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Articles by Josh Finfrock
Success Story: How Transfer Pricing Support Helped Preserve Millions in Transaction Value
A U.S.-based middle-market technology company with operations in Australia and the United Kingdom was preparing for acquisition by a private equity buyer in a transaction valued at approximately $25 million. The company developed proprietary software, platform technology and data-driven intellectual property used to analyze energy and market data for customers operating in complex, information-driven industries.
Transfer Pricing and the Risks Facing Family Office Governance
Family offices increasingly operate through complex networks of investment vehicles, operating businesses, trusts and shared-service entities. As those structures grow, so does the volume of transactions occurring between related entities. Management fees, cost allocations, intercompany loans and intellectual property arrangements can all influence where income accumulates, how expenses are shared and how value moves throughout a family enterprise.
Pepsi v. Illinois: Transfer Pricing and State Tax Implications | Podcast
In this episode, Josh Finfrock breaks down the Pepsi v. Illinois case and its implications for state income tax and transfer pricing planning. He explains how economic substance and arm’s length behavior factored into the court’s decision and what this case signals for multistate and global tax planning. Subscribe and listen to future episodes of Weaver: Beyond the Numbers on Apple Podcasts or Spotify. ©2026 Detailed Description of Pepsi v.
Transfer Pricing Impacts in India: Safe Harbor Rules and Markups | Podcast
In this episode, Josh Finfrock discusses India’s newly introduced 15.5% transfer pricing safe harbor and what it means for U.S. multinational companies operating in the region. He breaks down how the safe harbor consolidates prior rules, simplifies compliance for larger Indian subsidiaries and aligns with common audit outcomes.
Supreme Court Strikes Down IEEPA Tariffs Podcast
In this episode, Josh Finfrock examines the Supreme Court’s recent IEEPA decision and its implications for tariff authority, potential refund opportunities and transfer pricing strategies. He breaks down how the ruling limits executive power to impose unilateral tariffs, what importers should prepare for as they pursue potential refunds through the customs process and why these changes may require reassessing existing transfer pricing policies.
Loan Considerations for Cross-Border Transactions Podcast
In this episode of Weaver: Beyond the Numbers, Josh Finfrock discusses key considerations for companies engaging in cross-border funding transactions, including whether to use capital contributions or intercompany loans. He highlights the importance of ensuring that transactions are respected as legitimate loans rather than equity contributions, analyzing debt capacity to determine appropriate loan amounts and benchmarking interest rates to be in line with market conditions.
Transfer Pricing, Tariffs & Royalties Video
In this episode, Josh Finfrock discusses unbundling royalties from import prices in transfer pricing, emphasizing the need to comply with both customs and IRS regulations, ensure arm’s length transactions and consider withholding tax implications. For information or assistance, contact us. We are here to help. ©2026 Detailed Description of Transfer Pricing, Tariffs and Royalties 00:00:00 Josh: Hi. I’m Josh Finfrock with Weaver.
MJH News Examines Tax Planning Considerations for Physician-Owned Practices
“’Tis the season for optimizing tax strategies for physician-owned practices: Key considerations and benefits,” written by Tashiana Briggs, Adam Portacci and Josh Finfrock, was recently published in a recent edition of Medical Journal—Houston. The article explores practical tax planning considerations for physician-owned practices and outlines strategies to help practice owners make informed financial decisions throughout the year.
Transfer Pricing for Private Equity Video
In this episode, Josh Finfrock explains the necessity of establishing arm’s length service fees for employment companies to avoid tax exposure, which is a common issue in due diligence. For information or assistance, contact us. We are here to help. ©2026 Detailed Description of Transfer Pricing and Employee Leasing for Private Equity 00:00:00 Josh: Hi. I’m Josh Finfrock, and I lead the transfer pricing practice here at Weaver.
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