This guide is intended for individuals considering a move to the United States, especially those individuals with substantial wealth who need to organize their financial affairs before landing. It provides insight into topics on tax planning for foreign individual,s including residency, pre-residency income tax planning, pre-domicile transfer tax planning, and state and local tax.

The QSBS provisions were enacted into law in 1993

Andersen Global extends its African footprint with collaborating firm ADS Valuation Services PLC, enhancing its valuation capabilities and solidifying its platform in Ethiopia.

Andersen Managing Directors Deanne Morton and Jin Choi are speakers at the TEI Vancouver Chapter Event on March 4, 2025, at the Vancouver Club.

Andersen Managing Director Deanne Morton with Andersen’s Tax Controversy practice is among those with principal responsibility for preparing Comments on Proposed Amendments to Circular 230 and Regulations Governing Practice Before the Internal Revenue Service

While interest rates and the rate of inflation have trended downward over the last couple of years, both measurements remain high relative to recent cycles. With the 2025 tax season upon us, successful business tax planning requires being informed and adaptable to the dynamic economic environment.

Private company stock secondary transactions have significantly increased over the last several years due to market trends, such as delayed initial public offerings (IPOs) for private companies, increased demand for liquidity among employees and early investors.

Many tax professionals and their clients have on their minds the favorable individual and estate tax provisions enacted under the Tax Cuts and Jobs Act (TCJA) of 2017 set to expire at the end of 2025.