Expatriates

Our expert services for foreign nationals and expatriates facilitate their operations and guarantee compliance with the laws and regulations of the United States.

The international relocation of executives and key employees is a common feature of today’s business world. Such relocations involve moving between countries with differing immigration, social security, work permit and taxation laws. To minimise inconvenience and to also benefit from tax concessions, expatriate executives and employees need timely advice on the consequences of these differences. They need tax professionals who can provide a combination of local attention and global capabilities. BDTaxGroup skilled team of tax professionals can provide you with the necessary proactive advice and support. Our specialist tax services professionals work together to plan for and provide a wide range of opportunities for both expatriate and inpatriate individuals.

What we do

Our approach

Pre-departure taxation consultation

One of the team members meet with the expatriate individual prior to departure from the home country to explain taxation consequences of departure. Opportunities for tax planning in the home country may also be identified. In addition, details of the expatriate’s situation can be gathered for forwarding to the BDTaxGroup member firm in the expatriate country.

Post- arrival taxation consultation

A member of the BDTaxGroup International representative firm in the host country contacts the expatriate before or on arrival in the host country. Again, the purpose of the meeting is to identify any tax planning opportunities in the host country, including structuring of the expatriate’s remuneration to benefit from any host country tax concessions.

Tax equalisation and tax protection calculations

Many employers offer either tax equalisation or tax protection plans to employees relocating internationally. We can calculate the tax equalisation or tax protection adjustments required under such plans. We can also assist employers in the design and implementation of these plans.

Trusts and investment holding structures

Trusts and similar entities are usually subject to special tax provisions. We can advise on the effect of these provisions for individuals who benefit from or control such entities and who are moving between countries. Advice can also be given on the establishment of trusts or investment holding structures for individuals relocating internationally.

Free Tax Planning Consultation

We offer an analysis of your previous year’s tax returns – individual/joint, trust and entity – with observations, recommendations and our thoughts regarding potential impact of proposed regulatory changes. Your BDTaxGroup  Tax Planning Consultation is then delivered to you during an in-person or virtual meeting.