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 Madison Avenue 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.
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.
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.
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.
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.
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IRC 1473(4) and 1.1473-1(d), define a withholding agent as any person in whatever capacity having control, receipt, custody, disposal, or payment of any item of income of a foreign person that is subject to withholding. In the eyes of the U.S. federal tax authorities, a person is considered to have custody of, or control over a distribution of funds or income, if a person is the one who ultimately has the authority to release the funds or income. If such person does not properly withhold the correct amount of tax they will be subject to pay the tax not withheld.
The Foreign Account Tax Compliance Tax Act (FATCA) became law in 2010 and is a major development in the taxation of Americans living abroad. FATCA is a tax law that requires U.S. citizens at home and outside of the United States (U.S.) to file annual reports on any foreign account holdings. FATCA is intended to prevent tax evasion by U.S. citizens and residents via the use of offshore accounts.
International Tax experts view digital tax as one of the “hotbutton” issues of the new decade.
In Dec 2019, the National Association of Realtors (NARS) announced their top 10 U.S. cities for real estate investment…
GILTI tax was enacted under the TCJA (new IRC 951A). IWTA Founder Jack Brister explains…
Wealthy Chinese are facing a variety of new tax rules both at home and abroad. Some experts report that personal wealth in China skyrocketed to $24 trillion, with $1 trillion held outside the country.
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New York, NY 10016
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+1 (212) 256 – 1142