France
- Preparation of annual income, wealth (IFI),
trust, foreign bank accounts, estate, and gift tax filings (2042, 3916,
etc.)
- Preparation of prior years’ regularisations
and disclosures, including negotiations for lower penalties when
possible
- Accompaniment and assistance during examinations and queries
- Planning and structuring for future income,
estate, gift and wealth tax matters
United States
- Preparation of annual income, state, bank
accounts, estate, and gift tax returns and reports (1040, F-BAR, etc.)
- Preparation of prior years’ tax regularisations:
- Streamlined Foreign and Domestic Offshore Procedures and amended returns for CSG/CRDS tax credits
- Accompaniment and assistance during examinations and queries
- Planning and structuring for future income,
estate, gift and wealth tax matters
- Analysis of renouncing U.S. citizenship or long-term resident status
Consultations
- Consultations on the application of the US and
French tax and civil law systems to each individual or family’s
situation
- Analysis and optimization for cross-border
investments, working or retiring abroad, and gift and estate planning
- Assistance with forms and disclosures from
banks, employers, and others concerning residency and US citizenship
(W-8BEN, W-9, W-8BEN-E, FATCA etc.)
- Minimizing tax and social security costs with treaties and agreements
- Design and application of executive
compensation plans and tax equalization plans for executives abroad,
including stock options and deferred compensation planning