Tax Optimisation
We analyse inventory methods, holding periods, and apply tax-loss harvesting or other strategies to reduce your liability where possible.
What is included in the step:
- Analysis of inventory methods (FIFO, LIFO, specific identification, adjusted cost base depending on jurisdiction).
- Holding period analysis to distinguish between short-term and long-term gains (US/Canada/Australia) or capital vs. income treatment (UK).
- Application of tax-loss harvesting and other jurisdiction-appropriate strategies.
Our Capabilities:
- In-depth knowledge of international tax frameworks.
- Ability to optimise without crossing into aggressive or non-compliant positions.
- Experience tailoring reports for accountants, CPAs, and tax advisors.
Benefits:
- Reduced tax liability while remaining compliant.
- Reports optimised for the specific rules of your jurisdiction.
- Greater certainty in how tax authorities will treat your filings.
