International Wealth Tax Advisors, LLC

About International Wealth Tax Advisors, LLC

Cross-border U.S. tax questions for wealthy families are the whole business of this small New York advisory, founded and led by Jack Brister. Work arrives mainly by referral from attorneys, fiduciaries, family offices and private client advisors who need specialist U.S. input before a plan is carried out. Matters include foreign trust and gift reporting on Forms 3520 and 3520-A, FBAR and FATCA disclosure, cross-border estates, pre-immigration and expatriation planning, inbound investment and real estate for non-residents, and treaty analysis. The practice also offers second-chair support and technical memoranda to colleagues handling wider trust or estate files. It describes a partner network spanning the United Kingdom, Europe, the Caribbean, Asia, Australasia and the UAE, while its own practice is based in the United States. The site is in English only and gives no fees, staff numbers or founding year.

Services

Practice areas are foreign trusts and gifts (Forms 3520 and 3520-A, trust classification, beneficiary reporting), US income, estate, gift and information reporting for global families, expatriation and residency transitions including exit tax and covered-expatriate analysis, inbound planning for non-resident aliens in real estate and treaty planning, and FATCA and foreign-asset reporting including Form 8938 and FBAR coordination. Advisory support covers technical memoranda, second-chair assistance and attorney referrals, plus voluntary disclosure work.

• ✕ Company formation: not listed
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed