There are many reasons why our clients may want to move their assets, investments, or businesses to an offshore jurisdiction. However, moving assets, investments, or businesses outside of the United States creates significant tax and compliance rules that become pertinent to a United States taxpayer. This firm is able to assist our clients in structuring offshore accounts, trusts, and business structures. We provide our clients with the tax planning for the offshore structure, aid with implementing the structure, and provide assistance with the IRS compliance obligations that are required as a result of the offshore structure.
We also provide advice to our clients who have existing offshore structures but who may not be current with all compliance and filing obligations. These include circumstances where the clients may have been unaware of their compliance obligations or unaware of the nature of the structure that existed.