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Rubin Law US and Cross-Border Tax Assistance

US and Cross-Border Tax Assistance

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Financial Advisors

Financial advisors play a vital role advising clients of investments suited to their specific needs.

If your client is based in the US and is investing in foreign (non-US) assets (such as foreign hedge funds, foreign stocks or bonds, or investing via a foreign entity), they will need tax advice on the US tax and disclosure consequences that will arise from their investment. We are well positioned to provide this advice and take care of the client’s tax compliance requirements.

If your client is not in the US and is investing in US-based investments or via a US entity, they will need tax advice on the US tax and disclosure consequences that will arise from their investment. We are well positioned to provide this advice and take care of the related tax compliance requirements.

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    Disclaimer

    The materials on the Rubin Law website are for informational purposes only and are not legal advice.

    Use of this website does not create an attorney-client relationship between you and Rubin Law. This website is not an offer to represent you, and you should not act, or refrain from acting, based upon any information contained herein. You should consult an attorney for individual advice regarding your own situation.

    IRS regulations require us to advise you that any tax advice contained herein is not intended or written to be used and cannot be used for the purpose of avoiding federal tax penalties.