Forte provides the full range of IC-DISC services, including structuring and formation, with unmatched ability to maximize related tax savings. Maximizing IC-DISC tax savings requires simultaneous attention on the following three interrelated computational levers:

  • Identifying all qualified export receipts including both direct and indirect sales, component sales and leases of qualified export property.
  • Selection of appropriate allocation and apportionment methodology in accordance with Treas. Reg. Section 1.861-8.
  • Making full use of available DISC pricing rules and grouping alternatives including full costing and marginal costing while properly administrating overall profit limitations and special no-loss rules.

Forte’s tax professionals have been optimizing DISCs for more 35 years, and leverage its proprietary VantagePoint software in delivering this service.