New Annual Reporting Requirements for PFIC Shareholders

The new annual filing requirements for shareholders of a passive foreign investment company (PFIC) are in effect for the current tax season.

Read the article written by our Senior Manager, International Business Tax, Michele Hodge, that is published on AICPA’s Corporate Tax Insider.

Receiving a Foreign Gift? You May Need to Tell the IRS

If you will be receiving a foreign gift this holiday season, you may need to understand any tax reporting issues that may apply.

Holding Too Much Cash is Hazardous to Your Wealth

Understanding what is a reasonable amount of cash to hold (and why) is an important decision when designing an investment portfolio in the context of one’s overall financial plan.


International Private Client Services

We provide a “big picture” solution which covers all important aspects of your life and your family by integrating international tax, wealth management, and financial planning services.

Wealth Management Services

We help our clients develop the vision for what they want to achieve, the strategy to attain that vision,  and the investment structure to transform this strategy to reality.

Financial Planning Services

We create a roadmap for our clients to help them take control of their financial future and create actionable solutions to achieve their dreams.

Tax Services

We specialize in international tax compliance and planning services to meet the needs of mobile individuals of the international community.


International Organization Employees and Retirees

Since 1983, we have assisted thousands of international organization employees and retirees, whether they are U.S. Citizens, green card holders, or G-4 visa holders, in navigating their complex tax compliance requirements and achieving their financial goals.

U.S. Citizens, Expats & Residents

We help our U.S. citizens and resident clients plan, understand, and comply with both U.S. and foreign income tax laws whether they are in the U.S. or overseas.


We provide tax compliance, tax planning, and wealth management services to foreign nationals who have taxable income and financial assets in the U.S.

Global Mobility Professionals

Our Global Mobility Tax experts specialize in international assignment tax planning and compliance for multinational corporations and their employees.


A member of Nexia International, a worldwide network of independent accounting and consulting firms.

To contact us, call 703.502.9500.

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