Cross-border tax planning

We provide you  with peace and calm by providing you tax certainty. For clients with businesses, investments or employment in another country, cross border tax planning is critically important. Without it, they are subject to costly triple taxation, find themselves in violation of tax laws or simply pay more tax than necessary (usually because of a hidden tax known as the "Branch Profits Tax").

Multi-national families inheritance tax planning  reduce or eliminate gift and estate taxed. With a death tax exemption of only $60,000 for all U.S. property (such homes and stock market investments), cross border families enhance and protect their wealth using our "inheritance trust."  Since 1974, we have helped hundreds of clients create an inheritance trust.  Our sucess rate with the IRS is 100 percent. 

International Tax Counselors is uniquely qualified for and effective at international tax and estate planning. We are experts in understanding the benefits of foreign tax credits. offshore companies and inheritance tax and immigration issues. In addition, to more than 35 years of experience in this area, we have an extensive network of contacts with the IRS, foreign tax attorneys as well as with foreign trust companies. As a team, we will obtain for your client an IRS private letter ruling on a pre-immigration or emigration trust. 

So we know what to do and how to get it done — and done well — for clients in situations like these:

  • Living, working or investing abroad
  • Having partners or family members abroad who may leave them money
  • Owning a business that operates in a foreign country
  • Establishing an international inheritance trust
  • Maximizing foreign tax credits
  • Immigrating into the United States
  • Incorporating a foreign business in the United States

Most important, we work in an advisory capacity through and with a client’s CPA, attorney or financial advisor, rather than in a direct service relationship with the client. So the client gets the full benefit of our expertise without having to switch advisors.

Using our unique tax research system we have exclusive knowledge  of cross border estate and gift tax treaties.  You can try our international tax research system at this link.