International 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 as well as non-immigrant E2/L-1, 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;
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.

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Eranjan Venura Parua
Eranjan Venura Parua
3 weeks ago

"After finding D&A through an internet search in 2020, my wife and I had several free consultations with David Cantor. Despite our initial attempt at filing for our E2 visa independently ending in failure, we decided to hire D&A for their expertise and support. Over the course of four long years, Verdie and Cristina were incredibly patient as we took our time to prepare for the E2 submission. Verdie became our E2 Attorney in 2021, and from the start, Verdie and Cristina's patience was evident. Despite our intermittent engagement over the years, they always treated us with the utmost attention. Working with Verdie and the D&A team was a pleasure; their professionalism and support were unwavering. Verdie's calm demeanor and succinct communication style made navigating the process much smoother, even during complex discussions. I wholeheartedly recommend Verdie and D&A - Davies & Associates, to anyone seeking an immigration law firm who can efficiently handle their case with precision and without unnecessary fanfare. Their ability to get things done speaks volumes about their dedication to their clients' success."

Jeremy Abernathy
Jeremy Abernathy
3 months ago

I had the pleasure of working with Verdie and Nessa to obtain my E2 Visa. Their in-depth knowledge and experience allowed me to be fully prepared in my application and they were able to answer all questions leading up to the Visa interview.

Saeed Muhammad
Saeed Muhammad
4 months ago

Verdie was an amazing attorney, providing exceptional client care throughout the process. He had a great depth of knowledge in all areas on business visas in the US.

Satyabrat Chowdhury
Satyabrat Chowdhury
6 months ago

I had a great experience with Davies & Associates. They are very thorough in the approach and their have experts in this field who know the domain very well.I would certainly be leaning onto them for any future needs as well.

Tanuj Dewan
Tanuj Dewan
10 months ago

Outstanding Immigration Attorney: Highly Recommended! Rating: ⭐️⭐️⭐️⭐️⭐️ (5/5) I had the pleasure of working with Verdie Atienza and his team at Davies & Associates , a top-notch immigration attorney in the United States. Their professionalism, expertise, and dedication throughout the process were exceptional. With in-depth knowledge of immigration law, they provided accurate advice and addressed all my concerns, instilling confidence. Verdie Atienza and his team meticulously reviewed my documentation and maintained excellent communication, keeping me updated regularly. What sets Davies & Associates apart is their unparalleled attention to detail. Communication with Verdie Atienza and his team in USA and Sukanya Raman in India was always prompt and efficient. They promptly returned my calls and emails, providing regular updates on the progress of my case. This level of responsiveness and transparency significantly reduced my stress levels, as I knew I could rely on their support and guidance throughout the entire process. Their personalized approach, ethical conduct, and genuine care for my success made them an outstanding attorney. I highly recommend Davies & Associates for all your immigration needs.

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