Services

Expats

Expat Tax & Legal Services

I help you not only maintain compliance with the ever-changing rules and tightening disclosure requirements, but also take full advantage of all possible tax-saving opportunities.

Expat and international tax consultations

Have questions? Get answers.

Facta

FATCA Planning for Foreign Financial Institutions

For “foreign financial institutions” (non-US banks, brokers, and trust companies), developing and implementing a FATCA compliance strategy can be difficult, especially when most US tax advisors only have experience dealing with FATCA from the perspective of their US-based clients. Additionally, for many offshore service providers, FATCA actually isn’t a compliance burden at all—it’s an (often misunderstood) opportunity to better serve your clients.

Offshore

Offshore IRAS

An offshore IRA can provide the US tax benefits of an IRA along with the asset protection benefits of investing offshore. But these benefits come at a price—an offshore IRA is a complex structure that must be handled with care by an experienced tax professional.

Stewart Patton