Practice Area

Tax Planning

From everyday business and individual tax questions to complex cross-border structuring, we help clients plan ahead of the IRS instead of reacting to it, with particular depth in inbound and outbound international matters.

Cross-Border Structuring

Planning that accounts for more than one tax system.

Miami sits at the center of capital moving in both directions: foreign nationals investing in US real estate and businesses, and US clients with income, family, or operations abroad. Each direction carries its own tax exposure and its own filing obligations. We help clients on either side of that line structure their affairs correctly from the outset, rather than untangling a problem after the fact.

Inbound: Foreign Clients Investing in the US

Entity selection and structuring for foreign nationals and companies investing in US real estate or business interests, built around US tax exposure from day one.

Outbound: US Clients With Interests Abroad

Structuring for US individuals and businesses holding foreign accounts, property, or operations, including expatriation and dual-residency questions.

Reporting, Compliance & Voluntary Disclosure

FBAR, FATCA, and CRS compliance, and voluntary disclosure guidance for clients working to get past filings current.

Working With Your Advisors

Coordinated planning, not conflicting advice.

Tax questions rarely stand alone. We work alongside your accountant and financial advisors so the legal structure of a decision supports the plan they've already built with you, not a separate track that pulls in a different direction.

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