Cross-Border Tax Planning
Strategic tax solutions for global families living across jurisdictions
Two Worlds. One Tax System. Big Consequences.
When you live in one country and have ties to another — by birth, by citizenship, by marriage, or by investment — tax gets complicated fast. We work with high-net-worth individuals and families who are navigating the U.S. tax system from both directions:
- Foreign nationals living in the U.S.
- U.S. citizens or green card holders living abroad
These clients often face tax reporting obligations and structuring decisions that their CPA may not fully understand — and one wrong move can create years of unnecessary exposure, penalties, or double taxation.
At Sollertis, we help clients make smart, forward-thinking choices that align their global lifestyle with a coordinated tax and legal strategy.
For Foreign Nationals Living in the U.S.
The U.S. tax system is unlike any other in the world. Many foreign clients are shocked to learn that once they become U.S. residents for tax purposes, they are required to report — and possibly pay tax on — their worldwide income and certain foreign gifts or accounts.
We help our clients:
- Understand their U.S. residency and filing obligations
- Avoid unintentional exposure through foreign trusts, companies, or bank accounts
- Plan inbound gifts or capital transfers in a tax-efficient way
- Structure ownership of offshore businesses or real estate
- Protect assets without triggering harsh foreign reporting penalties (e.g., Form 3520, FBAR, FATCA)
For U.S. Citizens Living Abroad
The U.S. taxes its citizens no matter where they live. That makes tax planning difficult for expats who are subject to tax in both the U.S. and their country of residence. It’s not just about filing — it’s about planning around the income sourcing, foreign tax credits, treaty benefits, and long-term residency decisions that affect both taxation and compliance.
We assist with
- Navigating dual filing obligations and worldwide income reporting
- Planning for income tax, estate tax, and exit tax exposure
- Coordinating trust and entity structures across borders
- Structuring distributions from foreign corporations or investment accounts
- Working in tandem with local counsel or tax advisors to ensure consistency across jurisdictions
When Your CPA Tells You “You Need a Tax Attorney” — This Is What They Mean
We frequently work in collaboration with CPAs who recognize when a client’s cross-border situation has outgrown conventional tax prep. In these cases, the legal structuring, tax classification, and international reporting issues often go beyond the CPA’s scope — and that’s where Sollertis steps in.
Where Things Get Especially Tricky (And Where We Excel)
- Reporting foreign trusts and correcting late Form 3520 filings
- Gifts to non-citizen spouses and foreign family members
- U.S. tax on offshore inheritances and foreign retirement accounts
- Asset protection strategies that work across jurisdictions
- Planning for potential exit tax under IRC § 877A
- Aligning foreign legal structures with U.S. estate and tax law
Why Clients and Advisors Turn to Sollertis
- Deep legal experience with foreign trust and entity compliance
- Attorney-client privilege for sensitive or corrective planning
- Coordination with CPAs, wealth managers, and foreign advisors
- Focused on strategy, not just reporting
- Trusted by families, family offices, and referring professionals
One Global Life. One Integrated Strategy.
You shouldn’t need a separate tax plan for every country you’re connected to. We help high-net-worth families build and manage one coherent structure that works — across borders, over time, and under scrutiny.
And because cross-border tax matters often intersect with broader questions of ownership, control, and risk, we frequently uncover opportunities to better align your tax and asset protection strategies — giving you a plan that’s not only efficient, but resilient.
Let’s talk about where you live, where your assets live, and how we can bring it all together.
