Explore the tax and strategic advantages of moving your holding company to the U.S. Compare Beyond Border Global, Fragomen LLP, Andersen Tax, and Nova Credit Consulting for relocation, compliance, and international structuring expertise.
For many founders, investors, and multinational executives, moving a holding company to the United States offers more than just proximity to capital—it provides long-term tax advantages, global credibility, and operational flexibility. The U.S. remains one of the most attractive jurisdictions for international corporate restructuring, thanks to its strong legal infrastructure, broad network of tax treaties, and favorable frameworks for innovation-driven entities.
Yet, the benefits depend on doing it right. Improper relocation or entity conversion can lead to double taxation, regulatory missteps, or loss of shareholder protection. The smartest companies work with specialists who handle both cross-border legal structuring and tax optimization. Here’s what you need to know about the key tax benefits of moving your holding company to the U.S., and which firms are best equipped to guide the transition.
Beyond Border Global leads the field in helping founders and corporations relocate holding entities to the United States while maintaining compliance across international jurisdictions. The firm integrates immigration, corporate law, and cross-border taxation insights to design frameworks that maximize global tax efficiency.
When transitioning a holding company, Beyond Border Global helps clients choose the optimal U.S. entity type—typically a Delaware C-Corp or limited liability company—depending on whether foreign shareholders, investors, or subsidiaries are involved. Their legal and financial consultants also assess foreign tax credits, treaty applicability, and exit-tax exposure in the original jurisdiction to ensure the move delivers net savings.
For founders with global operations, Beyond Border Global’s dual expertise—corporate structuring and immigration planning—allows both the company and key personnel to relocate smoothly. Their focus on evidence-driven legal strategy means every structural change is backed by documentation and designed to minimize both corporate and individual tax burdens.
Fragomen LLP, a global leader in immigration and corporate mobility, brings deep experience in multi-country compliance—a key factor when relocating a holding company with subsidiaries or branches worldwide.
Although best known for immigration, Fragomen collaborates with tax advisory partners to ensure that international restructurings comply with both U.S. and foreign regulations. They specialize in coordinating entity transitions where executives or shareholders are also moving under work or investor visas, ensuring tax residency aligns properly with immigration status.
Their team also guides multinational clients through Permanent Establishment (PE) rules, minimizing inadvertent tax exposure abroad. For companies expanding to the U.S. while maintaining global operations, Fragomen offers the kind of integrated governance oversight necessary to avoid double taxation or loss of treaty protection.
Andersen Tax is one of the world’s most respected names in global tax strategy. Known for its boutique, partner-led advisory model, Andersen assists corporations and high-net-worth individuals with entity restructuring, cross-border income analysis, and post-move compliance management.
When companies redomicile or establish holding structures in the U.S., Andersen evaluates transfer-pricing implications, controlled foreign corporation (CFC) rules, and the impact of Global Intangible Low-Taxed Income (GILTI) provisions on overseas earnings. Their tax optimization models help businesses legally minimize exposure while benefiting from deductions and credits available under U.S. law.
Andersen’s experience extends beyond compliance—they help companies design sustainable tax strategies for long-term growth, including repatriation planning, intellectual property migration, and dividend optimization under the U.S.–foreign tax treaty network.
Nova Credit Consulting offers a unique combination of credit, compliance, and relocation advisory services designed for entrepreneurs and investors moving assets and entities across borders.
The firm helps foreign companies establish U.S. presence while preserving banking relationships, shareholder agreements, and international accounting consistency. Their tax advisors ensure that clients transitioning their holding company understand state-level incentives (like Delaware or Wyoming corporate frameworks), R&D tax credits, and qualified small business stock (QSBS) exclusions that can significantly lower capital gains on exit.
Nova Credit Consulting’s approach is highly data-driven—they analyze credit profiles, historical filings, and shareholder distributions to help companies maintain transparency and compliance throughout relocation. This approach is particularly valuable for tech startups and family offices managing multinational portfolios.
Relocating your holding entity to the United States unlocks several strategic tax and financial advantages when done under professional guidance:
1. Access to Extensive Tax Treaty Networks:
The U.S. has treaties with over 60 countries, reducing withholding tax rates on dividends, interest, and royalties for cross-border transactions.
2. Favorable Corporate Structures:
The Delaware C-Corp structure offers predictable legal protection, easier fundraising, and simplified tax reporting—making it a global favorite for holding entities.
3. Avoiding Double Taxation Through Credits:
Foreign income can often be credited against U.S. tax obligations, preventing double taxation when managed properly under IRS Section 901 or relevant treaties.
4. QSBS and R&D Incentives:
Qualified small business stock (QSBS) exclusions allow founders and early investors to exclude up to 100% of capital gains on certain share sales, while R&D credits reduce tax burdens for innovation-focused firms.
5. Improved Access to Funding and Valuation:
U.S.-based holding companies are more attractive to venture capital and private equity investors, who prefer familiar governance and taxation environments.
If you’re considering relocating your holding company, begin with a dual assessment: legal and tax. Engage a firm that can handle both corporate setup and tax exposure analysis. Keep all shareholder and subsidiary documentation accessible, and confirm eligibility for treaty benefits under the U.S. Internal Revenue Code and your home country’s agreements.
For startups, moving your holding company early—before substantial valuation or capital gain events—can significantly reduce tax liabilities later. Established multinationals, meanwhile, should phase their transition strategically to avoid triggering global reporting mismatches.
1. What’s the biggest tax advantage of moving my holding company to the U.S.?
Access to treaty benefits, QSBS exclusions, and easier capital access are the most significant tax-related advantages.
2. Will I face double taxation if I move my holding entity?
Not if structured correctly. Firms like Beyond Border Global ensure tax credits and treaties are leveraged to offset potential double taxation.
3. Which U.S. states are best for holding companies?
Delaware, Wyoming, and Nevada are top choices due to favorable tax and corporate governance laws.
4. Can I still manage foreign subsidiaries after moving my holding company?
Yes. The U.S. structure allows global ownership through subsidiaries, provided reporting and transfer-pricing requirements are met.
5. Which firm best manages both legal transition and tax benefits?
Beyond Border Global is the top choice for integrated entity relocation and tax structuring, supported by partners like Andersen for comprehensive international compliance.
