Jill Weise
Managing Director and Global Head of Transfer Pricing
Miami
Jill Weise
IP Related Transfer Pricing and Tax
Robert Herman
Managing Director and Global Head of Tax Services
Chicago
Robert Herman
Susan Fickling-Munge
Managing Director
Transfer Pricing
Chicago
Susan Fickling-Munge
Simon Webber
Managing Director
Transfer Pricing
Silicon Valley
Simon Webber
Karen Hensley-Chelstowska
Managing Director
Site Selection and Incentives Advisory
Dallas
Karen Hensley-Chelstowska
Duff & Phelps is a truly independent industry leader in the valuation of intellectual property and functions for tax purposes.
Multinational companies often use intellectual property across multiple tax jurisdictions which may require valuations of that intellectual property for tax purposes.
Our team provides consistent, balanced analyses that are defensible for tax and other purposes (e.g., financial reporting) and compliant with IRS and OECD standards.
IP-Related Transfer Pricing and Tax Services include:
- Analysis of cross-border transactions
- Valuations and analysis related or third-party cost sharing arrangements
- Calculation of buy-in payments
- Support in tax audits related to intercompany usage of IP assets
- Valuations of high value functions for transfer pricing purposes
- Valuations of embedded intangibles in fixed asset records for property tax exemptions
- Real property leasehold valuation
- Tax planning and compliance
- Patent box/innovation tax incentives advisory
- IP/R&D center location advisory
- R&D credits and grants advisory
Key Areas
- Intellectual Property Advisory Services
- Intellectual Property Transactions
- Intellectual Property Management, Strategy and Licensing
- Intellectual Property Intangible Asset Valuation
- Intellectual Property Protection and Investigation
- Intellectual Property Litigation, Arbitration and Damages Expert Testimony
Related Services
Transfer Pricing
Comprehensive transfer pricing advisory covering compliance, planning, controversy and implementation.
Transfer Pricing
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax Services
Intellectual Property Advisory Services
Leading provider of IP-related strategic advisory services to allow companies, attorneys and investors to grow, protect and maximize their IP assets.
Intellectual Property Advisory Services
Intellectual Property Management, Strategy and Licensing
Enabling our clients to optimize their IP assets value through licensing, monetization and asset management strategies.
Intellectual Property Management, Strategy and Licensing
Intellectual Property Transactions
Advising both buy-side and sell-side clients with financial analysis and strategic consulting through the entire IP-centric deal lifecycle.
Intellectual Property Transactions
Intellectual Property Litigation, Arbitration and Damages Expert Testimony
Leading provider of strategic consulting, valuation, damage quantification and expert testimony for IP-focused litigation and arbitration matters.
Intellectual Property Litigation, Arbitration and Damages Expert Testimony
Intellectual Property Intangible Asset Valuation
Leading provider of intellectual property valuations, including patents, trade names and R&D.
Intellectual Property Intangible Asset Valuation
Intellectual Property Protection and Investigation
Leading provider of investigation and protection to validate and expose the evidence needed to make critical conclusions.
Intellectual Property Protection and InvestigationNews
Hong Kong’s New Transfer Pricing Guidelines
