Pre-Immigration Tax Planning
Planning before you become a U.S. tax resident — stepping up basis, restructuring foreign entities, and positioning your estate while the window is still open.
Expatriation & Exit Tax
For those leaving the U.S. tax system — understanding the covered-expatriate tests, the exit tax, and the planning that must be done before you go.
Offshore Asset Protection
Many cross-border clients also protect their wealth through offshore structures. Explore the leading jurisdictions and how they fit into a coordinated, compliant plan.