Pre-immigration & Expatriation Tax Planning


The U.S. imposes tax on a worldwide basis. Tax assessment can apply to income that accrued prior to arrival. The U.S. gift and estate tax can be substantial and can also apply to foreign nationals living in the U.S. With proper planning, significant savings can be achieved, such as recognizing gains and completing gifts prior to a move to the U.S.

Termination of U.S. residency also requires careful planning. The tax upon terminating U.S. citizenship or green card holders status can be substantial. If immigration status is terminated an individual will continue to be treated as a U.S. income tax resident if they have not filed the appropriate expatriation tax return to disclose their renunciation to the tax authorities.

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