TAX STRUCTURE CONSULTING
Panama's Tax Advantages, Properly Structured.
Panama's territorial tax system is genuine and powerful. But it works only when the structure is correctly designed, properly maintained, and fully coordinated with your obligations in other jurisdictions. Advisory No.9 provides access to Panama's most experienced international tax advisors.
Why This Matters More Than Most People Think
Panama's territorial tax system exempts foreign-sourced income from local taxation. This is not a grey area or an aggressive tax position. It is the foundational principle of Panama's Fiscal Code, in place for over a century. But taking full advantage of it requires more than forming a company and opening a bank account. It requires understanding exactly how income is sourced under Panamanian law, what your home country requires when you establish a foreign corporate structure, whether your specific business activities qualify as foreign-sourced, how controlled foreign corporation rules in your home country may affect your Panama structure, and what compliance obligations apply to your Panama accounts and entities in both Panama and your home jurisdiction.
What the Service Covers
Advisory No.9 provides access to tax structure consulting through our partner accounting firm, staffed by Panamanian-licensed tax advisors with deep experience in international structures for high-net-worth individuals and internationally mobile businesses. Engagements typically cover an assessment of the client's current global tax position, a recommendation for the optimal Panama corporate and personal structure, a review of the territorial tax analysis for the client's specific income streams, coordination with the client's home-country tax advisors to ensure full cross-border compliance, and ongoing advisory as the structure is maintained and the client's situation evolves.
Specific Areas of Expertise
Panama territorial tax analysis for specific income streams. Corporate structure design for international trading, holding, and invoicing operations. Foundation and trust structure for asset protection and estate planning. Coordination with US tax professionals for American clients navigating FATCA, FBAR, and controlled foreign corporation rules. Tax residency establishment strategy for clients relocating to Panama. Annual compliance management for Panama entities.
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Advisory No.9° does not provide tax advice directly. Tax consulting is provided through our licensed partner accounting firm. For US clients, Advisory No.9° facilitates introductions to US-qualified international tax professionals who can advise on the complete cross-border picture.
This distinction matters. A Panama structure designed without full coordination between Panamanian and home-country tax advisors is a structure waiting to create problems. Advisory No.9° ensures both sides of that equation are covered.
Advisory No.9 acts as a coordination servicae and is not authorised to practise law or provide legal, tax, or financial advice. The contents of this website are for informational purposes only and do not constitute advice of any kind.