Sample Case Histories

The following are a few selected cases where we have helped individuals reduce their combined US and foreign tax burdens.

UK law firm wanted to set up a trust for their UK client with dual citizen beneficiary children. We advised structuring and investments to keep taxes low.

US citizen had never filed a tax return in his life. We filed returns for three years, reduced the US tax to less than 3% of the total income through legally allowable exemptions, credits, and deductions, and successfully waiving all penalties for late filing.

Greencard Holder residing in the US filed tax returns every year, but had never reported income generated by a Swiss bank account worth over a million dollars. Taxpayer was worried this fact might have to be disclosed to the IRS by the bank under increased money laundering regulations. We filed amended returns for six years, reduced the tax due through legally allowable exemptions, credits, and deductions, and successfully waived all penalties for unreported income.

US citizen living in the UK started UK corporation to conduct their business. We advised a structure that reduced additional US taxes to zero, and required only minimal compliance efforts.

Greencard holder living in the US sold her primary UK residence and faced a million dollar tax bill. We found loopholes to reduce the tax to zero.

Greencard holder had his greencard revoked by INS and faced a $600K tax bill for expatration. We found loopholes to reduce the expatriation tax to zero.