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Set up a consultation to explore how our expertise can offer insights and strategies, enhancing your federal income tax savings in ways you haven’t seen before.
Call Us: 857.453.1005
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Is an IRC Section 351 Statement Required in an IC-DISC’s Initial Year?
/in News/by Paul FerreiraAn IC-DISC’s initial year often involves a straightforward organizational capitalization: shareholders contribute cash or other property to a newly formed corporation in exchange for stock, and the corporation files an IC-DISC election. A recurring compliance question is whether that startup transaction also triggers the information statement requirements under IRC § 351 and Treas. Reg. § […]
R&D Apportionment and the IC-DISC – An Overlooked Variable in Export Tax Planning
/in News/by Paul FerreiraR&D apportionment can have a real impact on the value of an IC-DISC structure, but it is often overlooked.[cite:10] When an IC-DISC commission is computed under the combined taxable income method, research and experimental costs may reduce the income base used to determine the commission.[cite:10] For exporters with meaningful product development activity, that can directly […]
IC-DISC Commission Payment Due Date (2026 Guide)
/in News/by Paul FerreiraA high-yield export tax incentive is only as strong as your absolute adherence to strict IRS funding timelines. For U.S. exporters navigating the current fiscal landscape, tracking the exact IC-DISC Commission Payment Due Date (2026) and utilizing an optimized ic disc tax strategy provides a massive competitive advantage. By converting high-tax ordinary income into qualified […]