[HN Gopher] The Double Irish Dutch Sandwich: End of a Tax Evasio...
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       The Double Irish Dutch Sandwich: End of a Tax Evasion Strategy
        
       Author : speckx
       Score  : 76 points
       Date   : 2024-09-17 19:51 UTC (3 hours ago)
        
 (HTM) web link (conversableeconomist.com)
 (TXT) w3m dump (conversableeconomist.com)
        
       | exabrial wrote:
       | I'm not really mad at companies for doing this, I'm sad that the
       | same ways are not available to ordinary overtaxed people.
        
         | dvh wrote:
         | As designed
        
         | Mordisquitos wrote:
         | Maybe part of the reason ordinary people are "overtaxed" is
         | that companies are able to do this.
        
           | yieldcrv wrote:
           | Given that 100% tax compliance at the highest rates would not
           | solve any high tax nation's budget holes
           | 
           | You should be asking the same questions that companies are
           | asking: instead of "why arent we getting hosed equally" its
           | "why are we getting hosed at all"
        
             | mystified5016 wrote:
             | Capitalism only works if _someone_ gets hosed. And of
             | course as we all know, the only alternative to capitalism
             | is communism which is scary and evil! Don 't you see how
             | good you have it under the hose?
        
               | tirant wrote:
               | Given the nature of the human being, there's no way to
               | live in a free society without someone being hosed. And
               | even then, capitalism has improved the life conditions of
               | those hosed. Communism removes the freedom for everyone
               | and it is effectively hosing everyone at the same time.
        
               | SiempreViernes wrote:
               | That's not true, Soviet communism generated wealthy
               | elites just like any other dictatorship, they just didn't
               | have formal wealth.
        
             | nabla9 wrote:
             | Improving IRS tax collection enforcement could generate
             | significant funds
             | 
             | In fiscal year 2021 the IRS managed more than $4.1 trillion
             | in tax revenue. The annual tax gap was estimated at $688
             | billion in 2021, with $625 billion remaining uncollected
             | even after enforcement efforts.
             | 
             | 16.7 percent.
        
               | yieldcrv wrote:
               | and you don't realize that this proves my point?
               | 
               | ~$5.3 trillion doesn't solve the US' budget holes, while
               | the US government tells you what transactions to make to
               | not be taxed
        
               | intuitionist wrote:
               | So collecting all those extra taxes would cover somewhere
               | south of 25% of the budget deficit for 2021. You aren't
               | wrong, but the parent isn't wrong either.
        
             | kvgr wrote:
             | And most important questions: why is the government so
             | expensive, do we really need all of this, is it efficient?
             | How is the efficiency evaluated?
        
               | epolanski wrote:
               | I really despise some of these anarcho capitalist
               | arguments.
               | 
               | A society that isn't lifted by redistributing wealth
               | through taxes creates nothing but a more inequal and
               | dangerous society for everyone.
               | 
               | We can all argue about inefficiencies, what is the right
               | amount of spending and funding, but redistributing taxes
               | by creating socially needed projects, from roads that you
               | use, to ports through your shipments to policing streets
               | so your daughter is safer when she goes out with friends.
               | The list is so long.
               | 
               | People don't even realize how much wealth and prosperity
               | has been created by redistributing wealth through taxes.
        
             | VieEnCode wrote:
             | "Given that 100% tax compliance at the highest rates would
             | not solve any high tax nation's budget holes"
             | 
             | Can I ask where this claim originated from please?
        
               | yieldcrv wrote:
               | yeah absolutely, I look at the nation's debt load - which
               | it does pay interest on from tax revenues - and its
               | increase of debt load alongside actual spending of debt
               | sale proceeds, and compare that to how much it collects
               | in taxes
               | 
               | I use that government's official sources to do that math
               | 
               | Additionally, in some nations, there are underfunded
               | liabilities, future necessary spending
               | 
               | And it all far eclipses what the nation makes in revenue
               | from taxes, tariffs and productive industries it owns -
               | if any
               | 
               | If there an aspect of accounting that I'm
               | misunderstanding, by all means enlighten me
        
           | fleabagmange wrote:
           | No it's because an un-elected class of political invents new
           | ways to launder our money over and over. How else does a
           | politician with a small salary end u on millionaire over and
           | over? They do not get book and consulting deals out of the
           | goodness of the public hearts
        
             | knodi123 wrote:
             | It's fine to believe this. But you should be aware it's a
             | partisan political opinion, and it's inflammatory to
             | present it as an objective fact. Is this site really the
             | place for partisan political opinions?
        
             | Mountain_Skies wrote:
             | @knodi123, what is partisan about fleabagmange's statement?
             | They don't mention any politician, political party, or even
             | political ideology.
        
             | 9dev wrote:
             | Well, apart from medicine, irrigation, health, roads,
             | cheese and education, baths and the Circus Maximus, what
             | have the Romans ever done for us?
        
         | earnesti wrote:
         | Ordinary people can buy the stock of the said companies and
         | benefit from the tax saved. Probably they already own them
         | through pension funds.
        
           | consp wrote:
           | Ordinary people do not buy stock. Most people here are in the
           | highest percentile and it shows.
        
             | amarcheschi wrote:
             | That take feels kinda... Detached from the average person
             | to me? I don't know how to take it, just like when you hear
             | gates saying a banana cost 10$. Common Joe would benefit
             | much more from taxes being actually paid than profits being
             | accumulated by companies just so they can crush the
             | competition more and earn more and (...)
        
               | thaumasiotes wrote:
               | > just like when you hear gates saying a banana cost 10$
               | 
               | When was that?
        
               | amarcheschi wrote:
               | I've never seen a real video, it may as well be a common
               | saying after being on the internet for a so long time.
               | However, there is a video of gates trying to guess
               | grocery prices on the internet, and he's not that bad. I
               | think at this point it's just an internet meme that exist
               | to reference billionaires being disconnected from reality
        
               | thaumasiotes wrote:
               | > I've never seen a real video, it may as well be a
               | common saying after being on the internet for a so long
               | time.
               | 
               | I mean, I can show you the video:
               | https://www.youtube.com/watch?v=Nl_Qyk9DSUw
               | 
               | But that has nothing to do with Bill Gates or any other
               | person named Gates. (You might be aware that Bill Gates
               | isn't a woman.) It's a joke on a comedy show. It's not
               | something anyone has ever said.
        
             | ImJamal wrote:
             | I don't know about the majority, but plenty of people have
             | 401Ks (over 34%). It wouldn't be too shocking if 16% more
             | people had stocks.
        
           | amarcheschi wrote:
           | Which, to me, looks very subpar rather than companies paying
           | taxes in the country where they actually make profit
        
           | g8oz wrote:
           | That's what I call a "let them eat cake" response.
        
           | lxgr wrote:
           | They can't, because companies these days only go public after
           | most of their growth has already been captured by private
           | equity (if at all).
        
         | toast0 wrote:
         | Ordinary people can't do this because they missed the window,
         | but also because their labor has a clear nexus. This scheme
         | worked because when a product is designed in one locale, built
         | in another, and sold in a third, there's some reasonable
         | question of what the nexus of the income is.
         | 
         | Ordinary people that have written books or songs or otherwise
         | earn royalties from creative works on a regular basis could
         | probably have arranged for ownership of their royalties to be
         | owned by a complex corporate structure as well, but I don't
         | know that very many ordinary people earn enough in royalties
         | that tax avoidance is worth the setup and maintenance costs.
        
         | epolanski wrote:
         | I personally am.
         | 
         | Because people are often overtaxed due to high tax
         | elusion/avoidance/evasion.
         | 
         | E.g. in Italy, around 10 to 15% taxes are evaded in many ways.
         | That bill is then paid by regular taxpayers.
         | 
         | If even more people avoided taxes that would just make the
         | issue worse.
        
         | throw310822 wrote:
         | Frankly I don't even understand why companies are taxed at all.
         | Taxes are proportional to individuals' income so that the pain
         | of contributing to the collective good is distributed fairly.
         | Companies don't feel any pleasure or pain, they need money as a
         | commodity- it pays people, investments, innovation, talent.
         | Money and other benefits should be taxed when they are
         | transferred to individuals, not before.
        
       | sanj wrote:
       | " The obvious loss is to government revenue, but the more subtle
       | and still very real loss is the diversion of high-powered talent
       | from what could have been gains in efficiency and productivity to
       | focus instead on corporate reorganizations and tax evasion
       | games."
       | 
       | I'd expect very little overlap between those talent pools.
        
         | mtnGoat wrote:
         | Why? Talent goes where to best pay is, if you're not paying
         | taxes you can pay your agent more.
        
           | immibis wrote:
           | How many computer programmers moonlight as tax avoidance
           | accountants?
        
             | tux3 wrote:
             | Tax avoidance is a legal problem instead of a tech problem,
             | but it has many parallels wherever there are bad
             | incentives. These are fundamentally not pro-social
             | activities, but trying to get an unfair advantage through
             | loopholes.
             | 
             | More computer programmers might moonlight as SEO gurus, if
             | search engines didn't put up at least a token amount of
             | resistance against scummy low-effort SEO tactics.
             | 
             | Fewer tax avoidance accountants would still be tax
             | avoidance accountants, if we made a bigger effort to
             | prevent it. (And that doesn't mean accountants would have
             | to be programmers instead, there are many other kinds of
             | talent)
        
             | smallnamespace wrote:
             | High finance and crypto are two places where a high
             | concentration of technical skills intersect with using
             | those same skills to game our financial and legal systems.
        
             | jacobr1 wrote:
             | More like how many people with degrees in Business go into
             | Management Consulting, would like to join a startup as a
             | Product Manager, or accountants that want to be Associates
             | at a VC firm rather than work a big 4.
             | 
             | But even for programmers, plenty of people make the
             | decision to go into programming or medicine or law because
             | they are well paid and respected careers. And interests in
             | secondary school and university are influenced by parents,
             | teachers and the culture promoting certain directions. Kids
             | these days are bombarded by STEM everything.
        
             | tombert wrote:
             | Tangential, but a pet project I've been working on has been
             | doing exactly that! Looking at US federal tax laws and
             | using constraints solves to find optimal paths to the
             | lowest taxes.
             | 
             | I don't really do anything besides play with it, my taxes
             | are very simple and boring, but it's been a fun project to
             | play around with.
        
               | chris_wot wrote:
               | Yeah, that is tax minimization, not tax avoidance.
               | There's a big difference.
        
               | tombert wrote:
               | Yeah, that's fair enough; outside of keeping as much
               | money as I can in ETFs and index funds, my tax strategies
               | are pretty much non-existent since I don't have enough
               | money for it make a huge difference.
        
               | quesera wrote:
               | If there are any novel or situation-specific conclusions
               | drawn, that sounds like an easy sell to CPAs and
               | independent tax preparers. Maybe even individual tax
               | optimizers.
               | 
               | My naive assumption is that sophisticated analysis will
               | return the same few well-known recommendations almost all
               | the time. (The taxation variant of: eating properly,
               | sleeping regularly, and getting appropriate exercise)
        
               | jdminhbg wrote:
               | Very big! Minimization is when I do it, avoidance is when
               | Apple does it.
        
             | NewJazz wrote:
             | [delayed]
        
         | NewJazz wrote:
         | In the short or long term?
        
       | barrkel wrote:
       | The word chosen at the end of the article:
       | 
       | > _I'm sure the international tax lawyers around the world are
       | strategizing new tax evasion strategies even as I write these
       | words._
       | 
       | It should be clear that tax avoidance and evasion are quite
       | different things, and the Double Irish Dutch Sandwich was tax
       | avoidance and not evasion.
        
         | immibis wrote:
         | This is a technicality created by legal tax evaders. To evade
         | is to avoid. If you're avoiding tax you're evading tax.
         | Sometimes it's moral, many times it's legal.
        
           | yieldcrv wrote:
           | Its a technicality created by government tax authorities and
           | prosecutors
           | 
           | They say avoidance is legal, evasion is illegal and the name
           | of a prosecutable crime
        
           | Alupis wrote:
           | So are you telling us when you prepared your recent tax
           | return, you spent zero time ensuring you paid only the
           | required amount?
           | 
           | Avoiding paying taxes you are _not legally required to pay_
           | is not tax evasion.
        
           | pdpi wrote:
           | There will always be legal (but arguably immoral) ways to
           | minimise your taxes, and there will always be illegal ways to
           | minimise your taxes. Those are different problems with
           | different solutions. It's a useful distinction to make, that
           | warrants having different words.
        
           | DavidAdams wrote:
           | The word evade has a specific meaning in English, implying
           | avoidance by trickery. And it has a specific legal meaning,
           | which is knowingly bending or breaking the law. They are not
           | synonyms, especially in a tax context.
        
         | kgermino wrote:
         | Is that fair to say given that it's been found illegal?
         | 
         | It's more complicated because the Irish law people were
         | following was found to be invalid, not that the people
         | leveraging it we're breaking the law as understood at the time,
         | but it still seems unfair to call this approach legitimate.
        
           | Alupis wrote:
           | > Is that fair to say given that it's been found illegal?
           | 
           | Those activities were not illegal at the time. If the laws
           | have changed, then as a tax paying entity, these
           | people/businesses will have to comply with the new laws
           | and/or remove themselves from the jurisdiction where these
           | laws preside.
        
           | ManuelKiessling wrote:
           | Well, if I eat a steak this year and eating animals is made
           | illegal next year, was it legitimate that I ate a steak this
           | year?
        
             | chris_wot wrote:
             | It would be legitimate. If you ate an animal thinking it
             | was lawful, but it was not lawful, then it would not have
             | been legitimate.
        
       | gwd wrote:
       | > The obvious loss is to government revenue, but the more subtle
       | and still very real loss is the diversion of high-powered talent
       | from what could have been gains in efficiency and productivity to
       | focus instead on corporate reorganizations and tax evasion games.
       | 
       | It's also a loss to all of us who find ourselves owning a
       | "foreign" corporation for legitimate reasons, and having to do a
       | lot of work proving that we're not playing shell games.
       | 
       | I'm an American living in the UK; I've started what's now a one-
       | man bootstrapped company and it just makes sense for it to be
       | incorporated in the UK. I don't mind paying taxes, but I don't
       | want to have to pay them twice. UK taxes are generally higher
       | than US taxes, and there are tax treaties to avoid double
       | taxation, so no problem, right?
       | 
       | Wrong. First, if a US citizen owns more than 10% of a foreign
       | corporation, there's an insanely complicated form you have to
       | fill out, two pages of which are incomprehensible questions ("Is
       | your company considered an X corporation under sections Y and Z
       | of the Blablablah act?") that simply require an expert to fill
       | out.
       | 
       | Secondly, if a US citizens owns more than _50%_ of a foreign
       | company, by default, income from that company counts as personal
       | income, _but taxes paid by the company to another government don
       | 't count as personal taxes_. You can get around this, apparently,
       | but it's even more complicated.
       | 
       | So because of [REDACTED] lawyers and accountants that have come
       | up with these schemes, I have to spend precious starting capital
       | to a bunch of accountants to prove I'm not evading taxes, rather
       | than actually doing something useful with that money (and that
       | accountant doing something more useful with their time).
        
         | jmyeet wrote:
         | This is completely unrelated to the post.
         | 
         | What you're complaining about is overreach by the IRS in
         | relation to foreign assets held by US citizens (ie FATCA) and
         | the reporting requirements (eg Form 7938 and FBAR). It's worth
         | noting that real estate is carved out as an exception for
         | reporting purposes somehow, even though it's a common vehicle
         | for money laundering.
         | 
         | That has literally nothing to do the Double Irish Dutch
         | sandwich, which has historically been used by US companies
         | (particularly Big Tech companies) to avoid taxes by moving
         | their IP to a foreign subsidiary and then paying "royalties" to
         | avoid paying US taxes.
        
           | gwd wrote:
           | You seem to think that the IRS doing that just for a laugh,
           | or just because they hate rich people, and that Big Tech
           | companies are the only ones playing shell games with their
           | revenue in order to shirk paying their fair share to support
           | the society they've benefitted from.
           | 
           | I think it much more likely that rich people also play shell
           | games with their assets / revenue to avoid paying their fair
           | share to support the society they've benefitted from, and
           | that the IRS requires the extra reporting to try to
           | counteract that.
           | 
           | This article is specifically about a specific loophole
           | invented by unethical accountants and lawyers, but it's also
           | generally about all the effort spent by unethical accountants
           | and lawyers to come up with such loopholes, causing not only
           | harm to society (in the form of free-riding on those who are
           | paying taxes), but which in turn forces effort on the part of
           | tax agencies and legislatures, which then forces effort on
           | normal people like me who just want to make some money and
           | pay our fair share. It's pure wasted energy.
        
             | skissane wrote:
             | > and that the IRS requires the extra reporting to try to
             | counteract that.
             | 
             | The extra reporting largely exists because of the
             | fundamental and rather unique misdesign of the US tax
             | system - taxing citizens' worldwide income for life. Most
             | countries only tax (1) worldwide income for residents (2)
             | in-country income for non-residents
        
           | skissane wrote:
           | > What you're complaining about is overreach by the IRS in
           | relation to foreign assets held by US citizens (ie FATCA) and
           | the reporting requirements (eg Form 7938 and FBAR)
           | 
           | A big problem is the US is one of the few countries in the
           | world which taxes its citizens (and green card holders)
           | worldwide, for life, no matter how long they've been outside
           | the United States. Most countries don't tax non-resident
           | citizens, or only do so for a limited period of a few years.
           | 
           | The only other country that does it, that I know of, is
           | Eritrea - and it has been widely condemned by the
           | international community for its "diaspora tax". But no
           | condemnation for the US diaspora tax, despite actually being
           | far more onerous than Eritrea's is
        
       | jmyeet wrote:
       | The complexity in the tax code is why we end up with things like
       | AMT (Alternative Minimum TAx) and the 15% minimum corporate tax.
       | There are so many carved-out special interest exceptions that
       | it's almost impossible to unravel, like the carried interest tax
       | credit for hedge fund management fees.
       | 
       | I think we've reached the point where we need revenue
       | apportinment of profit. That means if 50% of your revenue comes
       | from the US, then (at least) 50% of your profit is taxable in the
       | US.
       | 
       | It's worth noting that there are various schemes for
       | multinationals to avoid taking profits in the US. One of the most
       | common is transfer pricing. Example: Company A sells sofas to US
       | consumers for $1000. It buys them from subsidiary B (in Bermuda)
       | for $900. Subsidiary B buys the sofas from Subsidiary C in China
       | for $300 each. So $600 in profit is moved to a 0% tax haven like
       | Bermuda. That's transfer pricing and it's illegal.
       | 
       | The Double Irish Sandwich is an example of profit shifting.
       | What's the difference between profit shifting and transfer
       | pricing? Profit shifting is legal. Transfer pricing isn't. That's
       | functionally the difference.
       | 
       | So an argument against revenue appointment of profit is you can
       | use similar schemes to hide profits but you really can't. For
       | one, companies need to report profits to shareholders so the IRS
       | has that data point. For another, the IRS can and does go after
       | companies to figure out beneficial ownership and whether
       | transactions really are at arm's length or not.
       | 
       | For anyone saying they can benefit from this by buying shares in
       | $BIG_TECH$, I promise you that you would benefit more from that
       | company paying taxes to fund the roads, bridges and schools that
       | you would from your 100 shares going up by an extra 1%.
        
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