Brian D Schwam

Principal - International Tax Services

WTP Advisors
Delray Beach, Florida, USA

Limited Liability Corporation (LLC)

Professional Summary

Brian D. Schwam has over 30 years of experience as an international tax practitioner. During his career Brian served as a practice leader for international tax services and export incentives for two Big Four accounting firms, delivering international tax services to both publicly traded and closely-held businesses. Brian started his career on the tax staff of Ernst & Young in 1987. Currently, Brian leads the International Tax Sevices Group at WTP Advisors.

Brian has significant experience providing U.S. international tax and cross-border tax advice related to foreign tax credit and repatriation planning, transfer pricing, GILTI planning, FDII computations, CFC earnings and profits computations, and U.S. international compliance matters (5471, 5472, 8858 and 8865).

Brian has extensive experience working with companies of all sizes in obtaining optimized export incentive benefits by maximizing the benefits of the Interest Charge-Domestic International Sales Corporation (IC-DISC), including establishing the IC-DISC, maintaining the qualification of the IC-DISC, optimizing the tax benefits of the IC-DISC, and sustaining those benefits before the Internal Revenue Service. Brian understands the unique interplay between IC-DISC, FDII and the foreign tax credit for pass-through entities.

Please contact me for a complimentary consultation at 414-839-5525 or email me at brian.schwam@wtpadvisors.com.

Learn More

Languages

  • English

Industry Experience

    • Professional Services
    • Public Accounting Firm

Website

WTP Advisors

Interests/Hobbies

  • Road Biking
  • Golf
  • Football

Birthday

January 15

Social Media

Experience

WTP Advisors
Delray Beach, Florida, USA 33446
Principal - International Tax Services
Limited Liability Corporation (LLC)
2010 - Present
I lead WTP Advisors International Tax and Export Incentives practices. We provide a range of international tax services including foreign tax credit planning, international merger and acquisition planning, tax treaty analysis, CFC earnings and profits studies, withholding tax guidance, international structuring, expense allocation and apportionment, GILTI analysis and planning, FDII analysis and planning and IC-DISC export incentives.

We work with companies of all sizes and organization types, however we have a unique focus on cross border planning for U.S. pass-through businesses that face unique and different issues than C corporations.
U.S. Tax Advantage LLC
Milwaukee, Wisconsin, USA 53092
Managing Director
Limited Liability Corporation (LLC)
2005 - 2010
KPMG
Milwaukee, Wisconsin, USA 53092
Director
Public Accounting Firm - Big Four
2002 - 2005
Ernst & Young
Milwaukee, Wisconsin, USA 53092
Tax Senior Manager
Public Accounting Firm - Big Four
1987 - 2002

Education

BBA, Accounting 1984
University of Wisconsin, Madison
Madison, Wisconsin, United States
JD1987
University of Wisconsin Law School
Madison, Wisconsin, United States

Bar Admissions

Wisconsin
Active
1987

Court Admissions

  • Western District of Wisconsin

Associations and Societies

  • American Bar Association - Section of Taxation
  • Wisconsin Bar Association - Section of Taxation

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