Silver v. Internal Revenue Service

CourtDistrict Court, District of Columbia
DecidedOctober 15, 2025
DocketCivil Action No. 2020-1544
StatusPublished

This text of Silver v. Internal Revenue Service (Silver v. Internal Revenue Service) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Silver v. Internal Revenue Service, (D.D.C. 2025).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLUMBIA

MONTE SILVER, et al.,

Plaintiffs, v. Civil Action No. 20-1544 (CKK) INTERNAL REVENUE SERVICE, et al.,

Defendants.

MEMORANDUM OPINION (October 15, 2025)

The Defendants in this action, which challenges regulations implementing the taxation of

Global Intangible Low-Taxed Income (“GILTI”) under the 2017 Tax Cuts and Jobs Act (“TCJA”),

have filed a [36] Motion to Dismiss the Plaintiffs’ [33] Amended Complaint for lack of subject-

matter jurisdiction and failure to state a claim. Defs.’ Mot., ECF No. 36. The Plaintiffs—an

individual United States citizen and his Israeli law firm—oppose the Defendants’ Motion. Pls.’

Opp’n, ECF No. 38.

Upon consideration of the parties’ submissions,1 the relevant legal authority, and the entire

record, the Court shall GRANT IN PART and DENY IN PART the Defendants’ renewed

[36] Motion to Dismiss, dismissing the claims of the individual plaintiff for failure to state a claim

but allowing one of the law firm’s claims to proceed.

1 The Court’s consideration has focused on the following documents, including the attachments and exhibits thereto: • the Plaintiffs’ Amended Complaint (“Am. Compl”), ECF No. 33; • the Defendants’ Motion to Dismiss (“Defs.’ Mot.”), ECF No. 36; • the Plaintiffs’ Opposition (“Pls.’ Opp’n”), ECF No. 38; and • the Defendants’ Reply (“Defs.’ Reply”), ECF No. 40.

In an exercise of its discretion, the Court concludes that oral argument is not necessary to the resolution of the issues pending before the Court. See LCvR 7(f).

1 I. BACKGROUND

A. Statutory and Regulatory Framework

1. The Regulatory Flexibility Act

The Regulatory Flexibility Act (“RFA”), 5 U.S.C. §§ 601 et seq., requires federal agencies

to follow certain procedures when developing regulations that may impose disproportionate

burdens on small businesses, small nonprofits, and governments of small jurisdictions

(collectively, “small entities”).

Among the Act’s requirements are provisions mandating that agencies prepare and publish

both an initial and a final regulatory flexibility analysis for any new regulations or interpretative

rules “involving the internal revenue laws of the United States.” See 5 U.S.C. §§ 603–604. A final

regulatory flexibility analysis under the Act must, among other things, describe “the steps the

agency has taken to minimize” the regulation’s “significant economic impact on small entities”

and state the “factual, policy, and legal reasons” for the agency’s choice among alternative policies

that may have had different impacts. Id. § 604(a)(6).

The Act provides an important exception to its requirements for regulatory flexibility

analyses. These requirements do not apply if the head of the agency proposing the new rule

“certifies that the rule will not, if promulgated, have a significant economic impact on a substantial

number of small entities.” Id. § 605(b). This certification, sometimes called a Section 605(b)

certification, must be published in the Federal Register alongside a “statement providing the

factual basis for” the agency’s conclusion about the scope of the rule’s impact. Id.

The Regulatory Flexibility Act provides for judicial review of agencies’ compliance with

its provisions. Specifically, it provides that a “small entity that is adversely affected or aggrieved

by final agency action is entitled to judicial review of agency compliance with,” as relevant here,

the sections of the Act relating to final regulatory flexibility analyses and Section 605(b)

2 certifications that a proposed rule will not have a “significant economic impact on a substantial

number of small entities.” See id. § 611(a)(1) (citing id. §§ 604, 605(b)). The Act provides that

federal courts have jurisdiction to review claims under these provisions to the same extent that

federal courts would have jurisdiction to review the underlying rule for compliance with the

Administrative Procedure Act (“APA”). Id.

2. The Global Intangible Low-Taxed Income Tax

The Plaintiffs’ claims in this case focus on the regulations implementing the Global

Intangible Low-Taxed Income (“GILTI”) tax, which is a set of rules for the taxation of foreign

corporations controlled by U.S. shareholders (“controlled foreign corporations” or “CFCs”). See

26 U.S.C. § 951A (2017).2 The GILTI tax was added to the Internal Revenue Code as part of a

set of changes in the 2017 Tax Cuts and Jobs Act (“TCJA”) affecting the taxation of income from

foreign sources. See TCJA, Pub. L. No. 115-97, §§ 14101–14502, 131 Stat. 2054, 2189–235.

The GILTI tax regime is complex, but in general terms, its provisions require a U.S.

shareholder of a “controlled foreign corporation” (“CFC”) to include the shareholder’s pro-rata

share of parts of the CFC’s income in the shareholder’s own income for tax purposes. See 26

U.S.C. § 951A(a). This approach marks a change from prior law, under which U.S. shareholders

of foreign corporations often paid tax on corporate income only when they received dividends or

other distributions of income from their corporations. See Moore v. United States, 36 F.4th 930,

933 (9th Cir. 2022), aff’d, 602 U.S. 572 (2024). The GILTI tax regime applies only to U.S.

shareholders; it does not impose direct obligations on foreign corporations. See 26 U.S.C. § 951A.

2 While this action was pending, Congress enacted amendments to 28 U.S.C. § 951A as part of the reconciliation bill commonly known as the “One Big Beautiful Bill Act.” See Pub. L. No. 119-21, § 70323, 139 Stat. 27, 205–06 (2025). These amendments will become effective on January 1, 2026. See id. All citations to Section 951A in this Memorandum Opinion refer to the prior version of the statute, which remains in effect until the end of 2025.

3 To implement the GILTI tax regime, the Department of the Treasury proposed regulations

in October 2018,3 which it later promulgated in final form in June 2019.4 The final regulations

provide guidance to help taxpayers determine how the GILTI tax regime affects their taxable

income, offer illustrative examples of tax calculations, and fill in a variety of details about how the

statute’s rules and definitions work in practice and interact with other parts of the Internal Revenue

Code.5 Like the underlying statute, the GILTI regulations do not impose any direct obligations on

foreign corporations; instead, the relevant obligations apply only to U.S. shareholders of those

corporations.6

The Secretary of the Treasury certified that the GILTI regulations would not have a

significant economic impact on a substantial number of “small entities,” exempting them from the

requirement of a full regulatory flexibility analysis under the Regulatory Flexibility Act. See 83

Fed. Reg. 51,072, 51,087–88 (notice of proposed rulemaking); 84 Fed. Reg. 29,288, 29,333–34

(final rule).

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