Sherwood Associates

UNDERSTANDING THE TAX, LEGAL AND FINANCIAL NEEDS OF AN EXISTING OR PLANNED INTERNATIONAL BUSINESS

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Firm Overview

Stan Sherwood established the Manhattan consulting firm of Sherwood Associates (SA) to offer large-firm capabilities and small-firm responsiveness to emerging international businesses, middle-market international companies and global conglomerates. This includes U.S. companies with existing international operations as well as companies that are first planning international expansion. Also, it includes non-U.S. companies currently doing business in the United States or those wishing to enter the U.S. market.

Until early 2000, Mr. Sherwood was an international tax and legal partner at PricewaterhouseCoopers (PwC) in New York. He is listed in Euromoney's Guide to the World's Leading Transfer Pricing Advisors and in Euromoney's Guide to the World's Leading Tax Advisors. In 2001, he was listed in Mondaq.com's Guide to the World's Leading Tax Lawyers. In addition to being a member of the New York Bar, Mr. Sherwood is also a Certified Public Accountant.

Since 2000, Mr. Sherwood has provided advisory and consulting services to several of the world's leading luxury and fashion brands (Gucci, Saint Laurent, Balenciaga, Alexander McQueen) and sports and lifestyle brands (Puma, Volcom) in addition to crossing over into many other industries, including: pharmaceuticals, telecommunications, real estate, insurance and banking, ecommerce and global service companies. He welcomes the opportunity to help small and mid-size companies grow into successful international brands.

Mr. Sherwood is part of the founding faculty of the Fashion Law Institute at Fordham University Law School in New York. He teaches the course on "Creating a Global Company: Business, Legal Financial Considerations," in which he demonstrates how to take a small fashion start-up company and expand it into a global enterprise.

SERVICES
SA is ready to assist your business with the following types of services:
-International tax and corporate planning for U.S. parent companies
-International tax and corporate planning for foreign-owned U.S. companies
-Transfer pricing planning and documentation
-Expanding your international business
Main Office

Main Office
2 Columbus Avenue
New York  NY  10023

Phone
  • 212-644-1429
Tax
GLOBAL TAX AND CORPORATE SERVICES
FOR U.S. PARENT COMPANIES
-Advice on the U.S. tax aspects of alternative forms for doing business abroad and choice of business form
-Structuring cross-border mergers and acquisitions and joint ventures
-Advice with respect to intercompany transactions
-Advice with regard to financing foreign subsidiaries, including assistance in determining the best mix of debt, equity and "hybrid" instruments
-Advice with regard to "passthrough" entities and "checking the box" on foreign entities
-Strategies for minimizing the worldwide effective tax rate and increasing earnings after tax
-Advice with respect to the tax aspects of the ownership and licensing of trademarks, patents and other intangibles
-Advice regarding the accumulation of profits in foreign jurisdictions, as well as the tax cost (and opportunities) associated with repatriating the earnings to the United States
-Alternative locations for foreign investment-tax and non-tax business considerations
-Analysis of proposed changes to international tax laws
-ecommerce-global tax advice

TAX SERVICES FOR FOREIGN-OWNED U.S. COMPANIES AND NON-RESIDENT INVESTORS
Tax Services for foreign-owned U.S. companies and non-resident investors
-Advice on structuring U.S. investments, considering all alternative U.S. business forms ranging from start-ups to the acquisition of large U.S. target companies
-Choice of business form for doing business in the United States
-Assessment of exposure to a U.S. "permanent establishment"
-Review and analysis of foreign country taxation of U.S. investments
-Financing U.S. investments, including advice with respect to capitalization, limitations on deductible interest expense, "conduit financing" arrangements and related matters
-Advice with respect to intercompany transactions
-Tax Treaty planning and "entitlement" to treaties ("limitation on benefits")
-Tax aspects of U.S. real estate acquisitions and dispositions ("FIRPTA")
-Tax planning for high-net-worth international clients with U.S. assets and advice with respect to residency
-Analysis of legislative proposals
-U.S. Customs Services and advice regarding "first sale" to minimize U.S. import duties

Stanley G. Sherwood

Stan Sherwood is an international tax lawyer and transfer pricing advisor. Until January 2000, he was an International Tax Partner at PricewaterhouseCoopers (PwC) in New York. He is listed in Euromoney's Guide to the World's Leading Transfer Pricing Advisors and in Euromoney's Guide to the World's Leading Tax Advisors. In addition to being a member of the Bar in New York, Mr. Sherwood is also a Certified Public Accountant.

Mr. Sherwood provides international tax, financial business and consulting services to global companies on cross-border transactions including: mergers and acquisitions; structuring and restructuring of international affiliates; integration of acquired companies; capitalization and financing; transfer pricing planning and documentation; structuring offshore trading companies and investment funds; foreign investment in the United States, including real estate; foreign country tax reduction and business strategies; tax treaty planning; intellectual property transfers; joint ventures; and many other matters involving U.S. and foreign country tax and corporate law. He has exposure to numerous industries and to senior management of a large number of companies throughout the world ranging from major multinational companies to emerging international companies (including E-commerce). He has been involved with many matters involving transfer pricing in the context of state and local taxation, including intangible holding companies and other special purpose entities.

Since 2000 he has been the advisor to several of the world's leading luxury and fashion brands and to sport and lifestyle brands... both large and small. In addition, his experience spans many other industries. His is part of the founding faculty in the Fashion Law Institute at Fordham University Law School in New York, where he teaches the course "Creating a Global Company: Business, Legal Financial Considerations." In this course he demonstrates how to take a small fashion start-up company and expand it into a global enterprise.

Mr. Sherwood also advises high-net-worth international individuals and their families with respect to the taxation and holding of U.S. assets. This includes advice with respect to the maintenance of non-residency status.

Network of Professionals
As a boutique firm, SA has numerous associations with highly experienced tax, legal and accounting professionals. Since U.S. tax law is complex, it is rare to find the knowledge and experience of all areas of tax practice in a single individual. On the other hand, with years of experience, SA has worked with professionals in all the areas of practice in which SA advises clients. As the need arises, SA calls upon the talents of specific individuals who possess the relevant skills and experience.

Internationally, SA has established relationships with numerous law and accounting firms and other consultants in most major countries. These relationships range from small to large professional service firms and are used to the extent appropriate in advising clients on their global tax and corporate legal structures.
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