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
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NEWS AND UPDATES

 

US Taxpayers given some Reporting Relief on certain Foreign Trust Investments


10th Mar 2020
Jurate Gulbinas

Section 6048 requires US taxpayers to make an annual report regarding financial or asset transfers in relation to the receipt of distributions from foreign trusts Taxpayers can be penalised if they...

 

Making a check-the-box election as a foreign corporation


4th Mar 2020
Jurate Gulbinas

This article relates to foreign business founders with an active business, who are moving to the US There is a risk that foreign earnings may be double taxed when your organisation is taxed as a US...

 

Online Business with No Physical Presence May Be Liable for US Sales Tax


29th Nov 2019
Jurate Gulbinas

In our previous article on the topic of sales tax in September 2018, titled “Understanding Sales Tax in the US” Click here to read the post, we discussed the ways in which US states themselves...

 

US Taxpayers given some Reporting Relief on certain Foreign Trust Investments


10th Mar 2020
Jurate Gulbinas

Section 6048 requires US taxpayers to make an annual report regarding financial or asset transfers in relation to the receipt of distributions from...

 

Making a check-the-box election as a foreign corporation


4th Mar 2020
Jurate Gulbinas

This article relates to foreign business founders with an active business, who are moving to the US There is a risk that foreign earnings may be...

 

Online Business with No Physical Presence May Be Liable for US Sales Tax


29th Nov 2019
Jurate Gulbinas

In our previous article on the topic of sales tax in September 2018, titled “Understanding Sales Tax in the US” Click here to read the post, we...