US Expansion Playbook: Capitalizing & Funding Ops
July 30, 2026Forvis Mazars, in collaboration with Nelson Mullins, invites you to a webinar focused on the critical considerations surrounding how capital moves into and out of a U.S. organization once a structure is in place. This session will explore capitalization strategies, intercompany arrangements, and the tax and documentation requirements that support them. Topics include treaty considerations, transfer pricing, Form W-8 requirements, and practical do’s and don’ts for raising capital in the United States. Attendees will gain insights into how to maintain compliance as they prepare for investor and regulatory scrutiny.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify key intercompany agreements and governance documentation required to support cross-border capitalization and funding.
- Discuss treaty eligibility, Form W-8 requirements, and transfer pricing considerations affecting payments between related entities.
- Apply best practices for raising capital in the U.S., including investor readiness, documentation discipline, and common compliance missteps to avoid.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CFOs, tax directors, legal directors, and VPs of finance who are considering or actively planning U.S. market entry
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer poll questions to earn CPE.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Taxes
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Presenter(s)
Justin Stenberg, Manny Schoenhuber - Partner, Nelson Mullins