International Tax and Wealth Preservation
We are tax attorneys at the intersection of complex tax solutions and generational wealth building.
Licensed in California, New York, and Illinois.
Learn More About Our Practice
International Tax Planning
Our international tax planning service tackles cross-border income tax issues involving treaty and non-treaty countries in Asia and the Americas. Our services include:
Pre-Immigration Planning
Income Tax Treaty Planning & MAP Representation
Inbound U.S. Investment Planning
Cross-Border Planning for Non-U.S. Business Owners & Founders
Cross-Border Planning for U.S. Business Owners & Founders
Expatriation Planning
Cross-Border Wealth Preservation
Our cross-border wealth preservation practice helps high-net-worth individuals and families build, protect, and transfer wealth across generations — with tax efficiency and asset protection built into every structure from the outset. We focus on maximizing after-tax returns and ensuring that the wealth endures for the generations that follow. Our expertise includes:
Pre-Sale & Pre-Liquidity Planning
Dynasty & Multi-Generational Trusts
Domestic Trust Planning
U.S.-Settled Foreign Trusts
Charitable Structures & Private Foundations
Advanced Transfer Techniques
Tax Controversy and Compliance
Our practice counsels individuals and businesses on the full spectrum of cross-border reporting requirements, including foreign business holdings, foreign financial assets, reportable transactions with foreign persons, and other disclosable foreign activities. Where penalties have already been assessed or asserted, or where withholding tax disputes and compliance gaps require resolution, we represent clients in contesting, negotiating, and resolving those matters to achieve the best possible outcome. Our representation includes penalty defense, withholding tax disputes, and compliance resolution for:
Form 3520 & 3520-A
Form 5471 & 5472
Form 8938 and FinCEN Form 114 (FBAR)
FATCA & FBAR Compliance Resolution
FIRPTA & Section 1446 Withholding Assessments
GILTI & Section 965 Tax Assessments
Special Counsel
Some of the most meaningful tax work sits at the intersection of mission and complexity. Our pro bono and reduced-fee practice serves charitable organizations, impact-driven tech startups, and individuals and businesses facing tax disputes that reflect broader systemic inequities in enforcement. We bring the same rigor and sophistication to this work that we apply across our full practice. Our focus areas include:
Charitable Organizations & Nonprofits
Tax Defense for Systemic & Enforcement Flaw Cases
Affiliations
Get in touch.
We are ready to help you with your international tax and wealth preservation issues. Send us a short description of your needs and schedule a consultation with us.
Due to high demand, we do not offer free consultations.
No information on this website should be construed as legal advice or as an invitation to form an attorney-client relationship. Such relationship can only be established when we both agree in writing to enter into an attorney-client relationship.