Articles, Tax Practice Guides & Checklists, Comment Letters, Tools, etc.Discussion Forum, Tax Committees, Member PublicationsAICPA ConferencesTax Section Membership info.Publications, CPE, and Conferences
 
Search

Printer Friendly View

Tax E-Alerts

News you can use on tax regulations, court decisions, legislation, and practice management.

Read the Alerts




As a tax practitioner, you may have contemplated adding personal financial planning services to your practice. There is a natural progression to go from being your client's most trusted tax advisor to also being their most trusted personal financial advisor. But you have questions: will it be profitable? How do I get started? What are other CPA firms doing? All of these questions are addressed in a new research study published by the AICPA's PFP Section that can show you how to expand your services into this lucrative niche area that is a great compliment to your tax practice.

The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices- AICPA/Moss Adams CPA Financial Planning Practice Study.

Click here for more information

 

AICPA Comments on CFC Look-Through  Guidance

December 11, 2006

 

The Honorable Mark W. Everson

Commissioner of Internal Revenue Service

 

Mr. Eric Solomon

Assistant Secretary (Tax Policy) - Designate

Department of the Treasury

 

Mr. Hal Hicks

International Tax Counsel

Department of the Treasury

 

Mr. Steven A. Musher

Associate Chief Counsel (International)

Office of the Chief Counsel

Internal Revenue Service

 

Re:  Guidance Needed on the CFC Look-Through Rules Enacted as part of the Tax Increase Prevention and Reconciliation Act of 2005

 

Dear Commissioner Everson and Mssrs. Solomon, Hicks, and Musher:

 

The American Institute of Certified Public Accountants (AICPA) is pleased to offer our practitioner and taxpayer guidance suggestions regarding the new Controlled Foreign Corporation (CFC) look-through provision of the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA). Given the short-lived nature of this provision (applies for taxable years of foreign corporations beginning after December 31, 2005, and before January 1, 2009), guidance is needed to enable taxpayers to determine whether and how the provision applies and to assure that the statute’s requirements are met.

 

As discussed in more detail in our attached comments, we request that the IRS and Treasury provide guidance that:

 

1.      The scope of payments covered by section 954(c)(6) includes not only actual payments of dividends, interest, rents and royalties by a controlled foreign corporation (“CFC”) to a related CFC but also payments that are treated as dividends, interest, rents and royalties under the Code and regulations;

 

2.      The related CFC dividends that are subject to section 954(c)(6) (that is, related CFC distributions out of earnings that are not excluded from the shareholder CFC’s gross income under section 959(b)) be allocated and apportioned based on earnings that are not treated as previously taxed earnings and profits under section 959(b);

 

3.      All of a related CFC’s earnings be taken into account in applying section 954(c)(6) to dividend payments, even if such earnings were generated while it was not related to the CFC receiving such dividends;

 

4.      Related party interest be directly allocated only against passive foreign personal holding company income for purposes of applying rules similar to the rules of section 904(d)(3)(C);

 

5.      The approach of the current regulations under sections 952 and 954 dealing with CFC owned partnerships (the “Brown Group regulations”) be applied for purposes of applying section 954(c)(6) to payments made to partnerships with CFC partners;

 

6.      The aggregate principles of partnership taxation be applied for purposes of applying section 954(c)(6) to payments made by partnerships with CFC partners;

 

7.      The time of receipt or accrual of payments by a CFC be used in determining whether the requisite related party relationship exists for purposes of applying section 954(c)(6);

 

8.      Section 864(d) interest only be ineligible for section 954(c)(6) treatment in situations that are clearly abusive or inconsistent with the policies of section 954(c)(6);

 

9.      The factoring entity should be the tested party for purposes of determining the application of the look-through rule to factoring income treated as equivalent to interest under section 954(c)(1)(E);

 

10.  An election be provided to permit U.S. shareholders of CFCs to elect not to apply section 954(c)(6) to payments received or accrued prior to May 17, 2006; and

 

11.  The anti-abuse rule under section 954(c)(6) be narrowly construed to apply only to clear abuses with any regulations issued under such authority being prospective.

 

The AICPA is the national, professional organization of certified public accountants comprised of approximately 350,000 members. Our members advise clients on federal, state, and international tax matters, and prepare income and other tax returns for millions of Americans. Our members provide services to individuals, not-for-profit organizations, small and medium-sized businesses, as well as America’s largest businesses.

 

The attached comments were developed by the International Taxation Technical Resource Panel's CFC Look-Through Rule Task Force and approved by the International Taxation Technical Resource Panel and Tax Executive Committee.

 

We welcome the opportunity to discuss our comments further with you or others at the IRS. Please contact me at jeffrey.hoops@ey.com; Paul Schmidt, Chair of the International Tax Technical Resource Panel, at pschmidt@bakerlaw.com; Joe Calianno, Chair of the AICPA CFC Look-Through Rule Task Force, at joe.calianno@gt.com; or Eileen Sherr, AICPA Technical Manager, at or esherr@aicpa.org.

 

Sincerely,

 

Jeffrey R. Hoops

Chair, AICPA Tax Executive Committee

 

Download comments

Copyright © 2006 by the American Institute of Certified Public Accountants, Inc., New York, New York.