EXPAT ADVISING & COMPLIANCE
US tax, wherever life takes you.
Advising and compliance for US persons with foreign accounts, investments, trusts, property, and families.
What we handle.
FBAR & FATCA
FinCEN 114 and Form 8938 — thresholds, penalties, and catching up when you’re behind.
Foreign trusts & gifts
Forms 3520 and 3520-A, throwback tax, and reporting foreign inheritances.
Foreign real estate
Buying property abroad — direct ownership vs a foreign holding entity, rental income, and what it triggers on Form 8938.
PFIC
Form 8621, and choosing between QEF and mark-to-market elections.
Non-citizen spouse
QDOTs, gift and estate planning when one spouse isn’t a US citizen.
Expatriation
§877A exit tax modeling and covered-expatriate planning, alongside immigration counsel we partner with.
AFTER THE FIRST ENGAGEMENT