Andersen Tax

Andersen Tax

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International Transfer Tax Planning

Andersen Tax is the premiere tax and wealth transfer planning firm for both domestic and international wealth. Andersen Tax professionals have unique expertise and sophistication to service the needs of global wealth – and that is why clients choose us. Our professionals have extensive experience with the most complex international planning situations and routinely create practical and integrated strategies that preserve global wealth based on individual client needs.

Customized Holistic Approach

Our clients appreciate the time we take to understand their goals and motivations and develop sophisticated strategies to preserve assets across generations. Our estate planning professionals have extensive experience with the most complex situations and can create practical solutions to help you achieve your goals.

Andersen Tax takes a holistic approach in identifying and solving complex financial and family issues involved in transferring wealth among generations. Our experience with successful individuals and families gives us a broad perspective on the many planning alternatives available. We assist clients in developing integrated plans to address their unique combination of objectives, such as:

  • Wealth protection and preservation
  • Creating succession of ownership and control of closely-held businesses
  • Preserving wealth for multiple generations
  • Minimizing estate, gift and generation-skipping taxes
  • Integrating philanthropic goals with income, estate and gift tax planning

Our estate planning professionals have extensive experience with a variety of wealth transfer situations and can create practical solutions to help you achieve your planning goals. Andersen Tax provides the following services:

  • Estate planning with global assets
  • Estate planning with non-U.S. citizen spouses
  • Planning for foreign nationals investing in the U.S.
  • Asset protection planning
  • Wealth preservation, including the structuring of trusts and other entities
  • Estate, gift and generation-skipping tax compliance
  • Assistance with fiduciary accounting
  • Valuation of assets
  • Representation and support in federal or state tax audits
  • Integration of charitable and philanthropic planning

Transfer Tax Compliance

Andersen Tax delivers a full range of value-added and cost effective tax compliance services. We routinely prepare gift and estate tax returns as well as tax returns for any entities involved in the wealth planning process.