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.