Service 06 // Tax Consulting
International tax decisions are most valuable before a move, transaction or restructuring occurs. We translate complex residency, treaty, entity and asset questions into a practical plan that can be implemented before tax consequences become fixed.
We advise on pre-immigration planning, U.S. residency tests, treaty positions, entity and ownership structures, foreign trusts and wealth transfers, expatriation and exit-tax exposure, and the tax sequence of major transactions.
The service is designed for internationally mobile families, executives, founders and investors who need decisions modeled before moving into or out of the United States, restructuring holdings or completing a significant transaction.
We begin with a structured fact and asset map, identify the jurisdictions and rules that control the outcome, and deliver a written action plan with assumptions, timing, required filings and decisions that need specialist legal or local-country input.
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Contact details
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@sternprotaxLocation
Global service, based in NY