Tax

Navigating complex global tax landscapes and establishing transfer pricing policies that comply with international regulations

Service offering:

• Pre-immigration tax planning
• Expatriation planning
• Tax optimization strategies in regard to Foreign Investment in Real Property Tax (FIRPTA)
• Maximization of foreign tax credit utilization
• Tax planning and structuring for cross-border transactions, both inbound foreign investment in the U.S. and outbound for offshore investments
• Tax treaty planning
• Transfer pricing
• Foreign Account Tax Compliance Act (FATCA)
• Tax compliance and planning for U.S. citizens residing abroad

Ensuring adherence to domestic tax obligations with precision and strategic planning

Service offering:

• Domestic tax compliance and planning: business entities (corporations and partnerships), individuals, trust, and estate and gift taxes
• Cost segregation study

Collaborating with you to plan and manage estate and gift taxes with generational wealth strategies in mind

Service offering:

• Estate and gift tax planning for high-net-worth individuals
• Family office

Navigating the complexities associated with past due taxes, offering strategic advice and representation to resolve financial discrepancies and work to minimize tax penalties and interest

Service offering:

• Tax amnesty programs for U.S. taxpayers who have not been in compliance with foreign reporting obligations:
  • Delinquent international information return procedures
  • Streamlined filing compliance procedures

Addressing the intricacies of state and local tax systems to optimize your tax position

Service offering:

• State sales and use tax
• State property tax compliance
• Multi-state income tax and franchise tax compliance
• Estate sales tax audit representation

Assisting with IRS audits and offering representation to resolve disputes and negotiate settlements effectively

Service offering:

• IRS audit representation
• Tax appeals
• Reasonable cause letters to abate or minimize penalties or interest