
Tax planning for non-residents
Pre-Immigration Tax Planning should be a priority for any family moving to the U.S on an immigrant or permanent visa. When the client does not have a clear understanding about how they are taxes in the U.S this could result in a hefty “surprise” tax bill. Many prospects and clients are unaware of when they are considered a U.S Tax Resident. Furthermore, it is difficult to understand the differences between how a particular transaction or income is taxed in the U.S compared to their home country. We can’t emphasize enough the importance of a proper plan long before moving to the U.S. Our pre-immigration tax planning service involves an overall analysis of the client’s financial picture currently, as well as using the client’s projected income and transactions to provide a detailed blueprint that explains: