International Tax Planning for Individuals and Businesses

Expanding to the United States? Whether you’re a foreign entrepreneur, investor, or company, smart tax planning is critical for long-term success. At Lefebvre Michel, PLLC, we help international clients structure their assets, optimize tax strategies, and stay fully compliant with U.S. and global regulations.

International Tax Planning for Foreign Individuals and Companies in the U.S.

At Lefebvre Michel, PLLC, we understand that moving to the United States, whether as an individual or as a business entity, opens up exciting new opportunities, but also brings complex tax challenges. International tax planning is essential to protect your assets, minimize your tax liability, and ensure full compliance with both U.S. and international laws.

We specialize in helping foreign individuals and foreign companies navigate the U.S. tax system with clarity, strategy, and confidence.

For Foreign Individuals:

  • Pre-Immigration Tax Planning

Before you move to the U.S., it’s critical to plan your finances properly to avoid unexpected taxation on worldwide income.

  • Residency and Substantial Presence Test Analysis

Understanding when you become a U.S. tax resident, and what that means for your obligations.

  • Structuring Asset Holdings

Advice on how to organize your global assets, investments, and trusts before and after relocation.

  • FATCA and FBAR Compliance

Assistance with reporting foreign bank accounts, trusts, investments, and companies to U.S. authorities.

  • Estate and Gift Tax Planning

Protection strategies for global wealth, including cross-border inheritance and gifting considerations.

For Foreign Businesses:

  • Entity Selection and Structuring

Guidance on whether to form an LLC, Corporation, Partnership, or Branch, and how to optimize for U.S. and foreign tax efficiency.

  • Inbound Tax Planning

Strategic advice on operating, investing, and expanding into the U.S. while minimizing tax exposure.

  • Transfer Pricing Compliance

Support for multinational companies ensuring intercompany transactions are priced correctly according to IRS standards.

  • Withholding Tax Planning

Structuring your payments (dividends, royalties, interest) to benefit from favorable treaty rates.

  • Tax Treaty Analysis

Leveraging treaties between the U.S. and your home country to reduce tax burdens.

  • International Reporting Compliance

Guidance on Forms 5471, 5472, 8865, and other IRS disclosure obligations for foreign-owned U.S. entities.

Moving to the United States is a major milestone, make sure your tax strategy is ready to support your success from day one. At Lefebvre Michel, PLLC, we are committed to helping you build a secure and prosperous future in the U.S.

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