# U.S. Tax Planning Around Relocation

## When is this useful?
Before moving to the U.S., during a status transition, or when organizing records for an arrival year.

## Start with the timeline
- Past and planned dates of U.S. presence
- Green card, visa and family circumstances
- Income, assets and company interests
- Existing tax filings and foreign account records

## Discussion priorities
Identify questions about tax residency, filing periods and missing records. Obtain advice on the specific facts before major asset transactions, distributions or structural changes.

## What are the deliverables?
A status and tax-record timeline, information checklist and agreed next steps. Tax planning does not replace immigration legal services.

Preparation checklist, not a complete filing requirement.