Industries

We go deep in five sectors.

Each of our service lines is led by partners who spent their first decade inside these industries before moving into advisory. The vocabulary is second nature. The regulatory landscape is current.

Largest practice

Technology & SaaS

US SaaS companies expanding into EU and APAC. Foreign tech companies entering the US market. We handle the entity selection, treaty-qualified holding structures, and the transfer-pricing documentation that R&D centers actually need.

  • IP migration and cost-sharing
  • R&D credit coordination
  • EU DAC7 and marketplace rules
  • Pillar Two readiness
38 countries covered

Manufacturing & Distribution

Cross-border supply chains, foreign subsidiary operations, and the transfer pricing that holds them together under examination. We work with your US counsel and your foreign CPA network as a single coordinated team.

  • Transfer pricing studies
  • Customs and duty coordination
  • Foreign subsidiary provision work
  • Country-by-country reporting
Partnership specialists

Professional Services

Law firms, consulting firms, and professional partnerships with foreign partners or foreign offices. We handle the Schedule K-1 allocations and the foreign partner filings that most accountants quietly hope go unnoticed.

  • Foreign partner K-1 reporting
  • Effectively connected income (ECI)
  • Partnership withholding (1446)
  • PFIC and mark-to-market elections
Family office practice

Private Wealth

High-net-worth US individuals with foreign assets, foreign nationals with US real estate, and families structured across multiple passports. We advise family offices and the individuals directly, not through trust officers who do not answer the phone.

  • Foreign trust reporting (3520, 3520-A)
  • Estate and gift cross-border planning
  • Pre-immigration / pre-expatriation
  • Section 721(c) partnership rules
Form 990 depth

Nonprofit & Mission

US 501(c)(3) organizations with foreign grantmaking, foreign NGOs with US fundraising, and religious orders with cross-border assets. Form 990, equivalency determinations, and the FBAR disclosures that most nonprofits miss.

  • 990 and 990-T with foreign schedules
  • Equivalency determinations
  • Foreign grantmaking expenditure responsibility
  • FBAR for nonprofit signers
FIRPTA specialists

Real Estate

Foreign investment in US real estate, US investors buying foreign property, and the structures that minimize FIRPTA withholding while staying out of trouble. We coordinate with the title company, the lender, and the foreign tax advisor.

  • FIRPTA withholding and certificates
  • USRPHC analysis
  • Cross-border 1031 and like-kind review
  • Foreign property 8938 reporting