Foreign Entity Ownership Reporting

Comprehensive Foreign Entity Reporting to Navigate Complex Requirements

Services Overview

Navigate entity-reporting currents with expert precision.

Ownership in foreign corporations, partnerships, or disregarded entities triggers intricate U.S. disclosures. We prepare Forms 5471, 8865, and 8858, advise on strategic elections, and ensure total compliance.

Frequently Asked Questions

When is Form 5471 required?

Annual if U.S. owners collectively exceed 50% (CFC); transactional when any owner crosses the 10% threshold.

What triggers Form 8865 filings?

Annual for over 50% foreign partnership ownership; transactional for a 10% change in a U.S. partner’s interest.

How can elections reduce my tax?

We guide check-the-box (8832), high-tax/QBAI exceptions, and Section 962 elections to optimize your tax position.

What info is needed for Form 8858?

Complete financial statements, ownership details, and classification election choices enable accurate DRE reporting.

How are multiple entities coordinated?

We align filings across all entities, ensuring consistent reporting, election cohesion, and unified deadlines.

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