
Private Clients
Brix + Partners LLC serves high net worth individuals (HNWI) and ultra-high net individuals (UHNWI) with personal or economic interests in the United States, including:
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Individuals subject to worldwide taxation in the U.S.
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Individuals subject to non-resident taxation in the U.S.
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Family offices
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Trusts and estates
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Family foundations
Tax Planning
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International tax planning and the application of double taxation agreements (DTAs)
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Tax optimization
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Optimization of state tax
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Structuring of private investments
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Investments in venture capital and private equity
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Pre-immigration planning
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Exit tax planning
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Succession planning and transfer of assets by way of gift or inheritance
Memoranda, Opinions and Other Written Advice
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Tax advice and opinions on income from foreign trusts (foundations)
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Tax advice and opinions on contracts for the acquisition of assets (real estate, art, etc.)
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Tax advice and opinions on agreements in the event of marriage and divorce
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Tax advice and opinions on moving to, or departing from, the U.S.
Comprehensive Tax Services
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Pre-immigration planning and restructuring
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Advice on and negotiation of transactions
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Advice on the establishment of family foundations
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Advice to family foundations on distributions to U.S. beneficiaries
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Probate disputes
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Estate administration
Compliance
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Preparation of income tax returns at the federal, state and local levels
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Determination of estimated tax payments, and withholding tax on business and investment income
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Analysis of disclosure obligations in the case of direct, indirect, and constructive ownership in foreign holdings; disclosure on the respective tax returns
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Preparation of gift and estate tax returns on the federal and state levels
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Compliance with other regulatory information, registration, and approval obligations
Audit, Examination and Tax Controversies
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Responding to tax notices
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Responding to information requests from the tax authorities
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Support with tax audits
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Administrative and court tax proceedings, tax criminal proceedings
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Voluntary disclosures
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Private letter rulings
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Competent authority procedures