Services
Every filing a cross-border life requires.
Seven practice areas covering both returns, both revenue agencies, and everything that sits between them. If you're not sure which apply to you, a consultation will sort it out in one call.
PLANNING
California & Florida
Cross-Border Investments
Tax-efficient investment planning for accounts and portfolios held on both sides of the border.
Who this is for
What's included
Common question
Does it matter which country I hold my investments in?
It can matter a great deal — the same investment can be tax-efficient in one country and create reporting headaches (like PFIC treatment) in the other, so account location is worth planning deliberately rather than defaulting to whichever bank is closest.