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.
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
Intro call
We learn about your situation and confirm we can help.
Intake & docs
Answer targeted questions and upload supporting documents.
Analysis
Licensed advisor researches your specific scenario with authoritative sources.
Advisory Memo
$200–800
One-time fee · per advisory topic
- ✓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 — 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.
Schedule your free intro call
We'd like to speak with you to understand your situation and confirm we can help. This call is free and takes about 15 minutes.
By submitting, you agree to our Terms of Service and Privacy Policy.
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.