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