30-minute consulting with a senior tax advisor experienced in cross-border planning.

Discussion focused on your future – not just filing.

Answers and strategies tailored to your goals, location(s), and tax profile.

We’ll walk through your specific scenario and help you understand the most tax-efficient path forward.

I'm moving abroad for work – should I claim the Foreign Earned Income Exclusion or the Foreign Tax Credit to reduce my US tax bill?

I want to contribute to a ROTH IRA while living overseas. Am I eligible if I exclude my income using FEIE?

I’m planning extended summer travel to the US – how can I stay compliant with the physical presence test and keep my exclusions intact?

I own a UK-based company – how should I structure salary vs dividends to minimize US tax?

I'm self-employed in Brazil. Would incorporating locally reduce double Social Security tax without hurting my US filing?

I run an e-commerce business from India – should I create a US subsidiary, or operate as a foreign branch for better tax outcomes?

Tax planning session

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