Content area

Abstract

Foreign exchange and inflation rate fluctuations have a significant impact on the tax position of companies operating in the region. As a general rule, with certain exceptions exchange losses are recognized on an accrual basis in Latin America. Although practically all Latin American countries allow a deduction for exchange losses on an accrual basis, the effects of inflation are not recognized in the region on a consistent basis. Inflation accounting adjustments are required for tax purposes in certain Latin American countries. There are some techniques to minimize the inflation effect and exchange volatility. A simple, albeit sometimes inefficient, way to ensure an interest expense deduction is to denominate the loan in local currency with a fluctuating interest rate. In most Latin American countries, interest rates are generally not quoted on a long-term, fixed basis and fluctuate depending on the economic outlook. This approach, although ensuring a deduction for income tax purposes, would create other problems, such as higher withholding tax and a decrease in the real value of the principal. Derivatives can be used to hedge the effects of inflation and devaluation on a loan.

Details

Title
Tax planning for inflation in Latin America
Author
Solano, Manuel; Grosselin, Terri L; Vargas, Ricardo
Pages
31-34
Publication year
2002
Publication date
Dec 2002/Jan 2003
Publisher
Euromoney Institutional Investor PLC
ISSN
09587594
Source type
Scholarly Journal
Language of publication
English
ProQuest document ID
230196581
Copyright
Copyright Euromoney Institutional Investor PLC Dec 2002/Jan 2003