Global tax and financial planning capabilities
Addressing your global and cross-border planning needs
Global tax and financial planning capabilities:
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Our four-step approach to global tax and
financial planning:
EY is uniquely positioned to provide individual
cross-border tax planning and compliance services
to meet the growing needs of our internationally
mobile clients, including executives, entrepreneurs
and global families.
Cross-border tax planning services:
• Multi-jurisdictional tax planning
• Pre-immigration planning
• Expatriation consulting and analysis
• Cross-border wealth transfer planning
• Tax-efficient entity structuring
• Cross-border investing
With dedicated Personal Financial Services
professionals from member firms of the global EY
organization around the world, we are recognized
as a thought leader in this area. We can assist with
a broad range of asset types, including foreign and
domestic trusts, corporations, real property,
operating businesses, stock options, deferred
compensation and carried interests.
Cross-border tax compliance services:
• Preparation of US income, estate and
gift tax returns for US citizens, tax
residents and foreign nationals
• Coordination of global income tax return
preparation for individuals, business
entities, trusts and estates
• Review of global tax and
informational filings
Our global teams bring deep experience and can
provide a wide range of personalized services,
including the following:
1.
Meet and organize — Define goals, objectives and
preferences. Identify priorities, agree upon
timeline and select global team members. Gather
personal financial planning and tax information.
2.
Analyse — Review financial and tax information for
planning and compliance opportunities. Review
home country and foreign country tax rules
relating to your specific situation. Model selected
strategies and prepare personalized reports to
illustrate the results.
3.
Implement — Meet to discuss issues and
opportunities identified and agree on next steps.
Prepare tax returns and informational filings.
Assist with development of formal financial,
wealth transfer and/or business succession plan.
Coordinate with your other advisors,
as appropriate.
4.
Monitor — Periodically review your plan and assist
you to make adjustments and changes based on
your goals, financial situation and current or
pending legislation.
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Inbound and outbound planning
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Pre-immigration planning
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Wealth transfer planning
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Cross-border investments
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Exit planning for temporary or long-term
foreign assignment
Key questions:
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Expatriation
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Are you familiar with the various tax filing and reporting obligations you have locally and abroad?
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US and offshore compliance
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Do you have plans to change your residency or citizenship?
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Have you analysed how various tax rules may impact you and the investments you are making locally
and abroad?
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Have you considered the effect of intra-family transfers (loans, gifts, trust distributions and bequests) on
family members living in other tax jurisdictions?
Following our four-step approach, we will work with
you to design a global strategy that incorporates
your goals and objectives and considers the
potential effect on other facets of your
financial plan.
EY’s Personal Financial Services professionals are available to discuss your answers to these key questions.
Contact information:
EY | Assurance | Tax | Transactions | Advisory
For more information on EY’s global tax and financial planning services please contact one of
the following EY Personal Financial Services professionals at Ernst & Young LLP in the US:
About EY
EY is a global leader in assurance, tax, transaction and
advisory services. The insights and quality services we
deliver help build trust and confidence in the capital
markets and in economies the world over. We develop
outstanding leaders who team to deliver on our
promises to all of our stakeholders. In so doing, we play
a critical role in building a better working world for our
people, for our clients and for our communities.
Name
Region
Phone
Email
Alan Greenwell
East Central
+1 513 612 1466
alan.greenwell@ey.com
Elda Di Re
Financial Services
Organization
+1 212 773 3190
elda.dire@ey.com
Jeff Brodsky
Midwest
+1 312 879 3871
jeff.brodsky@ey.com
Charlie Cangialosi
Northeast
+1 212 773 2607
charles.cangialosi@ey.com
Chris Williams
Northeast
+1 203 674 3552
christopher.williams@ey.com
Ernst & Young LLP is a client-serving member firm of
Ernst & Young Global Limited operating in the US.
Greg Rosica
Southeast
+1 813 225 4925
greg.rosica@ey.com
About EY’s Personal Tax Services
Bobby Stover
Southwest
+1 214 969 8321
bobby.stover@ey.com
Susanne Morrow
West
+1 415 894 8287
susanne.morrow@ey.com
Justin Ransome
National Tax
+1 202 327 7043
justin.ransome@ey.com
Lucy Lee
National Tax
+1 202 327 7255
lucy.lee@ey.com
Marianne Kayan
National Tax
+1 202 327 6071
marianne.kayan@ey.com
We have experience working with individuals and companies
of all sizes across many aspects of the tax lifecycle —
planning, provision, compliance and controversy.
Ben Wright
National Tax
+1 202 327 6036
ben.wright@ey.com
© 2014 Ernst & Young LLP.
All Rights Reserved.
EY refers to the global organization, and may refer to
one or more, of the member firms of Ernst & Young
Global Limited, each of which is a separate legal entity.
Ernst & Young Global Limited, a UK company limited by
guarantee, does not provide services to clients. For more
information about our organization, please visit ey.com.
EY’s Personal Tax Services practices offer tax-related
domestic and cross-border planning and compliance
assistance to business-connected individuals and their
associated entities. In addition, in today’s global
environment, cross-border services help meet the evergrowing needs of internationally positioned clients. Our
dedicated resources in major markets around the world serve
individual clients needing a wide range of tax services
including tax compliance, tax planning, and tax advice
relating to their business interests, investments and other
financial-related assets.
SCORE no. YY3173
BSC no. 1312-1180092
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This material has been prepared for general informational purposes
only and is not intended to be relied upon as accounting, tax, or other
professional advice. Please refer to your advisors for specific advice.
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