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alliant national

Tax Strategy You Can Trust. Insight You Can Act On.

alliantNational delivers strategic tax and legislative insight. Our team empowers businesses to grow through domestic and international tax planning and providing expert guidance and representation with federal as well as state taxing authorities.
Expert Tax Guidance And Representation
Strategic Tax And Legislative Insights Alliant National Tax Advisory
Strategic Tax And Legislative Insights
Tax Planning Compliance & Optimization Hand In Hand

Tax Planning: Compliance and optimization, hand in hand.

Our professionals are thoroughly familiar with the latest developments and tax-reduction strategies, ensuring you stay compliant while capitalizing on every available opportunity. Trust us to navigate the complexities so you can focus on what matters most.

Our Services:
  • Mergers and Acquisitions
  • Entity Formation and Dissolution
  • Domestic and Cross-Border Tax Structuring and Optimization
  • International Tax
  • Tax-Exempt and Private Foundations
  • State and Local Tax
Tax Controversy & Defense

Expert Tax Controversy Management Services:

Protect your reputation, safeguard your finances, and gain the certainty you need. We turn potential controversy into control.

Our Services:

  • Federal and State Audit Representation
  • Administrative Appeals
  • Federal and State Debt Collection and Defense
  • Litigation Support and Expert Witness Services
  • Penalty Abatement
Strategic Tax Services

Expert Tax Strategy:

Align your personal and business goals by capitalizing on tax incentives and other initiatives to improve after-tax returns.

Our Services:

  • Federal and International Tax Compliance and Review
  • Regulatory Affairs and Tax Policy
  • General Tax Counsel
  • Partnership Tax Services
  • Digital Asset Compliance and Review
  • Accounting Method Services
  • Credits and Incentives
  • Green Energy Investment Tax Credits
  • Research- National Tax Help Desk
case studies
TAX-EXEMPT ENTITY

Retained Tax-Exempt Status

Our team successfully navigated an audit for a tax-exempt entity facing Form 990 scrutiny and possible loss of its tax-exempt status. We secured a no-change result for the client’s Form 990, ensuring the client retained their tax-exempt status.
TAX EXEMPT ENTITY
Cayman-Based Corporation

U.S. Operations Structuring with International Tax Planning

Assisted a Cayman-based client in structuring U.S. operations through international tax planning to minimize triggering a U.S. trade or business. We developed cross-border tax strategies and helped draft intercompany agreements between U.S. and Cayman entities to minimize U.S. withholding tax exposure while optimizing the overall international tax structure.
Cayman Based Corporation
INTERNATIONAL CLIENT

$1.5M Withholding Tax Savings

Assisted an inbound client with cross-border transactions involving sourcing and tax treaty opinion work. The comprehensive analysis and strategic planning resulted in $1.5 million in savings for our client in U.S. withholding taxes.
International Client
Large Business Enterprise

$1M+ Trust Fund Recovery Penalty Appeal

Our team prevailed in a Trust Fund Recovery Penalty Appeal involving more than $1 million in proposed penalties. We leveraged IRS missteps and inadequate development of evidence to secure a full concession for our individual client.
Large Business Enterprise
Business Credit Dispute

$785,000 Credit Utilization Resolution

A general business credit was being disallowed by the IRS. Our team determined the IRS was denying the credit based on an erroneous interpretation of the statute and had the determination reversed, securing the full credit amount plus interest for our client.
Business Credit Dispute
1042 Examination

$500,000 Tax Addition Eliminated

Represented a client in their 1042 examination after the auditor proposed a $500,000 addition to tax based on defective W-8BEN-E forms. We helped resolve the defective forms by requesting affidavits of unchanged status from international customers, which resulted in the closure of the no-change audit.
Examination
Form 5471 Penalties

$800,000+ Penalty Abatement

Successfully abated over $800,000 in penalties assessed by the IRS for failure to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations.
$800,000+ Penalty Abatement
High Wealth Client

$500,000+ Refund From $15m Audit

Represented a client in a global high-wealth audit dealing with international tax issues, including GILTI, foreign tax credits, and withholding tax exposure. Despite the IRS initially claiming $15 million in understated income, we provided comprehensive tax position papers that resulted in the exam team conceding all issues and our client receiving a $500,000+ refund.
High Wealth Client

Speak with our experts

Schedule a free consultation with our team of experts!