Income tax treaties, foreign income exemptions, and foreign tax credits may often reduce a U.S. person’s U.S. income tax liabilities, but the calculations are often complex and time consuming with mistakes often resulting in large penalties and interest.
For U.S. persons who have foreign financial interests, The Wolf Group is here to help our clients plan, understand, and comply with both U.S. and foreign income tax laws. We team with our colleagues at Nexia International, the world’s 10th largest international accounting network, to provide clients with integrated U.S. and foreign income tax advice.
Everyone needs a financial plan. For U.S. citizens, the plan can be straightforward, unless foreign investments are involved. The U.S. has special rule for U.S. citizens and residents who own foreign mutual funds. Non-citizen residents may also have restrictions or special circumstances that complicate their plans. Regardless of your situation, our advisors can craft a plan that addresses all of your special needs and circumstances. Investment portfolios created for you by our wealth advisors will optimize your long-term returns in an elegant and tax-efficient manner.
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