Strategic Tax Advisory for Business, Multi-Jurisdictional and Private Client Decisions
U.S. tax considerations can arise across business transactions, investments, international operations, and personal financial decisions. The right structure and planning approach can help manage tax exposure, reporting requirements, and compliance obligations from the outset.
AKM Global combines U.S. tax expertise with practical India–U.S. cross-border insight to help businesses, investors, family offices, globally mobile individuals, and professional services firms navigate U.S. and cross-border tax matters. Our approach considers tax implications across jurisdictions, helping clients make informed decisions on structuring, transactions, investments, and compliance.
What sets AKM Global apart is our capability of combining knowledge of U.S. tax law with practical insights into cross-border matters between India and the U.S. We assist our clients in assessing the tax consequences in various jurisdictions rather than looking at each issue on its own.
Who We Serve
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Businesses with U.S. operations
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Foreign companies investing in the U.S.
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U.S. businesses expanding internationally
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Family offices and investment groups
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High-net-worth individuals and families
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Business owners and entrepreneurs
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Expatriates and globally mobile professionals
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Startups and growth-stage businesses
The Challenge
Tax Decisions Are Becoming More Connected, More Regulated and More Global
U.S. tax laws continue to evolve across federal, state and international levels. Decisions involving entity structures, ownership changes, cross-border transactions, investments, relocation or succession planning can create tax consequences that extend far beyond the immediate transaction.
For businesses, this may include multi-state nexus issues, state tax exposure, foreign reporting obligations, transfer pricing considerations, and international tax planning. For individuals and families, it may involve residency, foreign assets, Foreign Bank Account Report (FBAR) and Foreign Account Tax Compliance Act (FATCA) reporting, treaty positions, inheritance planning, or global mobility matters.
Without proactive planning, clients may face avoidable tax costs, reporting gaps, missed treaty benefits, inefficient structures, or unnecessary exposure to tax authorities.
Our Approach
We work with clients early, before key decisions are finalized. Our team takes time to understand business objectives, ownership structures, transaction plans, family priorities and cross-border exposures. Our recommendations are designed to align tax considerations with commercial objectives and applicable compliance requirements. The goal is to help clients make informed decisions, manage risk, and understand the tax implications of the options available to them.
Our U.S. Tax Advisory Services
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Business Tax Advisory: We advise businesses on entity structuring, tax-efficient operating models, transaction support, restructuring, and strategic tax planning for U.S. and cross-border operations. Our work may include evaluating the tax implications of a new U.S. operation, changes to an existing structure, acquisitions, reorganizations, financing arrangements, or other significant business decisions.
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International Tax Advisory: We assist with multi-jurisdictional structuring, treaty interpretation, foreign tax credit planning, expatriate taxation, Foreign Bank Account Report (FBAR) and Foreign Account Tax Compliance Act (FATCA) reporting considerations, and international tax planning.
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State & Local Tax Advisory: We help clients evaluate nexus, economic presence, state tax exposure, apportionment matters and multi-state tax strategies. For businesses operating across more than one state, we assess relevant state and local tax considerations in the context of their activities, locations, revenue profile, and operating model.
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Family Office & Private Client Advisory: We work with family offices, high-net-worth individuals and private clients on wealth preservation, residency planning, succession planning and tax-efficient investment structures. Our advisory considers the tax implications of investments, ownership structures, mobility, succession, and other significant personal or family decisions.
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Transfer Pricing Advisory: We assist with transfer pricing planning, benchmarking studies, OECD-aligned documentation support and international transaction analysis.
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Tax Research & Technical Consulting: We provide technical tax research, tax position support, transaction analysis, tax memos and guidance on complex federal, state and international tax issues.
Why AKM Global
AKM Global is an independent member firm of PrimeGlobal, an international association of independent advisory and accounting firms, enabling us to combine our cross-border expertise with access to relevant local expertise across international markets.
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Strong India-U.S. international tax experience
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Experience across inbound investments, outbound expansion, and international transactions
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Ability to address individual and corporate tax considerations within cross-border structures
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Partner-led advisory approach with direct involvement in complex matters
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Industry-focused teams supporting diverse business sectors
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Practical advice designed around commercial realities, implementation requirements, and timelines
India - U.S. Tax Expertise
Many clients today have interests, ownership structures, investments or family arrangements across both India and the U.S. These situations require advice that considers both jurisdictions together.
AKM Global helps businesses, investors and families evaluate tax implications, reporting obligations, treaty positions and planning opportunities across the India–U.S. corridor.
Industries We Serve
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Hedge Funds
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Technology
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Manufacturing
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Healthcare
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Financial Services
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Insurance
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Real Estate
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Logistics
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Energy
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Telecommunications
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Hospitality
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Nonprofits
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Education
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Pharmaceuticals
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Gaming
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Oil & Gas
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Automotive
Frequently Asked Questions(FAQ's)
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When should I seek tax advisory support?
Ideally, before a major decision is made. Planning is most effective before a transaction, investment, restructuring, relocation or expansion takes place. Early involvement allows tax considerations to be assessed while there is still flexibility to shape the transaction, structure, or arrangement.
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Can AKM Global assist with India–U.S. international tax matters?
Yes. Our team regularly works on matters involving U.S., India and cross-border tax considerations. This can include business structures, investments, transactions, reporting requirements, mobility, and other situations involving both jurisdictions.
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Do you advise family offices and high-net-worth individuals?
Yes. We assist family offices, private clients and globally mobile individuals with tax residency, investment, succession and reporting matters.
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Can you work with our existing CPA, attorney or investment advisor?
Yes. We often work alongside other professional advisors to bring tax considerations into broader legal, accounting, investment, and financial decisions.
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Do you assist with foreign reporting obligations?
Yes. We assist with foreign reporting considerations including Foreign Bank Account Report (FBAR), Foreign Account Tax Compliance Act (FATCA), and related international tax matters.
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Can you assist businesses with state tax issues?
Yes. We help businesses evaluate nexus, multi-state exposure, apportionment and related state tax considerations.
Speak With Our U.S. Tax Advisory Team
If you are evaluating a transaction, expanding across jurisdictions, managing cross-border investments, or looking for year-round tax advice, our team can help you assess the tax implications before decisions are finalized.