The world has shrunk as globalization and integration have been at the forefront of change over the last several decades. For those living, working or investing in the U.S., as well as Americans living, working or investing outside the U.S., their estate and tax planning can be quite complicated in both countries. Therefore, the arduous task of navigating a multitude of legal, jurisdictional and taxation issues should not be taken lightly.
We are a unique firm because we don’t simply dabble in cross-border wealth planning. We have over a decade of experience in advising global clients with respect to certain tax treaties, proper ownership of property and who they need to engage for global legal services.
Overall assessment of your estate and tax planning objectives, with an eye towards your local and home country estate/tax laws and treaties
A thorough review and recommendations related to any cross-boarder retirement plans and compensation
Updating retirement plan beneficiaries and filing of plan documents, where appropriate
Ongoing tracking of balance sheet and income/expense via our live online database
Critical strategies for tax departments to consider and pitfalls to avoid in the complex landscape of foreign tax audits
Four tax ideas to understand when purchasing real estate overseas
A glimpse at Europe's Cross-Border Tax Rules
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