Globally mobile & cross-border individuals
Your life crossed a border — now two tax systems want a piece, and neither local accountant sees the whole picture.
Expats, digital nomads, dual citizens, and professionals living or working across multiple countries.
Typical engagements
- Establishing residency after a move
- Claiming foreign tax credits or exclusions
- Disclosing foreign accounts and assets
- Managing permanent establishment risk
- Planning exit taxes
Income types
Employment & self-employmentInvestment incomeRental & real estatePension & retirement
Asset types
Foreign bank & brokerage accountsReal propertyDiversified investment portfoliosRetirement accounts, pensions & annuities
Startup founders
You built the company. Don't let a missed election or a blown gain exemption cost you millions at exit.
Early-stage founders holding founder stock, SAFEs, convertible notes, or other private equity.
Typical engagements
- Filing founder equity elections
- Qualifying for small-business share gain exemptions
- Planning secondary sales
- Structuring founder equity splits
- Pre-financing reorganizations
Income types
Employment & self-employmentEquity compensationCapital gains
Asset types
Private-company equity
Business owners & operators
How you pay yourself can swing your tax bill by double digits. Let's structure it the right way.
Owner-operators of private companies drawing a mix of salary, dividends, and distributions.
Typical engagements
- Optimizing salary/dividend/distribution mix
- Setting reasonable compensation
- Choosing entity structure
- Timing distributions
- Managing payroll and social-charge exposure
Income types
Employment & self-employmentBusiness & distributionCapital gains
Asset types
Private-company equityOperating-business assets
Executives with stock compensation
Your RSUs and options just reshaped your tax picture — and default withholding won't cover what you owe.
Employees at public or pre-IPO companies receiving significant equity compensation awards.
Typical engagements
- Covering withholding gaps on vesting equity
- Valuing private-company awards
- Timing option exercises
- Managing alternative-tax exposure
- Allocating equity income across jurisdictions
Income types
Employment & self-employmentEquity compensationCapital gainsInvestment income
Asset types
Public & pre-IPO equity awardsDiversified investment portfolios
Real estate investors
Real estate rewards those who structure and document it correctly, across every property and every border.
Owners of rental property, real estate syndications, partnerships, or development projects.
Typical engagements
- Maximizing depreciation and capital allowances
- Deferring gains through rollovers
- Navigating passive-activity limits
- Claiming professional-investor status
- Handling non-resident withholding on sales
Income types
Business & distributionCapital gainsRental & real estate
Investors & traders
Whether you trade daily or buy and hold, the right elections and clean basis tracking protect your gains.
Individuals trading or holding equities, options, futures, and other instruments, actively or passively.
Typical engagements
- Establishing trader vs. investor status
- Making mark-to-market elections
- Applying wash-sale and straddle rules
- Harvesting losses
- Tracking cross-asset cost basis
Income types
Capital gainsInvestment income
Asset types
Diversified investment portfoliosDerivatives & traded instruments
HNWI, family offices, inheritors & beneficiaries
Complex wealth deserves one coordinated tax strategy — not a dozen disconnected advisors.
High-net-worth individuals, family offices, and beneficiaries of large inheritances, trusts, or foreign gifts.
Typical engagements
- Harvesting capital gains
- Structuring charitable giving and estate freezes
- Planning trusts and inter-generational transfers
- Claiming basis step-up
- Reporting foreign gifts, inheritances, and generation-skipping transfers
Income types
Business & distributionCapital gainsInvestment incomeTrust, estate & inheritanceCarried interest & fund
Asset types
Foreign bank & brokerage accountsReal propertyPrivate-company equityDiversified investment portfoliosTrusts & inherited assetsOperating-business assetsCarried interest & fund/partnership interests
Retirees with international ties
Retiring across borders? Plan your pensions and withdrawals before the cheaper options close for good.
Retired individuals receiving pensions, social security, or account withdrawals across borders.
Typical engagements
- Applying treaty treatment to pensions and benefits
- Using totalization agreements
- Timing retirement-account conversions
- Managing required withdrawals across jurisdictions
Income types
Investment incomePension & retirement
Asset types
Foreign bank & brokerage accountsDiversified investment portfoliosRetirement accounts, pensions & annuities
Crypto investors
Staking, DeFi, NFTs — your on-chain activity is taxable, and most accountants can't keep up with it.
Individuals and entities holding crypto with staking, DeFi, mining, or NFT exposure.
Typical engagements
- Tracking cost basis across wallets
- Characterizing staking and airdrop income
- Treating lost or stolen coins
- Distinguishing mining from staking
- Disclosing foreign-exchange holdings
Income types
Capital gainsDigital-asset income
Asset types
Digital assets
Athletes & entertainers
Every city you perform in wants to tax you. We make sure you're never paying twice.
Professional athletes, performers, and influencers earning income in multiple countries from varied sources.
Typical engagements
- Allocating duty-day income across jurisdictions
- Structuring personal-services and loan-out companies
- Structuring image rights
- Sourcing endorsement income
Income types
Employment & self-employmentRoyalty & licensing
Asset types
Operating-business assetsIntangible & IP rights
