English
VietnameseInternational Tax Advisor
U.S. Tax Advice
The United States tax law is the most sophisticated in the world. It is fraught with traps for the unwary.
Accordingly, in addition to providing expert Immigration Law advice for EB5 Visa as well as non-immigrant E2 Visa/L-1 Visa, H-1B and other U.S. visa applicants seeking to move or do business in the U.S., Davies & Associates proactively addresses the client's manifold U.S. tax legal planning needs.
The Immigration Law Counsel and the Tax Legal Counsel provided are fully integrated and tailored to the client's unique global facts and commercial and personal objectives.
By engaging proactively in careful United States income and transfer tax planning both prior to commencement of U.S. tax residency including receipt of Green Card and thereafter, the U.S. visa applicant may thereby substantially mitigate or avoid unexpected adverse U.S. tax costs and thus reduce liability to U.S. taxes, both for the U.S. and global business and personally.
Our solution
By engaging proactively in careful United States income and transfer tax planning during the window period prior to receipt of the Green Card and commencement of U.S. tax residency and thereafter, a client may substantially mitigate or avoid unexpected adverse U.S. tax costs and future IRS tax audit consequences and thereby reduce liability to U.S. taxes.
Our international tax advice for individuals makes the entire process easier for you. Our clients have come to rely on our global tax advice to help guide them through the process of emigrating to the United States or establishing their businesses there.
The United States tax planning services offered by Davies & Associates LLP would cover any, or all, of the following three areas:
A. U.S. Income Tax Planning for the U.S. and Global Business:
U.S. Tax Objective-- To Lower the Global Effective Tax Rate
i. Structuring formation of the U.S. business based on the business plan in a tax-efficient manner including choice of entity and equity ownership
ii. Structuring the U.S. business within the context of global business operations to shield the offshore business earnings of foreign affiliates from United States taxation including imposition of the harsh business profits tax, on the U.S. business profits.
iii. Tax-efficient transfer of the CEO from the overseas entity under the L-1A visa
iv. Structuring ongoing operations of the U.S. business to minimize U.S. tax on business profits
v. Structuring intercompany transactions with foreign affiliates in tax-efficient manner.
vi. Structuring the holding and global exploitation of the Group’s intellectual property {IP} in a tax-efficient manner to reduce U.S. income tax on global profits.
vii. Advising on setting up stock option plan or restricted stock plan for U.S. business in tax-efficient manner.
B. U.S. Federal and State Personal Income Tax Planning ;
i. viii, Advise on U.S. pre-tax residency//pre-Green Card personal income tax planning and restructuring of global assets/investments for client and family for tax efficiency;
ii.
iii. ix. Structuring purchase of U.S. real property or investing in U.S. stocks while Nonresident in tax-efficient manner;
x. Advise on implications of change in United States personal income tax status from Nonresident to Tax Resident including:
- a. Worldwide personal income tax planning with double taxation relief strategies coordinating with client’s overseas tax advisor;
- b. Advise on U.S. tax legal impact on existing overseas entities including substantive U.S. tax-efficiency planning for the entity and federal tax reporting requirements; and
- c. Advise on personal tax reporting requirements re offshore bank accounts and certain other offshore financial assets.
C. Long-term United States Gift and Estate Transfer Tax Planning including Tax-efficient Succession
i. Advise on U.S. transfer tax planning strategies for client and family for tax efficiency prior to U.S. tax residency;
ii. Advise on tax optimization with respect to Offshore Family Trusts prior to U.S. tax residency;
iii. Advising client with respect to lifetime gifting of global properties in tax-efficient manner; and
iv. Life insurance tax planning strategies.
Watch Our Webinar on US Tax Planning
Contact Davies & Associates Offices in United States
Check all of our locations around the world.
Company location
New York Office
1 World Trade Center,Suite 8500 New York, NY 10007
Map and Driving Directions
New York Office
200 E69th Street, 2N,New York , NY 10022
Map and Driving Directions
California Office
555 Anton Blvd Suite 150, Costa Mesa, CA 92626
Map and Driving Directions
Los Angeles Office
601 South Figueroa Street Suite 4050 Los Angeles, CA 90017
Map and Driving Directions
Chicago Office
155 N. Upper Wacker Dr. Suite 4250 Chicago, IL 60606
Map and Driving Directions
Miami Office
80 S.W. 8th St Suite 2000 Miami, FL 33130
Map and Driving Directions
Atlanta Office
1075 Peachtree Street NE Suite 3650 Atlanta, GA 30309
Map and Driving Directions
Telephone number
New York Office
+1 212 537 9196
Fax: +1 949 396-1371
New York Office
+1 212 537-9196
Fax: +1 949 396-1371
California Office
+1 (949) 620 1811
Fax: +1 949 396-1371
Chicago Office
+1 312 261 8560
Fax: +1 949 396-1371
Miami Office
+1 305 423 7163
Fax: +1 949 396-1371
Contact us by email
Looking to acquire an Investor visa?
We are known for our creative solutions that obtain "impossible" visas, we solve the most complex immigration problems for businesses, investors, individuals, and families.
Investor visa Immigration lawyer near meSeveral lawyers told me I would not be able to get a TN visa. Two weeks after contacting Davies & Associates I was working in New York, visa in hand.
Individual seeking 'Impossible' TN VisaD&A was very detail-oriented and was very thorough in what they did” L1 Visa Client. There was a lot of work on my case and worked on it 24/7 and was very patient answering all my questions.
E2 Visa ClientMy case felt complex but D&A managed the whole process carefully and helped me move seamlessly from one stage to the next.
E2 + CBI ClientD&A was my guiding light through the entire EB5 Process.
EB5 Visa ClientI would definitely be a big advocate for the rest of my life for anyone wanting to explore the Grenada Citizenship by Investment Programme leading to the E2 Visa. The most important thing is a good team behind you.. with Davies & Associates you’re in safe hands… you need someone who can give you all the support at the ground level and, again, you are well take care of by D&A. The people are really warm, very helpful and quite openminded when it comes to business… Not to mention as a passport it’s great from a travel perspective…It’s just 4/5 hours from New York.
Grenada CBI + E2 Visa ClientThe entire process of getting an EB5 visa is handled in a professional way by Mark Davies and his team. EB5 is a wonderful option for anyone considering moving to the United States if you have the means. I was hoping to use the H1B route for my children, but it became unreliable and so I looked to the EB5 Visa instead. It is great for anyone who has the resources. Mark gives you the first meetings himself which gives you great comfort. Both Mark and Sanjay are abundantly available and I even had the pleasure of hosting them at my house.
Parent of 2 EB5 Visa HoldersI'm in a process of extending my L1 visa. I submitted a few questions regarding my case and he contacted me back almost immediately both by e-mail and telephone. Unlike other attorneys I met before, he gave me the impression of knowing from the top of his head what kind of visa I have, and what actions had to be taken to extend it. He is very thorough and clear regarding the process and what to expect in terms of timelines and issues that may arise. He is constantly in contact, so you definitely know he's working on your case.
L1B Visa HolderMark Davies is a joy to work with. His extensive knowledge, speedy response and attentive service took away all my fears of dealing with immigration and visa applications. He is very generous with his time in explaining every step along the way and I have already and will in the future recommend him to anybody who is looking for an immigration lawyer.
E2 Visa for Small Professional Business With International OfficesDavies & Associates assisted us with an immigration emergency involving my brother's fiancée who was outside the United States. They assisted us in an highly professional manner, working with the relevant US embassy, US immigration and the governments of two other countries. As a result of their efforts the individual involved is now working in the United States. While their knowledge of the law is exemplary what really distinguishes this firm and attorney Davies from any other firm we have worked with is their dedication to customer service and their unrivaled level of professionalism.
Complex Fiancée Visa Need Involving Multiple International JurisdictionsSeveral lawyers told me I would not be able to get a TN visa. Two weeks after contacting Davies & Associates I was working in New York, visa in hand. I have recommended this firm to several friends and colleagues, they do an excellent job every time.
Individual Seeking 'Impossible' TN VisaI was qualified as a physician in a foreign country. Being on a J1 visa I was facing having to leave the United States and return to my home country. Davies & Associates secured one of only 30 J1 visa waivers available in my State, allowing me to work for a US hospital and remain in the United States.
Doctor Seeking J1 Visa WaiverI am very satisfied with the services Mark Davies has provided me. He has a very extensive knowledge in immigration laws and has a thorough approach to any case.
U Visa Applicant, A Victim of CrimeLooking to relocate or having trouble with a visa applicaton?
We are known for our creative solutions that obtain "impossible" visas, we solve the most complex immigration problems for business, investors, individuals and families.
Request Free Consultation