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Examples of cases handled

By your side to resolve the situation

The clients of the firm have different profiles: entrepreneur, shareholder, employee, self-employed, retiree, annuitant, heir, student, etc.
The firm has worked on many different cases:

By your side to resolve the situation

T

he clients of the firm have different profiles: entrepreneur, shareholder, employee, self-employed, retiree, annuitant, heir, student, etc.

The firm has worked on many different cases:

Regularization of US tax situation

For example, the firm handled many cases of regularization of US tax situation for “Accidental Americans” as well as for other US Nationals. To the extent possible, the “Streamlined foreign offshore procedure” is used to minimize penalties and number of past income tax returns.

Renunciation of US citizenship

In a number of cases, the firm also provided tax advice and assistance to clients requesting it with a renunciation of their US citizenship.

Regularization of French tax situation

The firm provided tax advice, assistance and representation to individuals who wanted to regularize their tax situation in France and optimized tax costs by defending them and negotiating transactions with the French tax authorities.

Tax audit

The firm provided tax advice, assistance and representation to individuals in the context of a tax audit by the US or French tax authorities, and by obtaining US and French tax refunds.

Inheritance

It provided tax advice and assistance to individuals who inherited US assets (real estate or other assets) while they were tax residents of France.

Upstream advice

During consultation or meetings, the firm committed to provide upstream advice to clients in order to optimize tax costs or avoid hidden costs that could be generated via transactions (sale of real estate, gift etc) or in specific situations (marriage under a regime of community property, French tax deferred or tax exempt regimes etc).

Holding of non US entities

The firm also provided advice and assistance to US shareholders with tax obligations related to the holding of shares in non US companies (SA, SARL, SCI etc) and with the optimization of the transition tax and the GILTI tax.

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