Latest Blog Posts By Category

• Estate Planning
  • Pre-Immigration Tax Planning: Three Common Myths
    When the subject of pre-immigration tax planning comes up most people, including many practitioners, will mention their understanding that effective ...
• Federal Tax
  • Tax-Free Withdrawal of U.S.-Based Retirement Funds by Non-U.S. Citizen Australians
    One of the most common inquiries we get is from Australian nationals that are not U.S. citizens. You came to the U.S. on an E-3 or L-1 Visa for a ...
• In the News
  • US TAX TREATMENT OF UK PENSION
    Your browser does not support HTML5 video. The general rule is that U.S. tax residents are subject to tax on their worldwide income from any source, ...
• International Estate Planning
  • 4 Things You Need to Know About International Estate Planning
    Whether you are a U.S. citizen residing in a foreign country or a non-U.S. citizen needing help with estate planning in the United States, our firm ...
• International Tax
  • Superannuation Contributions are Deductible Foreign Taxes Despite Being Voluntary
    The distinguishment between voluntary and involuntary taxes stems from the foreign tax credit provisions. Under the foreign tax credit provisions, a ...
• IRS
  • 2018 Inflation Adjustments
    The IRS recently released the 2018 inflation adjustments for several tax provisions in Rev. Proc. 2017-58, 2017-45 I.R.B. __. There appear to be no ...
• Litigation
  • The 'Willfulness' Element in the IRS's Offshore Voluntary Disclosure Program
    What constitutes “willful” in determining the meaning of the term “non-willful” as used by the Internal Revenue Service in the Offshore Voluntary ...
• Tax
  • Deducting Medical Expenses of Parents and Relatives Not Living With You
    The deduction for medical expenses under Section 213 states that there shall be allowed as a deduction for expenses paid for medical care of an ...