+1 212.279.7900

Immigration Tax Planning Advisory

Bernstein & Pinchukprovidespre-immigration tax planning, helps clients ensure their compliance on foreign assets reporting and U.S. regulation, and supports expatriation tax planning. We provide consultationto foreign nationals and U.S. citizens living abroad with the objective of providing solutions to minimize taxes worldwide, including through the application of income tax treaties and social security totalization agreements.Our team of experts has a deep understanding of international taxation issues and sensitivity to individual cultural concerns.Services include:

  • Preparation of U.S. income tax returns and other required filings for individuals with cross-border tax issues.
  • Consultation to companies with executives on overseas assignment (inbound/outbound), including assistance to human resource and payroll personnel.
  • Assistance with the calculation of gross-ups of foreign assignment allowances, tax equalization computations, and appropriate actual and theoretical withholdings.

Industry Insight


  • Gift and Estate Tax Primer
    on April 25, 2024 at 8:00 am

    Article Highlights: Exclusions from Gift and Estate Taxes Annual Gift Tax Exclusion Gifts for Medical Expenses and Tuition Lifetime Exclusion from Gift and Estate Taxes Spousal Exclusion Portability Qualified Tuition Programs Basis of Gifts The tax […]

  • Video Tips: Are You Ignoring Your Retirement Planning?
    on April 23, 2024 at 8:00 am

    Some people ignore or put off planning for their future retirement needs. Although the retirement phase of life may seem to be far in the future, to retire comfortably, people should start planning for it early in life.

  • Tax Facts about Claiming Tax Benefits for Childcare Expenses
    on April 23, 2024 at 8:00 am

    Article Highlights: Credit For Childcare Credit Percentage Child Qualifications Employment-Related Expense Taxpayer Earnings Limits Full-Time-Student or Disabled Spouse Qualifying Care Other Facts and Issues Tactic for Maximizing Credit Many […]

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Locations

New York Office
Seven Penn Plaza, Suite 830
New York, New York 10001
+1 212.279.7900
212.279.7901
646.219.8600
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Beijing Office
Kerry Center South Office Tower 1 Guang Hua Road, Unit 2419-2422
Chaoyang District, Beijing 10020
86.10.8518.7992
86.10.8518.7993
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Los Angeles Office
800 S. Figueroa Street, Suite 730
Los Angeles, California 90017
+1 213.232.1103
213.908.2368
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Shanghai Office
Jing An Kerry Centre 1515 West Nanking Road, Suite 1006 Shanghai,
China 200040
86.21.6054.5845
86.21.5212.5418
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