Tax Planning and Consultation

Strategic tax planning is essential for maximizing your financial success, whether you’re a U.S. citizen abroad, a foreign national with U.S. interests, or a business operating across borders. Our comprehensive tax planning services help you navigate complex international tax laws while minimizing your global tax burden.

What Is International Tax Planning?

International tax planning involves developing strategies to legally minimize tax obligations across multiple jurisdictions. As expat tax specialists, we help individuals and businesses structure their affairs to take advantage of tax treaties, foreign tax credits, exclusions, and deductions while maintaining full compliance with U.S. and international tax laws.

Our Tax Planning Services

• Individual Expat Tax Planning: We develop personalized strategies for U.S. citizens and green card holders living abroad, maximizing benefits from the Foreign Earned Income Exclusion, Foreign Housing Exclusion, and Foreign Tax Credits while planning for retirement, investments, and estate transfers.
• Non-Resident Alien Tax Strategy: Foreign nationals with U.S. income face unique challenges. We help structure your U.S. activities to minimize tax exposure, navigate treaty benefits, and ensure proper withholding while avoiding unnecessary U.S. tax obligations.
• International Business Structuring: Whether you’re a sole proprietor or business owner operating across borders, we design tax-efficient structures that consider both U.S. and foreign tax implications, including entity selection, transfer pricing, and profit repatriation strategies.
• Cross-Border Investment Planning: We optimize your investment portfolio for international tax efficiency, addressing PFIC rules, foreign mutual fund taxation, retirement account considerations, and currency exchange implications.
• Pre-Immigration and Pre-Expatriation Planning: Major life changes require careful tax planning. We help those moving to or from the U.S. structure their affairs to minimize tax consequences and avoid costly mistakes.

Specialized Planning Areas

• Foreign Business Ownership: U.S. persons owning foreign businesses face complex reporting requirements and potential tax traps. We navigate Subpart F income, GILTI provisions, and help you make optimal entity elections.
• Real Estate Tax Planning: International real estate investments require careful structuring. We address FIRPTA withholding, rental income optimization, and exit strategies for both U.S. and foreign properties.
• Retirement Planning Across Borders: Managing retirement accounts internationally is complex. We help with 401(k) rollovers, foreign pension reporting, totalization agreements, and tax-efficient withdrawal strategies.
• Estate and Gift Tax Planning: International families need specialized planning. We coordinate U.S. estate tax exposure with foreign inheritance laws, utilizing treaties and exemptions to preserve wealth across generations.

Why Professional Tax Planning Matters

• Proactive vs. Reactive Approach: Effective tax planning happens before transactions occur. We help you structure decisions to minimize taxes rather than just reporting what’s already happened.
• Multi-Jurisdictional Expertise: International tax involves multiple country tax systems, treaties, and timing issues. Our expertise helps you avoid double taxation while remaining compliant everywhere you operate.
• Regulatory Compliance: International tax compliance is increasingly complex with FATCA, CRS, and country-specific reporting. We ensure you meet all obligations while optimizing your tax position.
• Long-Term Strategy: We look beyond current year savings to develop strategies that minimize taxes over your lifetime, considering future changes in residency, business operations, and family circumstances.

Our Planning Process

• Comprehensive Assessment: We analyze your complete financial picture including residency status, income sources, business interests, and family situation across all relevant jurisdictions.
• Strategy Development: Based on your goals and circumstances, we develop customized strategies that balance tax savings with practical considerations and compliance requirements.
• Implementation Support: We guide you through implementing recommended structures, preparing necessary elections, and coordinating with foreign tax advisors when needed.
• Ongoing Monitoring: Tax laws and your circumstances change. We continuously monitor developments and adjust strategies to maintain optimal tax efficiency.
• Quarterly Reviews: For complex situations, we provide quarterly planning sessions to address new opportunities, changing regulations, and evolving business needs.

When to Seek Tax Planning Consultation

Contact us for strategic planning if you:

• Plan to move internationally or change residency
• Own or are starting a cross-border business
• Have foreign investments or real estate
• Receive income from multiple countries
• Face complex reporting requirements
• Want to optimize your global tax burden

Get Started Today

Don’t let international tax complexity limit your opportunities. Our experienced team provides the strategic planning you need to thrive globally while minimizing your tax burden.