What We'll Cover
Cross-Border Wealth Management
- Concentrated equity & liquidity — managing concentrated equity positions and planning for liquidity around an exercise, sale, or exit event.
- Worldwide investment strategy — jurisdictional diversification and avoiding common foreign investment tax traps, such as PFICs.
- Navigating U.S. tax residency — cross-border planning, tax, and wealth management for founders moving into, and away from, U.S. tax residency.
- Estate & wealth transfer — planning for internationally mobile entrepreneurs and their families across multiple jurisdictions.
International Tax & Entity Structuring
- Choice of entity — for founders and startups, including C corporation, S corporation, LLC, and partnership structures.
- QSBS planning — including the OBBBA changes to gross asset limits, holding periods, and gain exclusion caps.
- Founder equity planning — including 83(b) elections and their tax impact.
- Pre-immigration tax planning — U.S. income, gift, and estate tax residency rules, and strategies that are only effective if implemented in advance of becoming a U.S. tax resident.
- Cross-border reporting — obligations for founders and their companies, including foreign asset disclosure and foreign business interests.
