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Apple avoids potential $9 billion U.S. tax bill

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“Apple will avoid a potential tax bill of up to $9bn by using the proceeds from its $17bn blockbuster bond issue to pay shareholders rather than bringing back cash from abroad,” Michael Stothard reports for The Financial Times. “The technology group would have paid as much as 35 per cent in tax to bring that amount of cash back into the US, according to lawyers and accountants.”

“Apple, which has $100bn worth of offshore cash compared with just $45bn in the US, last month announced it would partly fund a record-breaking $55bn share buyback programme by using money raised in the corporate bond market,” Stothard reports. “The company will also save around $100m a year from using the debt rather than straight cash. Although the company’s $17bn borrowing from the corporate bond market this week will cost it around $310m a year in interest payments, it will regain about a third of that due to tax deductions.”

Stothard reports, “Gerald Granovsky, an analyst at Moody’s, said: “If you assume the statutory 35 per cent corporate tax rate, based on the data available and on a back of the envelope calculation, to generate in the US the equivalent of $17bn the company would need to repatriate $26bn. ‘That is less attractive than paying the $300m in interest attached to this bond sale,’ he added.”

Read more in the full article here.

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Tagged: AAPL, Apple buybacks, Apple dividends, repatriation holiday, tax repatriation, U.S. taxes

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