Cross-Border U.S. Investment Structuring and Reorganization Planning

Since President Trump took office in 2017, the United States has continued to apply stricter scrutiny to cross-border investments, with the aim of preventing certain taxpayers from using investments to avoid U.S. taxes. Form 5471 is primarily used to disclose a U.S. tax resident’s ownership interests in foreign corporations, helping prevent tax residents from using offshore companies for tax avoidance. Joy Yang has assisted clients with filing Form 5471 on multiple occasions.

In addition, we have helped many clients develop restructuring plans tailored to their specific circumstances and the jurisdiction of incorporation. For example, we assist clients in making entity classification and tax structure changes, such as converting an LLC’s tax treatment to a C corporation to access potential corporate tax benefits. We also support business owners through corporate transitions by coordinating and collaborating with their company accountants and legal counsel.