US tax compliance and consulting services

Individual income tax compliance services

• Assist in the preparation of Federal, State, and Local income tax returns, including the foreign information returns, foreign assets and foreign financial accounts reporting
• Determination of US tax residency and filing requirements
• Non-US individuals tax compliance services
• Effective tax management on the application of US tax elections and tax treaty benefit claims
• Assist in handling correspondences, enquiries, tax audits from the US tax authorities
• Tax advisory services for the streamlined and delinquent tax filing compliance procedures and assist with filling and submission process

Tax planning for US founders in private equity/hedge funds/venture capital

• US tax implication analysis for long-term equity incentive plans for the US senior executives, including structural analysis of the participation in various types of incentive plans/investment programs
• Tax analysis for the founders and executives of their existing ownership of shares during or before the IPO
• Tax analysis for the founders and executives’ US individual income tax implications with regards to their IPO restructures 

Executives’ compensation and tax planning

• One-stop and high touch personal tax services to the high net-worth individual and executives with holistic solutions
• Provide US tax consultation for executives’ equity incentive plans to avoid the double taxation impacts from multi-jurisdictions
• Analysis of equity based/deferred compensation plans for US tax compliant
• Tax cost simulations for the executives who have US tax residency
• Tax optimisation between the interface of foreign tax credits and foreign earned income exclusions

Gift, estate, trust and pre-migration/expatriation

• Analysis of US domiciliary for gift and estate tax purposes
• Gift/Estate tax analysis, reporting requirements and compliance services
• Tax advisory services on gift, estate and trust planning for US and foreign families with US assets/investments
• Tax planning for pre-immigration
• Tax compliance analysis on prior years tax returns and provide recommendations for the potential tax compliance issues before expatriation
• Expatriation tax advisory and compliance services