US Tax and Regulatory Disclosure - Simplified
Our Services
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Pensions accounts are often treated as a foreign trust for US tax purposes; if there is a US connection in a pension account, there may be US compliance requirements.
We can help structure an estate to address US Estate & Gift exposure and handle the related compliance.
CTA
We offer consultations on the Corporate Transparency Act and offer an easy to use filing solution.
For business or personal matters we can address all US tax related matters for a transaction.
Trying to figure out which type of entity to report as for FATCA? We can assist with preparing and filing the appropriate W-8 series form as well as prepare a legal memorandum for support of the filings as needed.
We have experience with direct reporting IGAs (such as in Switzerland).
We can help plan for Trusts and other fiduciary arrangements that have any US exposure through beneficiaries, trustees or other individuals, or through investment.
Tax compliance for Corporate and flow-through (partnership) type entities; including foreign owner reporting, CFC (Controlled Foreign Corporations), and treaty elections.
We can assist with planning for a transaction with potential FIRPTA exposure and help obtain withholding certificates.
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We generally perform work on a fixed fee arrangement, but may enter in other arrangements as suits.