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.

Let's Get Started
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

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

The outbreak of COVID-19 (the coronavirus) has significantly disrupted and impacted the world. The global nature and dramatic lock down /stay at home orders undertaken by governments around the world have left many individuals and families dislocated. Among the victims: non-United States persons (NRAs) stricken with the disease while visiting the U.S. and unable or unwilling to return to their country of residence.

What is a Withholding Agent and Why are They Important?

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.

FACTA Filing: What U.S. Citizens Need to Know About Foreign Asset Reporting

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.

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