Led by International Tax Consultant Jack Brister, the IWTA team excel at solving complex cross border tax issues.Ā Working with clientsā 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 consultingĀ 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 clientsā 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
Ā IWTA provides non-U.S. taxpayers diligent assessment of and planning for investments in U.S. business and real estate. For U.S. taxpayers:Ā We provide foreign investment and tax strategies.
Foreign Financial Asset and FBAR Reporting
Ā Get help with FACTA, foreign financial asset reporting and the FBAR and know the filing requirements: Most U.S. persons withĀ interest in foreign accounts/investments are required to report,Ā 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
Ā 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 āAmerican Dreamā 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.
IWTAās 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
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Get Up to Date Information
OECD Leads Multinational Coalition to Address Digital Economy Tax Laws
International Tax experts view digital tax as one of the āhotbuttonā issues of the new decade.
U.S. Investment Trends 2020: Residential Real Estate
In Dec 2019, the National Association of Realtors (NARS) announced their top 10 U.S. cities for real estate investment…
GILTI Tax and Controlled Foreign Corporations
GILTI tax was enacted under the TCJA (new IRC 951A). IWTA Founder Jack Brister explains…
China Tightens Tax Evasion Rules Amid Increased CRS Enforcement
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.
FAQ: IWTA’s Founder Jack Brister Answers “The Four Questions”
If you have sought out the International Wealth Tax Advisors website, chances are that you too are seeking answers to the āFour Questionsā.
The Four Questions Q3: Why does the U.S. employ a āsubstance over formā tax system?
The overarching concept of the U.S. tax system is to tax the economic substance of a transaction or series of transactions.
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+1 (212) 256 ā 1142