Important Tax Update for Expats

Steve Cantor and Hal Webb are among the best private client tax practioners in the U.S. and, fortunately for me and many of my clients, located right here in Miami.  Today the firm sent out an email advising of recent IRS guidance for U.S. Citizens or Dual Citizens Residing Outside the U.S.  Because many of our clients remain overseas while having business activities and investments in the U.S., and because many are dual nationals, I wanted to share this with you.

On a side note: we have worked with Steve and Hal for years in assisting our foreign private clients and we do so on a “no referral fee” basis.  Our “payoff” is in knowing that our immigration clients are in the best possible tax-planning hands.  Please contact them directly if you need sophisticated tax planning support and tell them Jose sent you! J

Tags: EB-5 Investor Visas, Investors in the U.S., Taxation and U.S. Immigration