Who it is for
Individuals and businesses with income, assets or operations in more than one country, including people relocating to or from the U.S.
What it includes
- Residency analysis and timing of a move
- Treaty positions and tie-breaker rules
- Foreign tax credit planning
- Pre-immigration and exit planning
- Year-round planning calendar
How we start
A 30-minute conversation, a written review of what we see, and a fixed scope and fee before any work begins.
Frequently asked
Do I need this if I only have a few foreign accounts?
Often yes. Reporting rules apply at low thresholds and the penalties for missing them are out of proportion to the amounts involved. A short review tells you quickly whether there is anything to plan.
When is the right time to start?
Before the move, the sale, or the new entity. Most of the value in international planning comes from decisions made before the event, not from how the return is prepared afterwards.
Do you work with my advisors in the other country?
Yes. We coordinate with your local accountant or lawyer so that both sides of the plan agree, and we keep the U.S. side of it in one place.