A Tax Boutique Supporting U.S. Connected Multinational Families and Their Businesses

To provide successful planning, together with our network of support specialists, our services take into account both U.S. and non-U.S. aspects and involve collaboration with accountants, attorneys, wealth advisors, and trustees from both U.S. and foreign jurisdictions. The U.S. connected aspect is given special attention throughout this process. Recognizing the intersection and nuances between U.S. and foreign laws, a coordinated effort is required to provide comprehensive legal and tax advice.

Foreign Trusts: From a U.S. Perspective
Madrid, Spain

Severiano Ortiz has the pleasure of presenting on “Foreign Trusts: From a U.S. Perspective” and related planning considerations before the legal team of ZADAL Abogados y Asesores Tributarios (Link) in Madrid, Spain. March 22, 2024.

U.S. Court Declares Corporate Transparency Act (“CTA”) Unconstitutional
Tax Notes Article

March 5, 2024

Management and Employee Participation: Law, Taxation, Structuring
Legal Treatise

February 19, 2024

Foreign Investors In U.S. Real Estate: New Beneficial Interest Disclosures And The Financial Crimes Enforcement Network (“FinCEN”)
Mondaq Article

January 19, 2024

Cross-Border Income Tax Planning
Understanding how tax laws in different countries affect individuals and businesses to ensure tax efficiencies, while taking into account any tax treaties or agreements between those countries.
Pre-Immigration Tax Planning
Understanding the U.S. tax system, identifying potential tax liabilities, and implementing strategies to minimize tax obligations before arrival.
Expatriation Tax Planning
Understanding and complying with tax laws related to expatriation, minimizing potential tax liabilities, and ensuring a smooth transition out of the U.S. tax system.
International Compliance Consulting
Understanding and complying with various reporting obligations to the IRS to comply with U.S. tax laws and regulations when living or investing outside of the U.S.
Cross-Border Estate & Gift Tax Planning
Understanding the tax laws of multiple countries, identifying potential tax liabilities related to gifts and inheritance, and implementing strategies to minimize tax obligations and ensure proper estate planning across different jurisdictions.

A Tax Boutique Supporting U.S. Connected Multinational Families and Their Businesses

Foreign Trusts: From a U.S. Perspective Madrid, Spain

U.S. Court Declares Corporate Transparency Act (“CTA”) Unconstitutional Tax Notes Article

Management and Employee Participation: Law, Taxation, Structuring Legal Treatise

Foreign Investors In U.S. Real Estate: New Beneficial Interest Disclosures And The Financial Crimes Enforcement Network (“FinCEN”) Mondaq Article

Foreign Trusts: From a U.S. Perspective
Madrid, Spain

U.S. Court Declares Corporate Transparency Act (“CTA”) Unconstitutional
Tax Notes Article

Management and Employee Participation: Law, Taxation, Structuring
Legal Treatise

Foreign Investors In U.S. Real Estate: New Beneficial Interest Disclosures And The Financial Crimes Enforcement Network (“FinCEN”)
Mondaq Article