International Tax
International reporting map
Cross-border work is mapped by accounts, assets, entities, trusts, investments, filing history, and penalty-sensitive facts.
Residency timeline
Map expected U.S. arrival, visa or green-card facts, substantial presence, family movement, entity roles, and pre-residency decision points.
Asset and basis review
Inventory appreciated assets, foreign companies, partnerships, trusts, real estate, investment funds, pensions, insurance, and liquidity events before U.S. residency.
Trust and estate coordination
Review foreign trusts, gifts, inheritances, estate exposure, beneficiary roles, and legal implementation needs with counsel.
This page is educational and is not tax, legal, accounting, investment, insurance, or other professional advice. Client-specific work requires written scope and review by qualified professionals. Legal representation, privilege, litigation strategy, and regulated services are provided only by properly licensed or registered counsel, affiliates, or other professionals where included in scope. International filings, treaty positions, residency conclusions, voluntary disclosure, willfulness, and penalty remediation may require specialist tax review and qualified counsel. Use public forms only for non-sensitive triage. Do not submit tax returns, notices, account statements, identification documents, privileged communications, or other sensitive records through public forms; secure portal review begins only after qualification and written scope.
Reporting readiness
Prepare for FBAR, Form 8938, Form 5471, Form 8865, Form 8858, Form 3520, Form 3520-A, PFIC, and foreign tax credit issues before they appear on a return.
Advisor handoff
Coordinate foreign accountants, U.S. tax preparers, immigration counsel, estate counsel, and investment or insurance professionals within their licensed lanes.