"Turning Complexity into Confidence."

WHAT ARE GRATS
2023-11-09 21:44 WHAT ARE GRATS   General Overview The "freeze" strategy aims to fix the estate's asset value for tax purposes by locking in the value at the time of the gift, capping future estate tax on the a...
IRS AUDITS
2023-07-11 21:11 IRS AUDITS   What is the Examiniation (Audit) Process? An IRS Examination is a process of reviewing and examining a taxpayer's accounts and financial information to determine whether the total amou...
U.S. PRE-IMMIGRATION TAX PLANNING
2023-06-11 20:24 U.S. PRE-IMMIGRATION TAX PLANNING   For tax purposes, the primary distinction between U.S. tax residents and non-residents lies in the scope and treatment of taxable income:   Worldwide Income...