Financial Planning

IRS reporting and financial planning

Financial Planning for Expats

What Is Sound Financial Planning?
Sound financial planning covers every single financial element and aspect of your life including: –

  • cash & wealth management
  • tax planning
  • insurance
  • investment
  • retirement
  • estate planning

We believe in and promote sound financial planning and we promote building financial security and wealth through the utilization of tax efficient international investment platforms.

Strategic Financial Planning

Successful tax planning is vital and depends on securing the advice and assistance of a tax lawyer and professional financial advisers.

We work with you to understand your personal circumstances, unique objectives and financial requirements. We have specialist investment consultants throughout the world who can advise you personally on any and all aspects of the financial planning lifecycle and then introduce you to the best insurance, investment or banking products from the global financial marketplace to fulfil your needs and protect your interests.

You are unique and you have unique reasons to invest, save, insure and bank. So whether you’d like to save onshore to fund your children’s education, invest offshore for your retirement, insure against critical illness or safely bank cash and assets we can inform you, advise you and assist you every step of the way.

Palm Tree, Palm, Ocean, Summer, Vacation, Boat, Beach

Overseas Retirement and Investment Planning

Our Services are especially beneficial for CLIENTS:

  • Living, Working or Investing abroad
  • Who are Holding a 401k or IRA.
  • Who want to Reduce current year Tax and maintain Tax deferral on Gains and Income
  • Who desire single entry USA tax reporting
  • Having partners or family members abroad who may leave them money
  • Cross Borders inheritance planning
  • Protecting Assets from USA Tax prior to USA Emigration or Immigration.
  • Incorporating a foreign business in the United States or in a Foreign Country
  • IRS Compliance, IRS Reporting Transparency and IRS Tax Benefits.
  • Needs a foreign account excluded from FFI withholding, PFIC Ruling and from FATCA.
  • Use foreign assets in an estate planning tool without FFI or FATCA issues.
  • Set up a company that is owned by the client without PFIC or FATCA issues.
  • Enter into a cross border license of intellectual property or other intangible products
  • Want to reform an existing offshore trust for Asset Protection and Tax benefit purposes.

Our services are especially beneficial for a FOREIGN COMPANY with dual tax status:

* A foreign company that wants to open an office in the United States
* Those who have used in their Estate plan a trust (especially an offshore trust)
* Who want to structure a tax complaint mobile employee retirement plan to cross USA, EEA, or other borders
* Use of a controlled foreign corporation

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