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International Estate Planning

Do Foreign Persons Have U.S. Estate Tax Responsibilities? by Melvin Perez, CFP

Posted February 13, 2020

It is no secret that the U.S. tax code is complicated. For foreign persons, compliance with U.S. tax laws is particularly onerous, especially when considering that different rules apply for income and estate tax purposes and neither depend on an individual’s immigration status. For income tax purposes, the U.S. presumes foreign persons to be nonresident […]

Multinational Families Can Preserve Privacy in Heightened Regulatory Environment by Oscar Castellanos, WMS, AAMS®

Posted April 18, 2019

As countries across the globe step-up regulatory efforts to combat tax avoidance, multinational families are finding it more difficult than ever to structure their wealth in a manner that protects their confidentiality. However, because there is a lack of one universal reporting standard for all countries, taxpayers may have an opportunity to meet their tax […]