Cross-Border Tax

Berliner Cohen's Cross-Border Tax Group focuses on U.S. and local tax issues arising from cross-border investments and transactions involving individuals, entities, trusts and estates.  California’s economy is the fifth largest in the world and is not isolationist.  Our expertise is extended through our participation in the International Alliance of Law Firms, a network of approximately 70 firms in jurisdictions throughout Europe, the Middle East, Africa, Asia, the Pacific and the Americas. 

Members of the Cross-Border Tax Group have extensive experience in strategic planning and implementation issues associated with multijurisdictional, cross-border families and their enterprises and trusts.  Sophistication in this area is important, and all of our tax attorneys possess an advanced tax law degree (LL.M. in Taxation).  

Common client issues handled by Berliner Cohen attorneys in this area include the following:

  • Cross-border tax planning and compliance work for family entities
  • Cross-border trust and estate administrations, including domestic and foreign ancillary administrations
  • Tax planning and administration for trusts having beneficiaries outside of California
  • Disputes with taxing authorities regarding foreign transactions and holdings
  • Counseling regarding unfiled FBARs and other international information returns, including Form 3520 and Form 3520-A
  • Guidance for Clients entering the IRS’ Offshore Voluntary Disclosure Program or Streamlined Filing Compliance Procedure
  • Advising on cross-border acquisitions, dispositions, restructurings and joint ventures
  • Tax planning for individuals working and living abroad and/or with family abroad

Because cross-border tax issues arise in a variety of transactions and situations, the attorneys in the group work closely with our experienced attorneys in other practice areas, such as corporate, real estate, estate planning, and litigation in order to respond to our clients’ needs. 

For more information, please contact Brian Shetler at brian.shetler@berliner.com.