Led by International Tax Consultant Jack Brister, the IWTA team excel at solving complex cross border tax issues. Working with clientsâ 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 clientsâ 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.
The U.S. is the world's largest economy with vast opportunities to expand wealth.
The âAmerican Dreamâ 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.
IWTAâs 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
International Tax in 2022: The Year of Disclosure and Investment
For taxing authorities around the world, monitoring taxpayer disclosures and transparency will be a top line item in 2022, meaning taxpayers â especially high-net-worth individuals and corporate entities â should expect more scrutiny into their affairs. Governments are in a unique position as they navigate multiple demands and pressures.
Three Key Tax Implications of the Biden Administrationâs 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 Presidentâs mission to âbuild back better,â the proposal is a considerable investment in the countryâs infrastructure.
And while not as large as once envisioned â originally, it was $3.5 trillion â 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.
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.
International Tax Guru Jack Brister, founder of International Wealth Tax Advisors, to Appear as Anchor Panelist in Upcoming Webinar on Foreign Trust Tax Reporting
Jack Brister Founder, International Wealth Tax Advisors Jack Brister, Founder of International Wealth Tax Advisors, is a noted international tax expert, with...
Third Quarter 2021 U.S. Economic Outlook: Vaxed, Taxed, and Roaring Back
Itâs been a year and a half since the onset of COVID-19, and thereâs 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.
Get Ready for New Rules: The Biden Administration is Homing in on GILTI
Jack Brister Founder, International Wealth Tax Advisors Jack Brister, Founder of International Wealth Tax Advisors, is a noted international tax expert, with...