Expat Tax Planning - Tax and Salary Calculation Service
- You need to understand the consequences of becoming an expatriate from the tax perspective.
- Mrs. Zemelman will analyze your situation and give you specific and detailed answers as to how your finances will be impacted from the tax perspective.
- By having an expert guide you thorough this, you will likely learn about a lot of issues that you didn’t even realize could be important. For now, they are your unknown unknowns .
The Tax Planning service is offered on hourly basis at the rate of $300 per hour.
Average time for the personal package is 1.5 hours - comprising of 1 hour analysis of the situation and ½ hour for email consultation. Business tax planning takes 4 hours on average.
Here are some sample cases that we handled within the framework of Tax Planning sessions.
|Personal Tax Planning||Business Tax Planning|
|1||Provided that I can only qualify for the Foreign Earned Income Exclusion based on the Physical Presence test, how should I plan in advance my summer vacations to the U.S. over the next two years in order to obtain the maximum allowed amount of earned income and housing exclusion?||How should I structure salary and dividends distribution from my UK corporation for the upcoming year to receive the most beneficial U.S. tax results?|
|2|| I received a job offer with relocation to Dubai, UAE. I would like to evaluate three scenarios of U.S. federal and state tax consequences of accepting the offer: || I run an online business in India selling goods through Ebay to customers in the U.S. I would like to evaluate the U.S. tax consequences of two business structures: |
|3||I live and work in Romania. I would like to evaluate my opportunities for opening an individual U.S. retirement accounts. How much I am allowed to contribute and what will be the U.S. tax saving effect?||I am a 100% owner of a foreign Corporation with gross revenues of about $300,000. How do I determine whether to take the Housing Exclusion or Deduction? How much in wages would I need to pay myself and/or my wife to realize the full benefit?|
|4||I would like to open a ROTH IRA account. I heard that taxpayers applying foreign earned income exclusion do not qualify for ROTH IRA contributions. Is this correct? Can you calculate how much I am allowed to contribute?||I am a single owner of an S-corporation. I provide web publishing services for U.S. clients. My husband received a job offer in France and I am going to join him. What would be my federal, state, and self-employment tax obligations if I continue running the U.S. business while living in France?|
|5||I am considering two different options for a job offer. First offer has a higher salary and taxable benefits. Second offer includes a lower salary and non-taxable benefits. Which offer will result in higher net pay?|| I am a sole proprietor living and working in Brazil. Since there is no Social Security Totalization Agreement between Brazil and U.S., I am subject to double taxation. I pay self-employment tax both in Brazil and in the U.S. |
Will it be cost-effective for me to incorporate my business in Brazil? What would be the total resulting U.S. tax saving consequences?