U.S. TAX & ACCOUNTING
U.S. Tax Planning Around Relocation
Prepare for tax residency changes with an organized overview of income, assets, company interests and information reporting.
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.
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