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 complex cross border tax issues.  Working with clients’ offshore and domestic wealth structures and investment portfolios, we strategically pinpoint the intricacies and weaknesses of U.S. and foreign tax systems to minimize loss of wealth and profits.

Founded in 2015 and located in the heart of New York City on Avenue of the Americas, International Wealth Tax Advisors provides highly personalized, secure and private global tax accounting and consulting to individuals, families, family offices and foreign-based multinational business clients across the U.S.A and North America, Europe, South America, Asia, Africa, Australia and the Middle East.

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.

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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.

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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

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Get Up to Date Information

It Happened in South Dakota

It Happened in South Dakota

The Pandora Papers, a recent reveal of pervasive cross-border financial crime and elaborately-crafted tax dodging structures, as reported by a global network of investigative journalists, has
already shaken up governments and elections, upended tax authorities and initiated criminal investigations… Perhaps the most intriguing revelation of all from a stateside perspective was the emergence of South Dakota as a preferred tax haven of the rich and famous.

Three Key Tax Implications of the Biden Administration’s New Infrastructure Bill

Three Key Tax Implications of the Biden Administration’s New Infrastructure Bill

Three KeyTax Implications of the Biden Administration’s New Infrastructure Bill

The long-awaited infrastructure proposal was approved by Congress late last week and has been signed into law by President Joe Biden. As part of the President’s mission to “build back better,” the proposal is a considerable investment in the country’s infrastructure.

And while not as large as once envisioned — originally, it was $3.5 trillion — it is still a substantial amount at $1.2 trillion. Funding for the Infrastructure Bill will come from a few sources.

International tax expert Jack Brister comments on some of the tax changes that will impact businesses and investors.

Third Quarter 2021 U.S. Economic Outlook: Vaxed, Taxed, and Roaring Back

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.

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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