U.S. Tax Compliance Consultation

U.S. tax information is complex, and different situations require different forms to be completed; even the required entries on those forms may vary.

Joy Yang has extensive experience handling complex cases for a wide range of clients, for example, when a family leaves U.S.-situs assets (e.g., U.S. stocks held through a discretionary/managed account, or directly held U.S. equities). We advise on how to properly claim the inheritance and file compliant tax returns. In such cases, Form 706 or Form 706-NA must be filed, and there are strict filing deadlines.

Another common example is pre-immigration tax planning. Many individuals worry about double taxation after immigrating, so advance asset allocation and planning are needed. Tax planning before children go to the U.S. for education is also a frequently consulted topic. In recent years, Zhuoyue has assisted many clients in establishing tax plans tailored to each client’s circumstances.