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US Tax & Financial Services for Estate Planning

Tax issues arise from many day to day events. This is especially true of the US tax system and is particularly relevant to the multinational family.

Below are a number of life events that may affect an individual:

  • Birth
  • Children’s Trusts
  • Joint Accounts
  • Investments
  • Bestowed Gifts
  • Lottery Winnings
  • Sale of Property
  • Marriage
  • Divorce
  • Death
  • Inheritance

Failure to address these issues with efficient tax planning before the event occurs can lead to unpleasant and costly tax charges.

See Trusts for more information.

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant