Expert tax advice before you act.

Exercising options? Selling property? Planning a company exit? Get a detailed advisory memo from a licensed international tax advisor — before the tax bill arrives.

Jane Doe · Cross-border review US · UK
$18,640tax savings · TY 2025

via FTC + Foreign Tax Credit

Treaty path · US → UK

United States

$18,440

Resident · 2025

United Kingdom

£1,225

Equity events · TY 2025

  • RSU vest · Tranche 02$48,200RSU
  • NSO exercise · Lot 014$31,400NSO
  • ISO exercise · Lot 017$12,860ISO

When you need an advisory memo

Any taxable event where the US and your country of residence both want a piece — and timing or structuring could save you thousands.

Equity Compensation

RSU · ISO · NSO · ESPP

Timing strategies to minimize double taxation between the US and your country of residence.

Stock Option Exercises

AMT · Treaty relief

When to exercise, how to report across jurisdictions, and treaty-based relief for cross-border option income.

Property Sales & Rental

Capital gains · FIRPTA

Capital gains exclusions, foreign tax credits, currency conversion, and FIRPTA considerations.

Company Exits

M&A · Earnouts

Structuring your exit to optimize tax treatment across both jurisdictions.

Retirement & Pensions

Roth · Treaty pension relief

Cross-border pension withdrawals, Roth conversions, and treaty-based pension relief.

Business Income

LLC · K-1 · Self-employment

Coordinating US and foreign business tax obligations for partnership and LLC income.

How it works

01

Intro call

We learn about your situation and confirm we can help.

02

Intake & docs

Answer targeted questions and upload supporting documents.

03

Analysis

Licensed advisor researches your specific scenario with authoritative sources.

Advisory Memo

Custom quote

Priced to your situation · scoped on a free intro call

  • Jurisdiction-specific tax analysis (US + country of residence)
  • Optimal timing recommendations for exercises, sales, or transfers
  • Estimated tax liability under different scenarios
  • Treaty-based relief opportunities
  • Step-by-step action plan with deadlines
  • Supporting IRS citations and treaty article references
Get started
Get started

Schedule your free intro call.

Tell us about the taxable event you're planning. We'll confirm we can help and outline the analysis on a free 15-minute call.

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Don't guess the tax implications.

Get a detailed advisory memo before you exercise, sell, or restructure — so you know exactly what you'll owe in both jurisdictions.