Immigration & Expatriation Tax Planning

Strategic Tax Guidance for Global Transitions

Introduction

Relocating internationally, whether moving to or from the United States, triggers a unique set of complex tax considerations. Understanding the nuances of US tax residency rules, income sourcing, and reporting obligations is critical to avoiding unintended tax consequences and optimizing your financial position. Our Immigration & Expatriation Tax Planning services provide comprehensive and proactive guidance to individuals navigating these cross-border transitions, ensuring compliance and peace of mind during significant life changes.

Key Offerings

  • US Tax Residency & Domicile Planning

    Advising on the determination of US tax residency, domicile, and their implications for tax liability and reporting, including strategies for managing substantial presence tests and lawful permanent resident status.

  • Pre-Immigration Tax Planning

    Strategic counsel for individuals planning to move to the US, optimizing asset structures, gift planning, and income sourcing before becoming a US tax resident to mitigate future tax burdens.

  • Expatriation Tax Planning (Renouncing US Citizenship/Green Card)

    Guiding US citizens and long-term green card holders through the complex tax implications of relinquishing US status, including exit tax calculations, covered expatriate status analysis, and post-expatriation compliance.

  • International Assignment Planning

    Assisting individuals on temporary international assignments, addressing tax treaties, foreign tax credits, and income exclusion rules to ensure tax efficiency and compliance in both home and host countries.

Benefits to Our Clients

  • Minimize US tax exposure during periods of international relocation.

  • Avoid costly penalties and ensure full compliance with complex tax rules.

  • Optimize tax positions when acquiring or relinquishing US tax residency.

  • Navigate complex cross-border tax issues with clarity and confidence.

  • Achieve financial peace of mind during significant global transitions.

Navigate Your Global Move with Tax Clarity

Contact us today to schedule a confidential consultation regarding your immigration or expatriation tax planning needs.