Practice Area
Individuals & families
Tailored guidance for expatriates, multinational families, and high net worth clients whose lives, and tax exposure, cross borders.
U.S Citizens Living Abroad
Annual tax return preparation
Guidance on foreign tax credits, foreign earned income exclusion, and FBAR/FATCA reporting
Voluntary disclosures and expatriation strategies
Multinational Families
Navigate differing property‑rights regimes (civil‑law vs. common‑law) and their U.S. income and estate tax implications
Address built‑in gains, cross‑border estate/inheritance tax, and gift‑tax considerations
Trusts & Estates (Tax Advisory Role)
Counsel trustees and executors on U.S. tax issues affecting trusts and estates, including undistributed net income (UNI) and income‑in‑respect‑of‑a‑decedent (IRD) matters
Non‑Residents Investing or Relocating to the U.S.
Federal income, estate, and gift tax planning
State tax considerations and tax treaty benefits
Employment tax guidance and totalization agreement relief
Pre immigration tax strategy for HNW individuals
Tax Law Guidance
Advice and guidance on questions of tax law, including issuing tax opinions to clients
Investment transactions
Employment and compensation issues
Deductibility of expenses
Foreign Banking & Securities
Help clients select optimal domiciles and service providers for offshore accounts, balancing diversification goals with compliance obligations.
Formation of tax-optimal investment and asset holding structures, including family-owned life insurance companies
Trusted across borders
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Structured a French family business succession plan for mixed-citizenship heirs, aligning French inheritance law with U.S. tax efficiency.
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Provided ongoing counsel to an Isle of Man family spread across the U.S., the UK, and the island itself.
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Advised an Isle of Man trust with U.S. beneficiaries on UNI taxation.
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Assisted executors of a deceased Isle of Man resident with U.S. income and estate-tax exposure, and facilitated asset transfers to heirs.
CASE HIGHLIGHTS
Frequently asked QUESTIONS
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Yes! Many of my clients live outside the United States. Although I can only advise on US tax matters, I frequently work with clients who live all around the world.
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It depends on the nature of the matter. I charge a fixed fee for the initial consultation, at the end of which we discuss next steps and appropriate fee arrangements. I know that clients are concerned with agreeing to open-ended hourly fees, so I try to quote a flat fee whenever that is practical.
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Please describe to me why you are contacting me, and give as much background as possible. You should also inform me of the names of any other parties that are involved, to allow me to confirm that there are no conflicts of interest. This will allow us to have a productive consultation -- at the end of the call, you should have a better understanding of the situation and what your options are.
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The goal of the initial consultation is to discuss your concern, and to allow you to decide what to do next. The consultation might be all you need to understand your situation better. If you decide not to engage me to do anything further, that is perfectly OK. If you decide to engage me for further advice, we can discuss what that should entail, what the time frame should be, and how much you should expect the project to cost.
What individual and family clients say
Trusted for generations
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★★★★★
“After my father passed away, I had no idea how complicated my family’s tax situation would become — he was Italian, and my sisters and I were American citizens living across two continents. Asher has guided all three of us for over fifteen years. As our lives have changed — the three of us now straddle the U.S., Italy, Portugal and Germany — he's adapted right along. Foreign accounts, international reporting, cross-border financial planning: I trust him completely.”
SUSANNA M. LONG-TIME CLIENT, MULTINATIONAL FAMILY
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★★★★★
“We could not recommend Asher enough. Our situation isn't exactly straightforward — we're American, but our investments are overseas. Asher does an amazing job handling our tax returns, our foreign account filings, and he even works directly with our investment advisors overseas to make sure everything is invested sensibly. He makes the complicated feel manageable. If you are looking for a tax advisor who is on top of it, and also a pleasure to work with- Asher is your guy!”
RAYNA AND ALEXIA T. INDIVIDUAL CLIENTS, OVERSEAS INVESTMENTS
GEt in Touch
Let's talk through your situation
Every matter begins with a conversation. Reach out and I'll help you understand your options.
