Practice Areas
Estate Planning
For U.S. citizens, green card holders, resident aliens and nonresident foreigners owning U.S. assets. Trusts to avoid probate and provide privacy & reduce estate taxes. Durable powers and health care directives.
Captive Insurance
Risk Management and tax efficiency for business owners desiring to lower insurance costs and/or provide for special coverages that commerical insurance does not adequately insure. Individually tailored for each business owner.
Foreign Investment in U.S. real estate
Information and assistance on how title to U.S. real estate should be held by foreigners. Strategies based upon the home country jurisdiction of the foreign buyer. Assistance with title companies and real estate professionals with their foreign clients.
ECommerce Taxation
E commerce is an intangible asset. Assistance in structuring an e commerce business for international tax and risk management opportunities.
Expatriate Tax
If you are a high net worth U.S. citizen or green card holder, find out the txa information you need to know if you decide to leave the United States as a taxpayer.
Foreign Investment in the United States
Individuals or Businesses Investing in the U.S. need to know their tax choices before they make investments. It's important for the longterm economic success of your investment for the right tax planning to be done at the right time.
Insurance Trusts
If you plan to own life insurance, you can keep the proceeds from beingtaxed in your estate by the use of a trust. These trusts also assure you that the proceeds are used for your beneficiaries the way you wish after your death.
International Business Law
If you have a U.S. business and wish to expand to global markets, you need to make sure that you understand the rules abroad.
International Corporate Taxation
Global expansion needs smart international tax planning and often the use of tax treaties.
International Distribution
A foriegn business wishing to expand and have a distribution base in the U.S., needs advise to understand how to operate in the U.S.; and likewise, a U.S. business expanding into global markets needs advise on how to enter foreign markets.
International Estate Planning
Foreigners ( resident aliens or green card holders ) who live or invest in the U.S. and Non resident foreigners who own U.S. assets must get the right information to arrange the ownership of their assets. The use of trusts, LLCs, and Durable Powers must be explored to reduce estate taxation and avoid probate.
International Income Tax
What are the U.S. tax rules and reporting requirements on income earned abroad ? What are the tax consequences of income earned in another country - what must be reported and paid there?
International Insurance
For business owners, insurance arranged through an international insurer may be much more cost effective and provide coverage that domestic carriers fail to provide.
International Intellectual Property
Intellectual property is an intangible that can have its tax situs virtually anywhere in the world. For businesses with intellectual property, the options need to be explored early on.
International Investment
U.S. taxpayers ( citizens, resident aliens and green card holders ) must find out what the tax consequences are for international investment and what must be reported annually to the IRS. Failure to learn the rules and report timely can be costly and is often a surprise for foreigners whp become U.S. taxpayers.
International Joint Ventures
A joint venture may be a smart way for a U.S. business to enter the global market, or for a foreign business to enter the U.S. market. In either case, basic information is important at the outset to make the right choices.
International Licensing
International licensing goes hand and hand with intellectual property rights and have good tax planning opportunities. Tax treaties may be very useful in this area.
International Taxation
Basic information for client's needs.
International Treaty Law
Its important to learn if a tax treaty can improve your tax result with international income or with an international estate.
Internet Intellectual Property
This is e commerce and the opportunity to plan with an intangibel asset. Intellectual holding companies are often used in the U.S. or certain foreign jurisdictions.
Latin America Trade
Operating a business in Latin America requires assistance with the tax, business and cultural environment in each latin american country. Its always good to have a second advisor with Spanish language skills to review opportunities in Latin America.
Offshore Banking
Information and Assisitance on Reporting Foreign Bank, Brokerage and Investement Assets Held by U.S. taxpayers and who is obligated to report owned foreign assets
Offshore Corporations
Information and Assisitance on Reporting Ownership Interests Held in Foreign Business Entities by U.S. taxpayers and assistance with the choice of jurisdiction and formation of a foreign entity for business or investment
PreImmigration Tax Planning
Information and advice on U.S. taxes and planning opportunites for foreigners coming to the U.S. to invest, live and/or work. Its critical to get the right information in time.
Tax Planning
For domestic and international clients.
Taxation of Foreign Nationals
As with preimmigration planning, foreign nationals needs to understand U.S. tax rules and how to best navigate and comply, and do their planning at the right time.
Trusts
Trusts are key for estate planning and wealth preservation. They can secure privacy for a family and provide for the income and capital to be used for family needs. Trusts can be used to reduce taxes and avoid probate. Trusts created at the right time can be very valuable for elder law planning.
Wealth Preservation
Accumulate wealth and hold on to it. This takes tax efficiency and the right structure, a trust or an LLC perhaps, to preserve a clients wealth.