• International Trust and Estate Advisory

Resources for an increasingly complex world.

The international marketplace presents both significant opportunities and challenges for individuals and families – and no two are alike. With over 1,200 offices in more than 150 countries, BDO provides an exceptional range of international tax professionals, ready to assist in a collaborative manner on cross-border issues, both common and unique.
 
Our estate planning services work collaboratively with clients to identify and prioritize goals for the preservation and distribution of family wealth. We perform estate tax projections and liquidity analysis, and identify strategies to limit wealth transfer taxes. We have significant experience with business succession planning and structuring the acquisition of life insurance.
 
The International Tax Advisory team advises on foreign investments made by U.S. citizens, U.S. investments by foreign citizens, and tax planning on a variety of international tax issues:
 
  • Transfer planning
  • Investment structuring
  • Consulting
  • Compliance (including Forms 3520 and 3520-A related to foreign trusts and inheritances)
  • Due diligence
  • Indirect taxes
  • Cross-border tax planning (both inbound and outbound)