Learn more about our firm

1. BUILDING VALUE RESPONSIBLY

2. WHO WE ARE A TEAM OF EXPERTS
Our professionals have held leadership positions
Founded in 2001, global X is a strategic
in top law and accounting firms and senior
tax consulting firm that connects taxpayers, management positions with Fortune 500 companies.
community stakeholders and governmental We apply the highest levels of financial, tax and
entities to maximize the returns on their operations expertise to deliver value in all tax
categories, including income, franchise, capital
investments. We do this through a socially investment, sales/use, property and employment.
responsible approach that leverages the
tax policies and programs established by We are committed to operating as a team of
professionals known for the integrity, good sense
federal, state and local governments.
and wise solutions provided to the companies,
individuals and communities we serve. Our
experienced tax strategists use unmatched
industry knowledge and intellectual capital to
deliver maximum value while managing the
implementation process in a confidential manner.
WHAT WE DO
MAKING A COMPLEX PROCESS STRAIGHTFORWARD
TAX INCENTIVES
CASH
SUPPORT PROGRAMS
INCREASED TAX SOCIALLY RESPONSIBLE
REVENUE TAX AND INVESTMENT
POLICY OBJECTIVES RETURNS
ACHIEVED PUBLIC RELATIONS
GOVERNMENT INVESTOR
SOCIALLY RESPONSIBLE PROJECT
ADDITIONAL JOBS
AFFORDABLE HOUSING
CLEANER ENVIRONMENT
REHABILITATED NEIGHBORHOODS
PRESERVATION OF HISTORICAL LANDMARKS
INCREASED COMMUNITY PROPERTY VALUES
GENERAL PUBLIC
Although the end objectives of government tax At global X, we know how to structure and manage
programs are often easy to understand, the process by the process. We are embedded from start to finish,
which those objectives are attained can be daunting. ensuring that maximum value is obtained by all parties.

3. FEDERAL, STATE AND LOCAL
HOW WE BENEFIT LATENT TAX ASSETS CAN BE FOUND IN
THE FOLLOWING CATEGORIES,
OUR CLIENTS AMONG OTHERS:
STRATEGIC TAX PLANNING AND THE Historic Preservation tax assets designed
to promote the rehabilitation and/or
UTILIZATION OF LATENT TAX ASSETS
preservation of historically significant
Attitudes towards tax are changing and tax buildings and areas.
decisions are under scrutiny like never before.
Which is why global X helps clients navigate the
terrain by delivering strategic tax planning services Brownfield Mitigation tax incentives for the
that efficiently use latent tax assets derived from clean-up and redevelopment of industrial sites
government programs. We maximize the value of and blighted urban areas that have been
these programs for investors, developers, and the abandoned or underutilized.
community by leveraging our extensive network of
deep relationships — creating a “win-win” scenario Conservation Easements charitable
for program sponsors and participants. At global
contribution tax deductions for the
X, we work with individuals and companies of all
sizes to identify opportunities and execute on the preservation of historic structures,
available tax assets. green/open space and natural habitats.
Low Income Housing tax benefits devised
to facilitate the construction and
redevelopment of low-income rental
properties and affordable housing units.
Renewable or Green Energy tax assets
IMPACTING COMMUNITIES available to those who invest in energy
WITH A SOCIALLY conservation, recycling, renewable
energy resources and less-polluting
RESPONSIBLE APPROACH
transportation fuels.
We are proud of the work we do. By working with
government tax programs that promote socially
responsible policy objectives, global X contributes Film Infrastructure and Film Production
to the economic development and preservation tax incentives provided for the construction of
of our local communities. We partner with our permanent studio space and the production of
clients and community leaders in the hopes of movies, television, entertainment and
maintaining and generating valuable assets for commercial activity.
present and future generations. In short, global X
is committed to the clients and communities
it serves. Investment in Business Property tax
benefits designed to promote and accelerate
the investment in business capital.
Utilization of Depreciation Deductions
optimal structuring and allocation of
income tax deductions for the depreciation
of business property.

4. FIRM ACCOMPLISHMENTS
Our firm is defined by what
we do—executing high-value strategies to
directly benefit our clients and the community.
Our successes include:
Aided in the rehabilitation and preservation of
two historic hotels in downtown Detroit—the
Book Cadillac Hotel and the Fort Shelby Hotel—
by applying federal, state and local tax incentive
programs to attract third-party investment.
Used available tax asset programs to help
preserve the Old Masonic Temple in East Lansing,
Michigan—one of only two remaining historic
commercial buildings in that city.
• Collaborated with major healthcare institutions to structure and implement a tax beneficial
program that also assisted with physician retention issues.
• Partnered with the states of Michigan and Ohio in the development of two new legal statutes
to preserve incentive tax benefits and increase the marketability of incentive tax credits.
• Saved $20+ million by applying the Ohio Investment Tax Credit to manufacturers who
leased their equipment to others.
To learn more, call 216-241-6689 to speak with one of our partners:
Andrew (Drew) Sparacia Antonin Robert Kevin M. Czerwonka Timm Judson Randy Markey
1303 Prospect Avenue East, Cleveland, Ohio 44115 216-241-6689 (office) globalxtax.com
© 2009 global X Tax Strategy & Execution