France/USA

I assist and advise U.S. persons with their tax formalities and asset structuring, in compliance with the specific requirements of U.S. tax law.

Franco-U.S. tax and wealth strategies

Assistance in complying with U.S. tax reporting obligations for U.S. persons (in collaboration with a U.S. accountant):
- Annual tax returns for income, investments and accounts held outside the U.S.
- Expatriation tax return.
- Gift tax return.
- Estate tax return.
Assistance in the structuring of U.S. person's assets, considering specific issues linked to:
- U.S. rules governing the qualification of a U.S. person.
- U.S. rules governing PFICs (Passive Foreign Investment Companies).
- U.S. rules governing CFCs (Controlled Foreign Companies).
- U.S. rules governing life interest ownership / bare ownership.
- U.S. rules governing the valuation of transferred assets.
Assistance in implementing the procedure to relinquish U.S. citizenship or for Green Card abandonment.

Expertises

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