Individual Tax Services

Categories of Tax Services for Private Clients:

Tax Planning

  • Year-end planning
  • Alternative Minimum Tax analysis
  • Multi-state and foreign tax planning
  • Gift and estate tax plan reviews
  • Living trust reviews
  • Formation of Private Foundations, domestic and foreign
  • Formation of Family Limited Partnerships
    • Estate tax savings
    • Asset protection
  • Compensation and tax equalization planning for relocation and employee transfers
  • Retirement tax planning
  • Trust and estate tax planning
  • New business ventures
  • Domestic and foreign professional referrals: bankers, attorneys, trustees, accountants, and venture capitalist

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Investment and Business Structures

  • Tax-deferred exchanges of real estate
  • Qualified small business stock opportunities
  • Investment holding structures
  • Review of stock selling strategies
    • Forward sales
    • Puts and calls, and exchange funds
  • Executive stock option strategies
  • Deferred compensation planning under 409A rules
  • Tax opinions regarding complex tax strategies

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  • Cross-border tax strategies, tax treaty applications
  • Pre-arrival planning for foreign nationals
  • Pre-departure planning for U.S. residents and foreign nationals
  • Liquidation of U.S. pensions
  • Expiration planning and rulings from IRS
  • International gift and estate tax planning
  • Formation of foreign foundations and foreign trusts
  • Incorporating businesses abroad
  • International insurance structures and analysis
  • Tax planning for patents, copyrights and other intangible assets

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Tax Representation

  • Tax audits: settlement discussions and negotiations
  • Tax penalty appeals
  • Ruling requests

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Tax Return Preparations

  • Individuals
  • Trusts
  • Estates
  • Businesses:
  • Partnerships
  • Corporations (C corporations and S corporations)
  • Tax return reporting for domestic and international transactions and holdings

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To discuss your U.S. and cross-border private tax needs, call Rowbotham International at +1 (415) 433-1177.