Our clients with foreign investments in different industries (e.g., private equity (PE), finance, multinational corporations) are required to complete informational benchmark surveys with the Bureau of Economic Analysis (BEA). These surveys gather information on U.S. businesses and their foreign affiliates in order to evaluate the magnitude and impact of foreign trade and investment.聽The BEA surveys include three types of forms:
- BE-10 is the benchmark survey of U.S. direct investment abroad.
- BE-11 is the annual survey of U.S. direct investment abroad.
- BE-577 is the quarterly survey of U.S. direct investment abroad.
These surveys increase the demand placed on an already busy regulatory filing schedule, but our clients do not tend to give them the same priority status as regulatory filings required by the SEC.
乐鱼(Leyu)体育官网 has a聽cross-functional team ready to help
Our blended team of advisory and tax professionals have significant experience in economic consulting, regulatory compliance, and process automation. The team also has a deep understanding of organizational structure and financial information. We鈥檝e been assisting our clients鈥� peers with their BEA informational filings. We鈥檝e developed tools to simplify the process and help our clients meet the BEA form filing deadlines.
We recognize the strain companies are under during these unprecedented times. We are ready to focus on addressing the BEA鈥檚 scoping requirements and drafting surveys to complete the information filing so our clients can continue to focus on their people and their investments.