Tax Planning

Proper Tax Planning is very important to all US taxpayers especially those individuals living and working overseas.   Our approach is a Global approach in that we consider the implications of host country (i.e. resident country) tax laws as well as US tax laws.   Some of the planning considerations are:


  • Non-US Spouse Tax Planning
  • Dependent Taxation
  • US Estate and Gift Taxation
  • Ownership of Foreign Corporations and Partnerships


Recent planning projects completed included:


  • Use of a Bahamian International Business Corporation (IBC) to provide tax avoidance for a non-US spouse of an expatriate;
  • Election to disregard a foreign corporation to defer over $100,000 in US taxes; and,
  • Proper gift and estate tax planning for a US citizen set to inherit a sizeable estate from non-US parents.


For a free consultation, please complete the Free Consultation form to the right or send us an e-mail.