Country-Specific Engagements
For clients living abroad, we offer country-specific pages that go deeper on the local treaty, tax mechanics, and reporting issues that matter most in that location.
International Tax for U.S. Individuals and Families
You don’t have to be living abroad to have complex international tax obligations. U.S. residents with foreign bank accounts, investments, inherited assets, or dual citizenship face reporting requirements that go well beyond a standard 1040. Missing these filings, even when no additional tax is owed, can result in significant penalties.
What U.S. Individuals with Foreign Ties Usually Need
Common needs include:
- FBAR filing for foreign financial accounts exceeding $10,000
- FATCA / Form 8938 for foreign financial assets
- Form 5471 for U.S. persons with ownership in a foreign corporation
- Form 8865 for U.S. persons with an interest in a foreign partnership
- Form 8858 for U.S. persons who own a foreign disregarded entity
- Form 3520 for foreign gifts or inheritances received
- Foreign tax credit for taxes paid to foreign governments
- Dual citizenship filing analysis and strategy
- Green card holder U.S. tax obligations
- Foreign pension and account reporting
- State tax considerations for foreign income
Receiving a Foreign Inheritance or Gift
Many U.S. individuals receive assets from abroad, whether an inheritance from a foreign parent, a gift from a foreign relative, or a transfer from a foreign trust, and do not realize a U.S. filing requirement exists. Form 3520 is required in many of these situations, and the penalties for missing it are steep. We help clients identify when reporting is required and handle it correctly.
Dual Citizens and Green Card Holders
U.S. tax law applies based on citizenship and residency status, not just where you live. Dual citizens and green card holders often have obligations that aren’t obvious, including foreign account reporting, treaty considerations, and in some cases reporting on foreign entities or pensions. We help clients understand what applies to them and stay current without overpaying.
Behind on Prior Years
If you have missed FBARs, Form 8938, Form 3520, or other foreign filings, streamlined filing procedures may reduce or eliminate penalties. We assess the situation, determine the right approach, and help you get current with as little exposure as possible.
Year-Round International Tax Support
International tax situations change as accounts open and close, inheritances arrive, and residency status shifts. We provide ongoing support for clients whose lives include a foreign dimension, keeping filings current and flagging issues before they become problems.