Tax Planning Services for Foreign Nationals

Serge Bauer PC and its professional team of advisors provides the Foreign National with the tools to maximize tax benefits before purchasing any Real Estate in the US. We provide review and guidance to Foreign Nationals in the following areas:

  • Review of Double Taxation Treaty Benefits with your home country, tax treatment of interest income, investment, dividend income, and income, estate and gift tax issues.
  • Review of transfer and estate tax consequences of acquiring Real Estate and other non-tangible assets in the US.
  • Providing advisory services to Foreign Nationals before purchasing Real Estate assets, to make sure that the title to the Real Estate Assets is by an entity that maximizes tax benefits, such as a US Personal Trust, US registered Limited Liability Company and/or other corporate vehicles.
  • Providing advanced tax planning services to Foreign Nationals, and structuring property transfers related to gifts and tax transfers before gaining US tax resident status in order to take advantage of the exclusion of intangible property gifts from the US gift tax.
  • Structuring ownership of the US situated assets in the US to the extent possible in order to avoid being subject to US expatriation rules when relinquishing US resident status.

Businesses and Entities

  • Optimization of structures for foreign investment and business operations in the U.S.
  • Optimization of structures for U.S. investment and business operations outside of the U.S.
  • Structuring for cross-border acquisitions, sales and other exchanges.
  • Structuring for acquisition, operation and disposition of U.S. real estate.

Individuals and Trusts

  • Tax issues for non-citizens immigrating to the U.S.
  • Tax issues for individuals considering expatriation from the U.S.
  • Gift, trust and estate considerations for non-citizens with U.S. based assets.
  • U.S. beneficiaries of foreign trusts.