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.
Presenter(s)
Justin Stenberg, Manny Schoenhuber - Partner, Nelson Mullins