International Tax

 

For high net worth individuals (whether U.S.-based on internationally-based), we are adept at coordinating income tax planning with our client’s estate planning objectives. 

 

We also regularly advise high net worth individuals on a variety of international tax issues, for inbound investments, income tax and estate tax residency, related tax treaty issues, the foreign investment in real property act, the impact of various withholding tax regimes, and the benefits of pre-immigration tax planning from an income tax and estate and gift tax perspective. 

 

For U.S. clients investing abroad, we routinely provide advice on outbound investments including the use of disregarded entities, partnerships and corporation, including the various anti-deferral and information reporting regimes, foreign tax credits, and foreign currency transactions.  We have also assisted a number of high net worth individuals participate in the Internal Revenue Service Voluntary Disclosure rules with respect to offshore bank accounts and compliance with U.S. foreign bank account and information reporting rules associated with foreign investments or businesses.