We specialize in U.S. International Tax Law. If you have one foot in the U.S. and the other in a different country, you may need our help.
We are currently taking clients on a case-by-case basis. If it doesn’t make sense for us to help you, we’ll point you in the right direction at no charge.
Expatriation Tax Planning and Return Preparation
U.S. citizens and permanent residents are taxed on worldwide income and assets, regardless of where they reside. Increasingly, people are renouncing U.S. citizenship or surrendering green cards, exiting the U.S. tax system and potentially triggering an “exit tax.”
The exit tax applies to those deemed “wealthy” by the U.S. government or those with incomplete tax paperwork. The IRS treats it as if you sold all your assets and received all of your IRA balances on the day before you relinquished citizenship or long term residency, taxing you after applying a set exemption.
Even if not wealthy, renouncing citizenship or green card status can result in substantial tax liabilities and paperwork. Our team may have the most experience in the world in navigating these rules. We will guide you from initial consideration through to tax planning and filing of returns after citizenship relinquishment.
Cross-Border Business Advisory
As a U.S. citizen or a U.S. tax resident, your worldwide income is subject to U.S. taxation, and you are required to file a U.S. tax return, no matter where you live.
Similarly, foreign nationals working or residing in the U.S. have unique U.S. tax obligations based on their immigration status and income sources. Furthermore, global businesses must grapple with international tax laws, double tax treaties, transfer pricing rules, and more.
As a business owner whose activities reach the U.S., there are special considerations for your company decisions. From small decisions to large restructuring projects, we can work with your foreign advisors to ensure you don’t face unexpected consequences.
U.S. Real Estate Investments
Whether you are investing in U.S. real estate for the first time, or own multiple properties already, we can help ensure you are optimizing your holding structure for estate, tax, and paperwork purposes. We consider your goals with the property before we start any planning — we will make sure the holding structure set up for your U.S. real estate works for you.
We have extensive experience with FIRPTA advisory and can assist with the sale of your U.S. property to ensure the withholding paperwork is completed properly.
Remedial Tax Return Filing
The U.S. tax return filing obligations for Americans living abroad are not simple, especially if you own a business or manage a Trust. Unfortunately, it is easy to miss required forms. If forms are missed, it is important to fix the problems before the IRS asks you to.
Whether you need to file 1 year, or 6, we can fix prior year returns to get you caught up on your obligations, and prepare your returns moving forward. We will work top IRS controversy lawyers to minimize your penalties and file your returns without stress.
Do you have something that isn’t listed here? We aren’t scared of complex, messy tax situations. If you have a U.S. tax problem, let’s see how we can help.