Tax Advisory

Moving to the US

When entrepreneurs and executives move to the U.S. for the first time significant issues often arise in relation to the timing of U.S residency.

Americans Moving Abroad

For American citizens (or green card holders) living and working abroad, managing their U.S. filing requirements can be cumbersome.

U.S. Expats in Australia Taxes

Both U.S. citizens and green card holders living in Australia need to be aware of tax obligations as a U.S. expatriate in Australia, which can be a complex issue without guidance.

Deal Advisory

We are deal junkies. A team of transactional experts that only advise UHNW private clients and family office.

Executive Compensation + Planning

We are an international accounting firm that provides commercially relevant international tax advice.

Estate Planning

Tax Preparation

We prepare the full range of U.S. personal tax and information returns.

Tax Remediation

The U.S. taxes its permanent residents, citizens, and substantial resident aliens (collectively residents) on a worldwide basis.

Asset Protection

How to Avoid the Net Investment Income Tax

Ever since the net investment income tax, or NIIT, was introduced by the IRS, taxpayers have tried to understand this tax and at the same time try to avoid it.

Foreign Base Company Services Income

The most common type of Subpart F income is referred to as Foreign Base Company Income.

Net Investment Income Tax (NIIT)

NIIT applies to estates, trusts, families and individuals, however certain income thresholds need to be met before the tax takes effect. 

Global Intangible Low-Taxed Income (GILTI)

GILTI or global intangible low-taxed income rules may apply to global individuals and business owners, whether U.S. or non-U.S.-based.

Decedent's Domicile

There are several factors that are relevant to determining domicile under U.S. case law and require careful consideration when selecting a decedent’s domicile.

IRC 675

Foreign Personal Holding Company Income