From fragmented finances to Profit Optimization – Internationally Active Director Finds Clarity

Client Profile

An American expat living in the Netherlands, running a successful consultancy business with clients in both the US and the Netherlands. He wanted to invest in Dutch private limited companies (BV's) but was unsure whether a Dutch holding company would trigger negative tax consequences under U.S. CFC (Controlled Foreign Corporation) rules.

The Challenge

This client faced a complex international tax situation:

• Income from multiple countries

• Risk of double taxation (US and NL)

• Lack of clarity on how to structure future investments

• Conflicting advice from various advisors left him overwhelmed and confused.

Our Approach

I conducted a comprehensive tax scan and provided:

• A clear explanation of CFC regulations for U.S. taxpayers

• A holding structure proposal making use of the Dutch participation exemption

• Alignment between Dutch and U.S. tax consequences

• A structured annual calendar and automated documentation flow for compliance.

The Result

• A Dutch holding company was set up, ready for international investments

• The client avoids double taxation

• Annual savings of over €10,000 on compliance and unnecessary tax burdens

• He now works with one advisor who simplifies complex matters and provides proactive guidance

Client Quote

“Finally, an advisor who doesn’t just know the rules, but actually thinks along with me.”