US Tax Advisory Services
US tax advisory services include a comprehensive range of solutions aimed at explaining US tax law requirements, assessing the tax implications of financial and business decisions, and developing tax strategies tailored to each client’s specific situation.
Pre-Immigration Tax Planning
Comprehensive tax planning for foreign individuals prior to obtaining a US green card or citizenship, including:
- Analysis of current income and asset structure;
- Assessment of potential tax liabilities after becoming a US tax resident;
- Structuring ownership of foreign assets in compliance with US tax rules;
- Development of tax planning recommendations before and after US tax residency status is obtained.
Tax Planning for Gifts, Inheritance, and Wealth Transfer
Development of estate and gift planning strategies, including:
- Analysis of asset composition and structure;
- Structuring of capital transfers to heirs and other beneficiaries;
- Evaluation of US tax consequences of gifts and inheritance;
- Preparation of recommendations for transaction structuring and supporting documentation.
US Tax Residency Termination Advisory
Services include:
- Pre-exit tax planning, income and asset analysis, and assessment of tax consequences of losing US tax residency;
- Calculation of US exit tax and preparation and filing of required IRS reporting.
Investment Structuring with US Tax Considerations
Services include:
- Analysis of US tax implications of foreign investments, including Passive Foreign Investment Companies (PFICs);
- Development of investment ownership structures compliant with US tax legislation.
Trust Structuring Advisory
Services include:
- Advice on trust type selection, structure, and tax implications under US law
- Support in establishing trusts in cooperation with legal and service providers.
Business Structuring
Consulting on the selection of the appropriate business structure and tax regime, considering the specifics of the business and applicable tax legislation.
