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Upcoming Filing Deadlines and Extension

If you have a U.S. tax filing requirement, here are some upcoming deadlines you should be aware of. If you can’t meet the deadlines, read more to find out the extension opportunities available to you.

What is estimated tax and what does it mean to me?

U.S. taxpayers are required to prepay their U.S. income and employment taxes during the course of the year. To the extent taxes withheld from your income are not sufficient for this purpose, estimated tax payments must be made.

The 4% Withdrawal Rule – Does it still apply?

You may have heard of the 4% retirement withdrawal rule of thumb. Does it still apply in today’s capital market environment?

OUR SERVICES


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.

WHO WE SERVE


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.

Nonresidents

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.

Nexia

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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