Estate Planning Tech Founders After an Exit
Cross-Border Estate Planning for Tech Founders After an Exit Estate planning tech founders after an exit is a race against valuation and the clock: the day your shares turn into cash, your worldwide estate can jump from illiquid paper into a taxable pile exposed to 40% US estate tax and 40% UK inheritance tax at […]
 Foreign Earned Income Exclusion: What Wealthy US-UK Clients Should Know
US Estate Tax Property Portfolio Owners: What to Do Now
US Estate Tax Exposure for Property Portfolio Owners: What to Do Now US estate tax property portfolio owners can face a 40% federal levy on the worldwide value of their estate if they are US citizens or domiciliaries, or on their US-situated property if they are not. With tax due roughly nine months after death, […]
 Unfiled US Returns Elite Athletes Abroad: The Catch-Up Guide
How Elite Athletes Abroad Catch Up on Years of Unfiled US Tax Returns The cleanest route for unfiled US returns elite athletes abroad have let slip is the IRS Streamlined Foreign Offshore Procedures: file three amended or delinquent returns, six years of FBARs, and a Form 14653 certifying the lapse was non-wilful — often with […]
Cross-Border Estate Planning for Tech Founders After an Exit
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How US Surgeons in Britain Reduce Double Taxation on Income
How US Surgeons in Britain Cut Double Taxation on Global Income The key to reducing the double taxation that U.S. surgeons in Britain face is the Foreign Tax Credit (Form 1116), not the earned-income exclusion, because UK tax rates of 40% or 45% almost always exceed the US rate and generate carryover credits. Treaty positions, […]
Streamlined vs Voluntary Wealthy Expat Families: Which Path?
Streamlined vs Voluntary Disclosure: What Wealthy Expat Families Should Weigh The decision between streamlined and voluntary wealthy expat families turns on one word: wilfulness. Non-wilful taxpayers use the streamlined procedures to incur a low or zero penalty; families whose conduct was wilful or genuinely uncertain use the Voluntary Disclosure Practice to buy protection against criminal […]
 Streamlined vs Voluntary Wealthy Expat Families Guide
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