berkowitz pollack brant advisors and accountants

James W. Spencer, CPA

Director of International Tax Services

Experience:

Jim Spencer has more than 25 years of international and local accounting experience, including time with national firms and a Big Four. His client base includes entrepreneurs in Latin American and Europe, international corporations and incoming foreigners who can benefit from pre-immigration tax planning assistance.

Spencer focuses on foreign tax credits, partnerships and acquisitions, and creative strategies for international tax planning. With the use of hybrid accounting methods and detailed tax planning, he makes a positive impact on domestic, multi-national and non-resident alien (NRA) clients.


Areas of Focus:

Consulting and business services

S corporations

Partnership special allocations

Built-in gains

QSSS elections

Economic performance

Transfer pricing

Consulting and business services

Structuring of cross-border debt instruments to achieve portfolio interest exclusions for NRA investors

Use of Foreign Trusts for Multinational Families

Pre-immigration tax planning for inbound multinational families

Application of US estate and gift tax treaties to non-resident investors in US property

FIRPTA planning for foreign corporations and NRAs who invest in US real property interests

Key Industries Served:

Multi-national companies

Foreign corporations

Entrepreneurs

High-net-worth individuals

Professional service firms


Affiliations:

American Institute of Certified Public Accountants

Florida Institute of Certified Public Accountants

Brazilian-American Chamber Trade Committee

Society of Trust and Estate Practitioners


Education:

University of Toledo – Bachelor’s degree in Business Administration

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