Personal Tax

 

Personal tax compliance is an important part of modern financial life. Due to the combination of federal and state tax obligations, US personal tax laws can create significant complexities if you move and work in different places in the United States.

When it comes to foreign income derived by US persons, there are a range of complex rules that also need to be considered – such as income derived by Foreign Grantor Trusts, Grantor Trusts, Controlled Foreign Corporations and Passive Foreign Investment Companies.

In addition, the requirements of the Foreign Account Tax Compliance Act (FATCA) has made tax reporting and compliance a critical issue. Significant administrative penalties can be levied by the Internal Revenue Service for non-compliance or late lodgement.

If you are not well advised, or unaware of your obligations, the complexities of international tax compliance can create significant challenges and leave you with higher tax burdens and costly penalties. Proper advice that is customized for your situation is essential when it comes to managing your personal taxes.

 
 

SERVICES WE PROVIDE TO OUR PERSONAL TAX CLIENTS

 
 

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.

 

EXECUTIVE TAX AND EMPLOYEE STOCK OWNERSHIP


Our tax specialists help manage the tax impact and  financial benefits of your stock ownership, so that you are not caught out with unintended tax consequences.

 

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.

 

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.

 

TAX ADVISORY


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

TAX REVIEWS


As specialists in international tax, our tax reviews are particularly important if you are moving to or departing the USA, or looking to establish a business in the USA.

 

WE GIVE YOU PEACE OF MIND BY MANAGING YOUR PERSONAL TAX MATTERS

Our guiding philosophy is to understand and have empathy for your situation while providing specialist professional tax advice and services. As international tax specialists our experienced team can help with your personal tax needs, including integrated cross border tax advice.

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NEWS AND UPDATES

 

Understanding Section 962 of the IRC: An Essential Tool for U.S. Tax Residents with Foreign Investments


30th May 2024
John Marcarian

The United States tax code presents a labyrinth of rules and regulations, particularly for US residents with investments in foreign corporations These complexities are magnified when dealing with...

 

Podcast: Avoiding Crypto Tax Pitfalls with Boon Tan and Chris Holland


20th May 2024
CST Tax Advisors

In a podcast episode of Barely Legal in Web 3, hosted by Jamilia Grier, Boon Tan, the managing director of CST Tax Advisors, and Chris Holland from Holland & Marie discussed the crypto tax...

 

Podcast: How To Successfully Scale Your Business Overseas


26th Apr 2024
CST Tax Advisors

Our CST Managing Director, Boon Tan joins MoneyFM 893 Breakfast Show in Singapore with host Audrey Siek to discuss "How to Successfully Scale your Business Overseas" Delve into the key strategies...

 

Understanding Section 962 of the IRC: An Essential Tool for U.S. Tax Residents with Foreign Investments


30th May 2024
John Marcarian

The United States tax code presents a labyrinth of rules and regulations, particularly for US residents with investments in foreign corporations...

 

Podcast: Avoiding Crypto Tax Pitfalls with Boon Tan and Chris Holland


20th May 2024
CST Tax Advisors

In a podcast episode of Barely Legal in Web 3, hosted by Jamilia Grier, Boon Tan, the managing director of CST Tax Advisors, and Chris Holland from...

 

Podcast: How To Successfully Scale Your Business Overseas


26th Apr 2024
CST Tax Advisors

Our CST Managing Director, Boon Tan joins MoneyFM 893 Breakfast Show in Singapore with host Audrey Siek to discuss "How to Successfully Scale your...