Preimmigration U.S. Tax Planning and Expatriation

At Packman, Neuwahl & Rosenberg, we understand that unexpected life events may cause sudden changes, whether that means leaving one’s home country to move to the U.S., or perhaps giving up one’s U.S. citizenship or U.S. lawful permanent residency.

 

Our international tax team at Packman, Neuwahl & Rosenberg assists non-U.S. citizen and non-U.S. resident high-net-worth individuals consider the U.S. tax and reporting obligations that may be applicable to them in the event they become U.S. citizens or residents and we also assist them in the review of their legal structures and provide U.S. tax planning advice to help achieve an efficient structure from a U.S. tax point of view.  We also work with clients who are interested in spending more time in the U.S. to consider other forms of U.S. tax planning such as trust and estate planning or gift tax planning.

Our international tax team at Packman Neuwahl Rosenberg also helps our clients consider the U.S. tax rules and reporting obligations that may apply when giving up one’s U.S. citizenship or U.S. lawful permanent residency, and we also help our clients consider how any such action may affect others in the future.

To complement the above services, our immigration team at Packman, Neuwahl & Rosenberg is available to assist our clients with their immigration needs, including reviewing what options may be available, helping clients applying for temporary nonimmigrant or permanent residency status, and advising on the immigration implications of our clients’ actions.