Cross-border family dynamics and international wealth can create significant U.S. tax complexity — even when transactions appear simple.
At CGC International Tax, we support both domestic and international individuals and families with the compliance and reporting challenges that arise from cross-border estates, gifts, trusts, and asset ownership.
We assist with U.S. tax filings and disclosures related to foreign bank accounts, foreign trusts, non-U.S. entities, and inherited or gifted assets. This includes preparation of Forms 3520, 3520-A, 8938, 5471, FBARs, etc. as well as federal gift and estate tax returns (Forms 709 and 706). We help clients understand their U.S. tax obligations when receiving or transferring wealth across borders — whether between family members, generations, or jurisdictions.
For families with members in multiple countries, we provide guidance on how trust structures, entity ownership, and asset location may impact their U.S. reporting and compliance exposure. For U.S. taxpayers receiving foreign gifts or distributions from non-U.S. trusts, we help ensure that proper reporting is completed and penalties are avoided.
What Sets CGC Apart
We also work with domestic high-net-worth clients who may not have international ties today — but who are planning for future global expansion, gifting, or investment. Our work in this space is often proactive, helping families structure assets in ways that will reduce reporting burdens and avoid unpleasant surprises.
Where legal input is needed — such as reviewing foreign trust deeds, drafting gift documentation, or setting up domestic or offshore entities — we collaborate with our sister law firm to ensure a seamless legal-tax interface. And for more complex tax planning projects, we bring in our affiliate, Schwartz International, to provide strategic input. We meet private clients where they are — helping them stay compliant, minimize risk, and build a globally aware tax foundation for the future.