Pre-Immigration Planning

Relocating to the U.S. presents significant tax considerations. Our pre-immigration planning services help individuals and families structure assets and income before establishing U.S. tax residency—minimizing future tax exposure and ensuring a smooth financial transition.

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We work with high-net-worth individuals, executives, and globally mobile families to develop tailored pre-immigration tax strategies before they become subject to U.S. taxation on worldwide income. Proper planning prior to meeting the substantial presence test or obtaining a green card can significantly reduce long-term tax liabilities and preserve wealth.

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Our services include restructuring foreign assets, optimizing investment holdings, and analyzing the tax implications of trusts, corporations, and passive investments. We advise on step-up in basis planning, timing of income recognition, and liquidation or reorganization of foreign entities before U.S. residency begins. We also evaluate exposure to PFIC (Passive Foreign Investment Company) rules, which can result in punitive tax treatment if not addressed in advance.

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We guide clients through future U.S. compliance requirements, including Form 8938 (FATCA reporting) and FBAR (FinCEN Form 114), ensuring proper disclosure of foreign financial assets and accounts. Our team also provides planning around foreign trusts, gifts, and inheritance considerations to avoid unexpected tax consequences after relocation.

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By taking a proactive approach before entering the U.S. tax system, we help you establish a clean, efficient structure that supports long-term tax efficiency, compliance, and wealth preservation.