A clean break from the US tax system requires meticulous planning. We provide the technical modeling and counsel to ensure you exit completely, without leaving your assets exposed.
We provide specialized counsel for individuals whose global footprint has outgrown their US tax status, whether they hold a US passport or a long-term green card.
Multi-citizens or green card holders with complex global estates looking to eliminate reporting fatigue and protect their legacy from Exit Tax.
US entrepreneurs scaling businesses abroad who need to uncouple their corporate growth from US anti-deferral regimes like GILTI.
Green card holders leaving the United States who want to avoid the permanent reach of the IRS.
Renouncing is a permanent decision with significant financial stakes. The primary risk is being classified as a "Covered Expatriate", a status that can trigger an "Exit Tax" on your global unrealized gains.
Without a proactive strategy, the IRS treats your exit as a "deemed sale" of every asset you own. We provide the expertise to manage these numbers before your exit is finalized.
You generally fall into this high-risk category if your global net worth exceeds $2 million or your average annual net income tax for the last 5 years exceeds a specific threshold, or you haven’t been in tax compliance the prior 5 years. We specialize in the "pre-exit" planning required to mitigate the mark-to-market taxes triggered by this status, or to avoid this status in the first place.
Our team specializes in the complex intersection of US tax code and international treaty law. We manage the high-stakes documentation required to ensure the IRS recognizes your exit as final.
Renunciation touches more than just tax. Through our extensive network, we coordinate with trusted immigration attorneys, licensed valuation professionals, and international counsel to ensure every aspect of your transition is seamless.
We treat renunciation as a managed project with a defined beginning, middle, and end.
We analyze your net worth and tax history to determine "Covered Status" and project potential tax liability.
We restructure assets and develop gifting strategies to minimize tax exposure before you renounce.
We manage the required questionnaire and forms to ensure a seamless, compliant exit.
We file your final dual-status returns and Form 8854, and handle ongoing filings as non-resident if needed.
If you are unsure what you need, a free 30-minute discovery call is the right first step. We will review your situation, identify the key questions your move raises, and explain what a formal written analysis of your specific position would cover.
For many clients, that written analysis, a tax memo covering your pre-departure strategy, FEIE vs. FTC election, state tax severance, and retirement account decisions, becomes the foundation for everything that follows. It gives you a documented position you can act on, share with your financial advisor or attorney, and refer back to as your situation evolves.
Most of our larger advisory engagements begin here.
Renunciation is a one-time event with no room for error that takes time to plan properly. Speak with an expatriation specialist to model your exit and protect your global wealth.
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