International Tax Planning

Fueled by rapid changes in technology, geopolitical shifts, and a host of other forces over which we have little control, our world is changing and shrinking at a dizzying pace. For some, those changes may impact the need for financial services.

We recognize that every financial and tax reporting situation with international implications is different. You may live in the United States, but have business or familial ties in other parts of the world. Your situation may require you to reside outside the country while maintaining your U.S. citizenship. The scenarios are nearly endless.

U.S. income tax reporting is complex and shows no signs of moving towards simplification any time soon. Compound U.S. reporting requirements with international laws and regulations and you’re quickly in a multifaceted and very complicated area of the tax code.

Anderson ZurMuehlen can help. We have a team of CPAs that specializes in understanding international reporting requirements so you don’t have to. In addition to their expertise in foreign reporting in the U.S., our team can also help you with compliance work and general business consulting/planning.

Who we help:

  • U.S. persons with international ties
  • U.S. citizens living abroad
  • Non-U.S. persons with U.S. connections

We provide international tax reporting/consulting/compliance services to:

  • Corporations
  • Partnerships
  • Tax exempt organizations
  • Individuals
  • Estates and trusts

We can also help with:

  • Gift tax issues
  • Reports of Foreign Bank and Financial Accounts
  • Offshore Voluntary Disclosure Programs
  • Streamlined Disclosure Program
  • Passive Foreign Investment Companies (PFICs)
  • Controlled Foreign Corporations (CFCs)

Video Resources:

International Tax interview with Erin Stockwell, August 4, 2015

International Tax in Canada interview with Erin Stockwell, August 4, 2015

Related articles:

Prop. Regs. Would Impose Reporting Requirements on Foreign-Owned Disregarded Entities , May 6, 2016

How Netflix subscribers may be unwitting tax evaders, thestar.com, August 10, 2015

Why some Canadians’ bank info is being sent to the IRS, CTV News, July 20, 2015

New IRS Guidelines Limits FBAR Penalties, Forbes, June 9, 2015

Online Resources Help Taxpayers Abroad, IRS website/YouTube Channel, June 4, 2015

Ricci Perfume Heiress Found Guilty, Yahoo Finance, April 13, 2015

Six Estate Planning Tips for U.S. Expats, Wall Street Journal, March 25, 2015

A record 3,415 Americans ditch their passports (CNN Money) February 17, 2015

Obama’s international tax reform proposals provide a balanced approach to the lock-out problem (The Hill) February 13, 2015

Canadians regularly going to U.S. for long stays need to be mindful of changes, says MP (CBC News) January 20, 2015

American expats in Canada who sell their house might face IRS taxes, (The Globe and Mail) January 12, 2015

Boris Should Pay Up But Not Shut Up Over US Tax. (Reuters Breakingviews) November 24, 2015

Giving Up Your Passport? It’s Going to Cost You. (CNN Money) December 10, 2014

New Streamlined Offshore Procedures, December 2014

Got a Canadian Retirement Plan? IRS Simplifies Procedures, November 2014

Officially Abandon Your Green Card or You May Have Tax Consequences, October 2014

What’s New in the International Tax World? August 2014

Looking for a tax advisor?

Select the links below to view the resumes of our international tax professionals.

Dana Cade, manager

Mark Cappis, shareholder

Marilyn Dusenberry, shareholder

Penny Horner, manager

Jane Schultz, supervisor

Erin Stockwell, shareholder

Shirlee Walker, shareholder

 

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