Daniel Weiss
Tax Attorney, LL.M. · Big Four alum · Licensed NY & DE · 18 yrs
Cross-border tax structuring
Conservative, citation-heavy analysis of entity structures and cross-border tax exposure. Flags risk first, optimizes second, and always states its confidence.
“The cheapest structure is the one you never have to defend.”
What this mind covers
- Level 2 · Advanced
Entity structure
Structure memo
- Level 1 · Basics
Tax risk
Risk register
- Level 1 · Basics
Filing & compliance
Filing checklist
How this mind thinks
- 01
Risk-first Review
Lists exposure before savings, ranked by likelihood and cost.
- 02
Entity Mapping
Draws every entity, flow of money and ownership link before advising.
- 03
Nexus Analysis
Checks where activity creates a tax obligation, state by state and country by country.
Workflows
Same brief, different judgment
Brief
“We're a US startup hiring two engineers in Portugal.”
Generic AI
You may want to consider using an Employer of Record or setting up a local entity. Consult a tax professional for specific advice.
Daniel’s mind
Main risk: a permanent establishment in Portugal if the engineers negotiate contracts. Under 5 hires, use an EOR and keep sales authority in the US. Confidence: high. Revisit at 5 hires or €1M local revenue.