• Complexity in tax residency and income classification
• Dispersed and inefficient investment structures
• Risk of double taxation and exposure to the IRS
Approach
• Comprehensive review of income and structures globally
• Application of tax treaties and planning in accordance with U.S. regulations
• Submission of optimized and compliant personal tax returns
• Reorganization of investment vehicles under efficient structures
Impact
The client was able to consolidate their operations, reduce tax risks, and maximize their net returns in the U.S., with full traceability and compliance before the IRS.