The most common question I get during international meetings and presentations revolves around the W-8 series of forms.  The question arises under two situations: 1) Taxpayer is opening a new [...]

Now that the IRS has closed the Offshore Voluntary Disclosure Program, it has issued new guidance on how voluntary disclosures should be handled going forward.  See full text here:  OVDP Process [...]

Although it feels like we just finished addressing the transition tax, and for many people we did, it has been roughly a year since it was implemented.  Despite having a year for clarification, [...]

Last week, Deutsche Bank was raided in an investigation linked to the Panama Papers.  The Panama Papers were a set of leaked documents that contained information on extensive money laundering and [...]

During these difficult times we want to express our concern for the current situation at the San Diego / Tijuana border, while standing in solidarity with our brothers, sisters, colleagues and [...]

Over the summer, the Supreme Court issued its decision in the pivotal case of South Dakota v. Wayfair, Inc.  It will take some time to see the full effects, but for now it appears e-commerce may [...]

A common misconception is some variation of clients thinking it will be a problem if they invest through the Cayman Islands or open a bank account in Switzerland.  With the fall of the Swiss [...]

At the end of September, I spent two weeks in Hong Kong, which sandwiched in the typhoon, making presentations and meeting with contacts and clients.  As always, I wanted to share some of the [...]

With the current OVDP program ending in September, many taxpayers are either wondering what’s next, or just now realizing they have international reporting requirements and that they may have [...]

The Tax Cuts and Jobs Act created a lot of uncertainty around the meals and entertainment deductions.  Recently, the IRS has issued some informal guidance regarding the rules, but in some cases, [...]