International Tax and Wealth Preservation
CaoLaw are U.S. tax attorneys with foreign law expertise. We serve multinational families and businesses.
Licensed in California and New York.
Learn More About Our Practice
International Tax Planning
Our international tax planning service tackles cross-border income tax issues unique to individuals and families with business interests in multiple countries located in Asia, Europe, the Middle East, and North America. Our services include:
Pre-Immigration Planning
Inbound U.S. Real Estate Investment Planning
Exit Planning for Foreign Investors
Outbound Investment Planning
Cross-border Transaction Planning
Expatriation Planning
Cross-Border Wealth Preservation
Our cross-border wealth preservation service goes beyond tax-efficient solutions on the transfers of business interests and assets located in the U.S. We have extensive foreign law and practice experience serving cross-border families. We provide a comprehensive solution that tackles the foreign law issues concerning the transfer of your non-U.S. business interests and non-U.S. assets and the solution maximizes your overall tax efficiency. Our expertise includes:
U.S. Domestic Grantor Trust / Non-Grantor Trust
U.S.-Settled Foreign Grantor Trust / Non-Grantor Trust
Transactions involving U.S. Trusts and Foreign Businesses
IRS International Reporting for Domestic and Foreign Trusts
International Tax Penalties
We counsel individual and corporate clients in the area of U.S. international tax compliance concerning the reporting of foreign business holdings, foreign financial assets, certain transactions with foreign persons, and other reportable foreign activities. In addition to compliance guidance, we represent clients on large international tax penalties assessed or asserted on the following forms:
Form 3520 and Form 3520-A
Form 5471
Form 5472
Form 8938
FinCEN Form 114 (FBAR)
Special Counsel
We provide special counsel services to our selected clients. Services include:
General Corporate Governance for Tech Startups
Special Tax Counsel to Companies with Cross-Border Activities
Counsel to Private Clients
Counsel on Charitable Giving and Foundations
Affiliations
Get in touch.
We are ready to help you with your international tax and wealth preservation issues. Send us a short description of your needs and schedule a consultation with us.
Due to high demand, we do not offer free consultations.
No information on this website should be construed as legal advice or as an invitation to form an attorney-client relationship. Such relationship can only be established when we both agree in writing to enter into an attorney-client relationship.