FBAR & FATCA

U.S. and Canadian tax, prepared and planned together.

TREATY-BASED California & Florida

Treaty Reporting

Treaty-based return positions and the disclosure filings that go with them.

Common question

If I rely on the treaty, do I need to say so on my return?

Often yes — taking a return position that differs from default domestic tax treatment because of the treaty generally requires a specific disclosure explaining which article you're relying on and why.

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