Custom Advisory

 

If you are an expat living in the USA, an American living abroad, or running an organization with globally dispersed assets and investments, then you would benefit from custom advisory.

Our team of experienced tax advisors will review your current situation and provide clear and comprehensive strategies to improve and strengthen your tax position.

As international tax specialists we will also leverage our international contacts to provide guidance on what you need to consider in countries where you have a presence.

No matter how unique, complex, or unusual your situation or goals are, our custom advisory solutions provide you with the in-depth, tailored advisory services that you need.

 
 

HOW WE DELIVER CUSTOM ADVISORY

 
 

IDENTIFY THE FACTS


We begin with a meeting, to identify your present tax situation and discuss your financial goals.

 

CUSTOM SCOPE


We prepare an outline of what we believe your personalized tax advice should comprise.

 

MEET WITH US


Our tax advisor will meet with you, to discuss your goals by providing advice on the strategies, opportunities and risks applicable to your situation.

 

ADVICE SUMMARY


We will organize a written summary, which includes the issues explained in your meeting and a proposed tax strategy.

 

OPTIMISE YOUR TAX POSITION

Book in a specialized meeting to provide you with custom advisory services today. We will take your unique situation, goals, and concerns into account to provide you with the options and solutions you need.

CONTACT US TODAY
CONTACT US

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NEWS AND UPDATES

 

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 confusing  One of the most significant...

 

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 needs to file it, deadlines, and tips to stay...

 

The Importance Of Share Capital In Your Singapore Company


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 proceed because the share capital in the company is...

 

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...

 

The Importance Of Share Capital In Your Singapore Company


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...