Cross-border

Navigating U.S. tax complexity in global transactions.

Cross-border transactions introduce added layers of tax risk, reporting complexity, and execution challenges. Insight Tax Advisors helps private equity sponsors and portfolio companies navigate U.S. tax considerations related to international structures, inbound and outbound investments, and global expansion.

Our approach focuses on clarity, coordination, and defensible execution—helping deal teams understand U.S. tax implications early and avoid surprises that can delay or derail transactions.

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CROSS-BORDER TAX APPROACH

Built for Cross-Border Complexity

Cross-border transactions require coordination across jurisdictions, advisors, and regulatory regimes. Differences in entity structures, ownership, and reporting standards can create unintended U.S. tax exposure if these considerations are not addressed early and in the context of the broader transaction.

Insight Tax Advisors provides U.S.-focused cross-border tax support grounded in deal execution, not theory. We help clients identify U.S. tax implications that materially impact transaction economics, compliance obligations, and post-close operations, while working alongside legal, accounting, and international advisors to ensure tax considerations are aligned with overall transaction strategy.

What Effective Cross-Border Support Includes

Effective cross-border tax support requires more than technical knowledge. It requires early involvement, practical judgment, and close coordination across deal teams to ensure U.S. tax considerations support—not disrupt—transaction execution.

Early Identification of U.S. Tax Exposure

We evaluate proposed structures and transaction flows to identify potential U.S. tax consequences related to ownership, income sourcing, withholding, and entity classification.

Alignment With Transaction Objectives

Our recommendations are designed to support commercial goals while addressing U.S. tax requirements, avoiding unnecessary complexity or last-minute restructuring.

Coordination Across Advisors

We work alongside legal counsel, international tax advisors, and accounting teams to ensure U.S. tax considerations are integrated—not siloed—throughout the transaction process.

How Insight Supports Cross-Border Execution

Transaction Structuring & Planning

We advise on U.S. tax implications of inbound and outbound investment structures, entity formations, and ownership arrangements, helping deal teams understand how structure impacts tax outcomes.

Diligence & Risk Assessment

Our team evaluates cross-border tax risks identified during diligence, including historical exposure, filing obligations, and compliance gaps that may affect valuation or negotiation.

Integration & Post-Close Support

Following close, we help align compliance processes and reporting requirements with the final transaction structure, supporting smoother integration and ongoing compliance.

Ongoing Advisory

As global operations evolve, we provide advisory support to address changes in ownership, expansion into new jurisdictions, and regulatory developments impacting U.S. tax obligations.

When Cross-Border Tax Considerations Are Critical

Insight’s cross-border support is designed to assist with:

  • Inbound investment into U.S. entities

  • Outbound acquisitions and international expansion

  • Cross-border M&A transactions

  • Global platform and add-on acquisitions

  • Multi-jurisdictional ownership structures

  • Post-transaction integration and compliance

Whether supporting growth or preparing for exit, our approach adapts to changing global structures and priorities.

Reducing Risk Across Borders

Clients benefit from:

  • Earlier identification of U.S. tax exposure

  • Fewer transaction delays and last-minute issues

  • Better coordination across deal teams and advisors

  • Clearer understanding of post-close obligations

  • Increased confidence in cross-border execution

Our role is to bring clarity and structure to complex cross-border environments.

CROSS-BORDER TAX SUPPORT

Designed for Global Transactions

Insight Tax Advisors partners with private equity sponsors and portfolio companies to address U.S. tax considerations in cross-border transactions—supporting execution, compliance, and long-term value creation.

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Ben Sparks

Founder

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Jim Kelleher

Managing Director

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