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|

Plan Now For a Richer Retirement: 4 Steps for G-4 Pre-Retirees

For those thinking about retiring in the coming months or years and obtaining a green card, the following information can financially make or break retirement income. In addition to general retirement planning difficulties like estimating one’s lifespan or future costs in retirement [...]

By |October 26th, 2016|
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