01US estate and gift tax planning and advisory
02Estate and gift tax return filing (Forms 706 / 709)
03Generation-Skipping Transfer (GST) tax planning
04Lifetime exemption, situs, and step-up in basis planning
05Succession planning for US-connected families
06Cross-border trust, foundation, and gifting strategies
07Individual income tax return filing (Forms 1040, 1040-NR)
08FBAR and FATCA reporting (Forms 114 / 8938)
09CFC, GILTI, and PFIC reporting (Forms 5471 / 8621)
10Foreign trust and foreign-owned entity disclosures (Forms 3520 / 5472)
11Cross-border tax, residency, treaty, and Foreign Tax Credit advisory
12Pre-immigration and expatriation (exit tax) planning
