International Organization

Employees & Retirees

Tax Services

• U.S. tax return services and financial consultancy for U.S. citizens/green card holders and G-4 visa holders
   

• Pre-retirement tax planning; including tax and financial advice of obtaining a green card
   

• Pre-retirement financial advice regarding pension lump-sum distributions
   

• Joint income tax return advice (6013(g) election/ revocation)
   

• G-4 visa holder pre-immigration planning
   

• G-4 visa holder sale of U.S. real estate advice (10%/15% “FIRPTA” withholding tax recovery)
   

• G-4 visa holder estate tax planning
   

• G-4 visa holder college tuition planning
   

• G-4 dependent spouse tax planning

U.S. Expatriate

Tax Services 

(U.S. citizens working abroad)

• U.S. tax return services and financial advice
   

• Pre-departure tax and financial advice
   

• Foreign Earned Income Exclusion election (Form 2555)
   

• Foreign Bank Account Reporting (FBAR)
   

• Reporting of Specified Foreign Financial Assets (Form 8938)
   

• IRS Offshore Tax Amnesty Program advice:

• Foreign Streamlined Program

• Domestic Streamlined Program
   

• Tax planning to avoid or reduce double taxation
   

• State & local tax planning to reduce or eliminate taxation while living abroad
   

• Foreign Trust compliance (Form 3520 & 3520-A) and tax planning

Exit Tax

Services

(“Expatriation”)

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• Planning strategies to avoid or reduce the Exit Tax
   

• Calculation of worldwide net worth and average five-year tax liability
   

• Calculation of present value of foreign and international organization defined benefit pension plans
   

• Review of prior five-year tax returns for verification of full tax compliance
   

• Referral to a immigration attorney for advice on relinquishment of U.S. citizenship or green card
   

• Preparation of final U.S. resident tax return and preparation of Expatriation Statement (Form 8854)