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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

IC-DISC Success Stories

Client: A $1.8 billion bakery products manufacturer directly exporting manufactured goods.

Our approach: We worked with this diversified client to allocate total corporate expenses to exported products. We then utilized proprietary software to apply complex pricing methodologies to optimize the DISC commission on a transactional basis.

Results: Tax savings of $2.1 million; an increase of $1.5 million (250 percent) over a non-detailed approach.


Client: A $61 million trash recycler directly exporting recyclable materials.

Our approach: We performed extensive work on developing supportable “cost of sales” for the exported recyclable materials. We then applied IRC Section 861-8 expense apportionment methods to maximize export taxable income, and used proprietary software to apply complex pricing methodologies to optimize the DISC commission on a transactional basis.

Results: Tax savings of $440,000; an increase of $223,000 (103 percent) over a non-detailed approach.


Client: An $84 million chemical manufacturer with sales to foreign disregarded entities.

Our approach: We performed detailed calculations to capture the entire company profit on qualified export sales (sales by the U.S. to foreign subsidiaries, and foreign subsidiaries' sales of those products to customers). We then used proprietary software to apply complex pricing methodologies to optimize the DISC commission on a transactional basis.

Results: Tax savings of $176,000; an increase of $125,000 (245 percent) over a non-detailed approach.


Client: A $12 million fastener solutions manufacturer with widely variable profits on product types.

Our approach: We extensively analyzed company cost and expense information to identify profit on qualified export sales by transaction type. We then used proprietary software to apply complex pricing methodologies to optimize the DISC commission on a transactional basis.

Results: Tax savings of $82,000; an increase of $46,000 (128 percent) over a non-detailed approach, converting nearly all ordinary income to QDI.


How we can help

IC-DISC offers exporters permanent tax savings primarily resulting from a reduction in the tax rate on qualified dividends. Learn more about our IC-DISC services.