We believe in simplifying international tax complexity. That’s what drives us every day. Not every client is a good fit for us, and when that’s the case, we’re willing to say so. As a boutique firm, we don’t try to be like the Big [...]

Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. They spark economic development and infrastructure improvements inside the United States by providing tax benefits such as capital gains tax deferral and exclusion to investors. Taxpayers may defer tax on eligible [...]

Yes. Back in the 1970s, there was significant lobbying of Congress by Wall Street to keep US taxpayers invested through US brokers/markets. Congress passed a set of rules that made some foreign investments “tax toxic” in the hands of US taxpayers. This regime is [...]

Yes, we do this daily. Tax returns for high-net-worth individuals are complex, especially if foreign financial income and assets are involved. We find that the most commonly missed forms include: Form 114 (FBAR)— used to report foreign financial accounts when the taxpayer has a [...]