Blog2021-11-19T14:24:40-05:00

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Four Tax Planning Tips for Future Green Card Holders

conceptual post sign caution taxes ahead sign over dramatic sky Before getting a green card, one should consider these four major issues to minimize tax exposure and reporting hassles. Getting a green card is an exciting life-changing event, it allows [...]

By |March 8th, 2017|

IRS Uses Summons to Identify Unreported Foreign Accounts

January 30, 2017 Synopsis Last week, a U.S. District Court authorized the IRS to summons a taxpayer with access to information about clients' undisclosed foreign financial assets. Given the IRS’ increasing efforts to discover hidden foreign accounts, The Wolf Group encourages U.S. taxpayers with foreign accounts [...]

By |January 30th, 2017|

Getting your Financial House in Order

As 2016 comes to an end, we are reminded of the items that we must get in order and improve upon.  The two items we usually prioritize at the top of the list are health and wealth.  With that in mind, The [...]

By |December 9th, 2016|
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