On this page you will find whitepapers on various topics.

  • Cross-Border Estate Planning

    A well thought out and properly executed estate plan is possibly the most important thing you can do to ensure your assets are protected and passed to your heirs according to your wishes.

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  • How to Obtain an Individual Taxpayer Identifiation Number

    This brochure explains who may require an Individual Taxpayer identification number (ITIN), the steps that must be taken to apply, and any pitfalls you may encounter in the process.

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  • Taxation of Foreign LLCs

    The taxation of Foreign LLCs is significantly different compared to domestic LLCs. This brochure explains those differences. It defines the meaning of eligible entities, and describes how your choice of entity classification will be treated for tax purposes.

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  • Forms W-8: Why they should be important to you if you are a foreigner with U.S. income

    This brochure provides information on the purpose of the W-8 forms; how they can help you avoid paying unnecessary tax; and, which W-8 applies to your particular situation.

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  • Tax Consideration of Foreign Investment in U.S. Real Estate

    Foreign investors need to be aware of how their investment in U.S. real estate will be impacted by U.S. taxes on those investments. This brochure highlights the most significant tax issues that the foreign investor should consider.

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  • Offshore Voluntary Disclosure

    This document outlines the basics of what you need to know about the Offshore Voluntary Disclosure Program (OVDP). You will learn what the program is, your options for getting into compliance, and the penalties—both financial and criminal—if the IRS discovers you are not compliant.

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  • Esquire Like-Kind Brochure

    This brochure explains how you may defer capital gains on appreciated property through like-kind exchanges. It defines various types of exchanges and the rules that apply for each one.

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  • Entity Information

    This guide outlines each type of U.S. entity, highlighting the advantages and disadvantages of each. It also discusses the tax planning and administrative requirements of each entity that may influence your decision on which to choose.

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  • FIRPTA: Foreign Investment in Real Property Tax Act

    This brochure outlines how the U.S. tax system treats foreigners related to investments in U.S. real estate.

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  • Foreign Investors in United States Real Estate

    While investing in U.S. real estate is an attractive option for many citizens of foreign countries, the U.S. tax system can be tricky. This brochure outlines some of the considerations you will want to explore prior to making an investment.

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  • U.S. Tax Obligations
    of Foreign Nationals

    Different tax obligations are required depending on alien status. If you are not a citizen of the United States, the government considers you an alien. This brochure explains the meaning of these and other terms and outlines the tax obligations required of foreign nationals.

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  • International Tax Form Filling Guide

    As complicated as the U.S. tax system is, the reporting of foreign accounts, entities, or assets makes it even more complicated. This brochure provides an overview of what forms are required to report your foreign financial interests.

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