Estate & Cross-Border Wealth Planning 101
Protect your family's assets across borders: annual gift tax exclusions, Form 3520 foreign gift reporting, and US situs estate rules for non-citizens.
Stay ahead of IRS regulations, foreign asset reporting (FBAR/FATCA), ITIN procedures, and cross-border tax treaty strategies with guides written by certified CPAs and Enrolled Agents.
Protect your family's assets across borders: annual gift tax exclusions, Form 3520 foreign gift reporting, and US situs estate rules for non-citizens.
Understand the $100,000 foreign gift reporting threshold, wire transfer documentation, gift deed requirements, and avoiding the 5%–25% failure-to-report penalty.
Learn how stepped-up basis works under IRC 1014, navigating Indian LTCG tax, claiming Foreign Tax Credits (Form 1116) on Form 1040, and filing RBI Form 15CA/15CB for repatriation.
Don't navigate complex IRS treaty rules or foreign asset disclosures alone. Upload your forms to our secure vault and receive a binding fixed quote with zero obligation.