Living in the USA with Assets Abroad

 

As US tax agents with an expertise in international tax issues, we understand the unique complexities of holding assets abroad and earning income from overseas investments.

This includes timing issues, double taxation, and international tax advice to assist you in making tax effective decisions regarding those assets.

Omitting overseas asset and income information from your US tax return can lead to fines and penalties. Failing to adequately plan around your overseas assets can leave you with unexpected tax consequences.

We help you stay on top of your taxes. We work with you to give you proper advice, with clear options, and essential support for your international tax situation.

 
 

HOW WE ASSIST THOSE LIVING IN THE USA WITH ASSETS ABROAD

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

TRUST AND ESTATE PLANNING


Our trust and estate planning team will help ensure your beneficiaries are receiving the most beneficial outcome possible. Understand your options now and make the decisions that matter.

 

CUSTOM ADVISORY


A custom tax strategy is prepared for your goals and needs when you engage us for custom advisory services. We begin with helping you understand the facts of your current situation, assessing your goals, and providing you with clear advice regarding your opportunities, risks, and relevant strategies.

 

ENSURE YOU ARE MAXIMISING YOU INTERNATIONAL INVESTMENTS

Stay on top of your international and local tax obligations and give yourself the opportunity for tax effective planning.

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NEWS AND UPDATES

 

Australian Expats Living In The USA: Superannuation And Tax Considerations


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Australian Expats Living In The USA: Superannuation And Tax Considerations


20th Feb 2025
John Marcarian

Moving to the United States as an Australian expat is an exciting step, but it also comes with a range of financial and tax implications that can be...

 

A Quick Guide To Form 5472: Reporting For Foreign-Owned U.S. Corporations


6th Jan 2025
John Marcarian

Navigating US tax rules can be complex, especially for foreign-owned US businesses One key form to know about is Form 5472 This guide explains who...

 

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19th Dec 2024
Boon Tan

“I don’t understand, Boon – we offered the landlord the price they wanted and agreed on everything last week, but now they don’t want to...