Taxation of trusts in the US is a particularly complicated field. This is especially true in relation to international trusts with US beneficiaries or grantors.
Our dedicated team of experts advise trustees, professional fiduciaries and beneficiaries on the formation, amendment, and ongoing management of both US domestic and foreign trusts. By engaging our team you remove your risk of exposure to penalties from non-compliance.
Without proper advice, foreign and domestic estate income taxes can significantly reduce the value of an estate. A well formulated estate or succession plan helps you to minimise your taxes and preserve your wealth for future generations, as intended.
It’s never too early to get the right advice on setting up and planning for the future of your assets and provisions for your loved ones.
ADDITIONAL SERVICES WE CAN HELP YOU WITH
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.
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.
HAVE PEACE OF MIND THAT YOUR TRUST AND ESTATE ARE IN ORDER
Our team is dedicated to understanding your unique needs. Contact us to ensure you receive the tax advice you need to proactively setup, manage, and plan your trust or estate.
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NEWS AND UPDATES
U.S. Estate Tax Exposure For Non-Residents With U.S. Assets
24th Jun 2024
John Marcarian
Non-residents of the United States who own US assets can be subject to US estate tax, which can significantly impact their estate planning strategies This article will discuss the exposure...
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...