Helping internationally connected individuals, families, and businesses understand and navigate the complexity of U.S. international tax — across borders, ownership structures, and life transitions.
Most compliance risks arise not from intentional noncompliance, but from the complexity of U.S. international tax rules and the difficulty of applying them across multiple jurisdictions. Our role is to help clients understand those rules, identify potential risks early, and develop practical cross-border tax strategies before those risks become costly problems.
Understanding and managing U.S. international reporting obligations for foreign accounts, offshore entities, trusts, gifts, and cross-border investments — helping you stay compliant in an increasingly complex regulatory environment.
From pre-immigration planning to succession strategies, foreign gifting, and long-term family wealth planning, we help clients navigate the tax consequences of life's major transitions.
Advising U.S. owners of foreign businesses on CFC rules, Subpart F income, NCTI, ownership structures, and cross-border business tax considerations in the post-TCJA and OBBBA landscape.
Helping individuals understand the U.S. tax implications of foreign gifts, inheritances, and cross-border wealth transfers — from initial reporting obligations to future planning considerations.
Helping individuals understand their U.S. reporting obligations for foreign financial accounts, investment portfolios, and insurance products — while integrating reporting into an overall cross-border tax strategy.
Cross-border estate planning for families with assets on both sides. We work alongside estate planning attorneys and other professional advisors to help address U.S. international tax considerations within a coordinated cross-border planning strategy.
Our practice focuses exclusively on U.S.–China cross-border situations. We understand the financial and cultural context — not just the tax code.
Every cross-border situation is different. Start with a conversation. We'll help you understand the landscape, identify the issues that matter most, and determine the next steps for your specific circumstances.
This form does not establish an advisor-client relationship. All inquiries are kept strictly confidential. For urgent matters, please email directly.