, and incentives.

Our Tax Planning Services Include:

Entity Structuring & Optimization

We help you select and structure the most tax-efficient legal entity (LLC, Corporation, Partnership, etc.) based on your business model, residency status, and future expansion plans—both domestic and international.

International Tax Strategy

For clients engaged in cross-border trade or operating internationally, we provide guidance on:

• U.S. tax treaties to avoid double taxation
   
• Transfer pricing compliance
   
• Withholding tax strategies
   
• Foreign income exclusions and credits
   

Income & Expense Forecasting

• We work with you to project income and timing of expenditures in order to optimize your annual tax outcome. This may include:
• Deferring or accelerating income
   
• Timing capital expenditures
   
• Planning year-end bonuses or dividends
   

Deductions & Credits Optimization

We identify applicable deductions, credits, and incentives for your business, such as:

• R&D tax credits
   
• Start-up and operational cost deductions
   
• Depreciation strategies for assets
   
• State-specific incentives
   

Compliance Risk Management

We ensure your business is compliant with evolving local, state, and federal tax regulations while minimizing exposure to audits and penalties.

Exit & Succession Planning

• Tax-efficient strategies for business sale, transfer, or succession, helping preserve value and reduce exit-related tax costs.

Why Choose IBG Business?

• Multijurisdictional Expertise: We understand both U.S. and international tax systems.
   
• Tailored Solutions: Every business has unique needs—we build strategies around yours.
   
• Year-Round Support: Tax planning isn’t seasonal. We offer continuous advisory throughout the year.
   
• Results-Driven: Our goal is not just compliance, but helping you grow more profitably and sustainably.
   

Let’s build a tax strategy that works for you—today and in the future.

Contact IBG Business to schedule a tax planning consultation.