WELCOME TO INTERNATIONAL WEALTH TAX ADVISORS
Global Tax and Accounting – International Tax Consulting – Offshore Trusts and Asset Protection Strategies
Led by International Tax Consultant Jack Brister, the IWTA team excel at solving cross border tax issues and protecting offshore investment portfolios through tax efficient strategies for international high net worth individuals, international families, international investors and non-U.S. business entities desiring to invest in the U.S. marketplace.
Founded in 2015 and located on Avenue of the Americas, in the heart of New York City, International Wealth Tax Advisors provides highly personalized, secure and private global tax and accounting and consulting to clients worldwide, including: Singapore, China, Mexico, Ecuador, Peru, Brazil, Argentina, Saudi Arabia, Pakistan, Afghanistan, South Africa, United Kingdom, France, Spain, Switzerland, Australia and New Zealand.
IWTA also serves a diverse group of U.S.citizens and U.S.-based clients with foreign assets and interests across major cities such as New York, San Francisco, San Diego, Dallas, Baltimore, Boston, Seattle, and Miami.
SERVICES
Our Specialties
Foreign Trust, Estate and Gift Taxation
Based on clients’ jurisdiction and current needs, IWTA provides strategic consulting and assists in selecting and implementing a wealth transfer structure to maximize returns and minimize tax exposure.
Pre-Immigration and Expatriation Planning
IWTA assists clients planning to become U.S. taxpayers as well as those terminating their citizen or green card status. We help mitigate the substantial taxes that can result from these decisions.
U.S., Real Estate & Foreign Investments
IWTA provides non-U.S. taxpayers diligent assessment of and planning for investments in U.S. business and real estate. For U.S. taxpayers: We provide foreign investment and tax strategies.
Foreign Financial Asset and FBAR Reporting
Get help with FACTA, foreign financial asset reporting and the FBAR and know the filing requirements: Most U.S. persons with interest in foreign accounts/investments are required to report, and to file the FBAR.
Voluntary Disclosures
The U.S. federal and state governments have long-standing offerings of voluntary disclosure programs. IWTA helps taxpayers who have lapsed in tax filing and international disclosures get back in compliance.
Business Activities
IWTA helps clients establish businesses in the USA, structure them for maximum tax benefits, and file tax returns as U.S. policies and regulations dictate. Knowing and complying with U.S. State and Local tax laws are critical factors.
Foreign Account Tax Compliance Act (FATCA)
IWTA helps clients find the right classification for their entities, obtain a Global International Identification Number, and prepare Form W-8 and Form 8966 to ensure compliance.
Non-Resident Alien Tax Planning
The time NRAs spend in the U.S., combined with U.S. investment structure is critical to minimize U.S. tax exposure and liability. IWTA helps NRAs avoid costly mistakes with a personalized strategic financial and tax plan.
Team
Our Team
Led by Founder Jack Brister, the International Wealth Tax Advisor team is represented by talented and experienced accountants from Africa (Ghana), Asia (Korea), Eastern Europe (Uzbekistan), and the U.S.A. The multilingual, culturally diverse IWTA team is fluent in the international language of numbers, spreadsheets and wealth-transfer business optimization structures.
The U.S. is the world's largest economy with vast opportunities to expand wealth.
The “American Dream” of building unlimited wealth through investments in the U.S.A is practically a global obsession. However, understanding the U.S. system of worldwide tax collection and what legally defines an entity as a U.S. taxpayer is critical to building, growing and keeping your investments.
IWTA’s Guiding Values:
We are guided by these values and pledge our commitments in service to our clients.
Integrity
Authenticity
Tenacity
Security and Confidentiality
Add Substantive Value in all we Do
KNOWLEDGEABLE
Get Up to Date Information
Third Quarter 2021 U.S. Economic Outlook: Vaxed, Taxed, and Roaring Back
It’s been a year and a half since the onset of COVID-19, and there’s encouraging news for clients. The U.S. economy is bouncing back to life thanks in part to government aid and relatively high vaccination rates. The national economy grew at a seasonally adjusted, 6.5% annual rate in the second quarter, a sign that the nation has achieved a sustained recovery from the pandemic-induced recession. In fact, the economy has now surpassed its pre-pandemic levels.
Erasing Borders and Building Tax Laws — The Impact of the New International Tax Code
Get Ready for New Rules: The Biden Administration is Homing in on GILTI
Jack Brister Founder, International Wealth Tax Advisors Jack Brister, Founder of International Wealth Tax Advisors, is a noted international tax expert, with...
IRS Introduces Tax Relief Measures for Those Impacted by Covid-19
IWTA Breaking Tax News:
IRS Introduces Tax Relief Measures for Those Impacted by Covid-19
On November 2, 2020 the Internal Revenue Service announced changes designed to de-stress taxpayers filing late 2019 returns, and those that have fallen behind on previously-negotiated installment agreements or otherwise struggling to pay balances owed.
In short, any taxpayer struggling financially due to the pandemic can take comfort in and advantage of the second phase of tax relief — what the IRS calls its “People First” initiative. This applies to small business owners too, who have been hurt badly by the pandemic-induced economic slowdown.
In 2020 Cryptocurrency is No Longer a “Bit” Player
It is evident that the Covid economy has only intensified the thirst of investors, entrepreneurs and increasingly, average citizens, for an economic model that more seamlessly marries with life-in-the-digital-lane. This article updats the shifting landscape of cryptocurrency, banking and finance and taxes. The future is here and traditional banking must ride the cryptocurrency blockchain or go the way of the abacus.
Are You FIRPTA Compliant? IRS Targets Foreign Holders of U.S. Real Estate
The U.S. Congress designed the Foreign Investment in Real Property Tax Act (FIRPTA) to collect tax on the sale of a U.S. property by a foreign person or business entity in order to ensure that foreign persons and entities paid tax on their U.S. source (situated) income (i.e., extract a type of capital gains tax that would normally not apply). Looking to boost tax revenues in a tough year of the Covid-19 pandemic, on On October 5th and Sept. 14. 2020, the IRS Large Business & International Division (LB&I) issued notices regarding their resumption of a FIRPTA enforcement campaign.
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Office
1270 Avenue of the Americas,
7th Floor,
New York, NY 10020
Hours
M-F: 9am – 5pm
S-S: Closed
Call Us
+1 (212) 256 – 1142