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.

SERVICES

Our Specialties

1

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.

2

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.

3

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.

4

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.

5

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.

6

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.

7

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.

8

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.

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9

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

Finally- All the Most Frequently Asked Questions About Foreign Trusts in One Place!

Finally- All the Most Frequently Asked Questions About Foreign Trusts in One Place!
BONUS: A Handy Yes/No Calculation Quiz to Determine:
1. IF Your Trust is a Foreign Trust
2. Type of Trust
This blog post introduces International wealth tax advisors’ new FAQ page on Foreign Trusts on the International Welath Tax Asvisors’ website. The page includes a yes/no quiz which calculates which type (if any) foreign trust you are dealing with. If you need foreign trust reporting, management and tax filing help, know that International Wealth Tax Advisors can be your trusted resource!

Breaking Covid-19 Tax News Update: IRS’ “Substantial Presence 60-Day Covid-19 Waiver is Set to Expire

Breaking Covid-19 Tax News Update: IRS’ “Substantial Presence 60-Day Covid-19 Waiver is Set to Expire

It looks like the IRS is ending their tax grace period, the 60-day “Covid-19 Emergency Period” for eligible non-resident alien individuals. In U.S. Treasury Department terms, IRS Rev. Proc. 2020-20 and Rev Proc 2020-27 are coming to an end.
The IRS released relief measures (Rev. Proc 2020-20, Rev. Proc. 2020-27) in April 2020. In brief, the measures allowed nonresident individuals, foreign corporations, and partnerships to choose a 60-day period between Feb. 1 and April 1 in which the IRS would not consider their U.S. activity to trigger a tax liability. The agency updated its relief information earlier in June 2020.

A Taxing Pandemic: Covid-19 and Cross-Border Tax Issues

A Taxing Pandemic: Covid-19 and Cross-Border Tax Issues

As they say in the news business, Covid-19 is a “developing story,” and the adjustments being made by the U.S. Treasury department to address the unique tax issues arising as a result of the pandemic are historic. IWTA Founder and Managing Member Jack Brister comments on three pressing cross-border tax issues arising from the coronavirus global pandemic, with links to guidelines issued by the IRS.

Breaking News Update: U.S. Department of Treasury Offers Tax Relief to NRAs Remaining in USA During Covid-19 Pandemic

Breaking News Update: U.S. Department of Treasury Offers Tax Relief to NRAs Remaining in USA During Covid-19 Pandemic

Breaking Tax News as of April 21, 2020: The following is an addendum to our original blog post of April 20, 2020 entitled:

“The Perfect Storm of Timing, Tragedy and Tax Law: NRAs and Covid-19”

Recognizing the unusual circumstances non-resident aliens have faced while sick, trapped or morally obligated to remain in the USA during the Covid-19 pandemic, the U.S. Department of Treasury has relaxed rules regarding what is commonly referred to as “the substantial presence test.”

We're Here To Help!

Office

271 Madison Ave., Suite 804
New York, NY 10016

Hours

M-F: 9am – 5pm
S-S: Closed

Call Us

+1 (212) 256 – 1142