This group of advisers are at the forefront regarding international tax compliance, disclosure and financial transparency for cross-border retirement planning and have achieved specialist knowledge to meet the critical retirement planning solutions needed by multi-national companies to integrate mobility and talent while providing their employees a cohesive benefit plan to afford retirement.
The following (list) are some of the tax and legal issues, to which specialist knowledge is required.
Deferred Tax Planning
Title 26 U.S. Tax Code
IRC Section 7702
IRC Section 72
IRS Investor control Doctrine
IRC Section 817
IRC Revenue Ruling 2003-91
IRC Revenue Rulings on Investor Control
IRC Section 83
DTA Article 18
Foreign Retirement Plan Contracts of the 70 member Countries of the
International Network of Pension
Regulators and Supervisors (INPRS)
International Organization of Pension Supervisors (IOPS)
IRS Cross Borders Regulations, Rules and Commentaries
ORSO Exemption Trust
IORP Directive 2003/41/EC
IRS Form 8621
IRS Form 8957
IRS Form 8938
IRS Form 3520
Knowledge of all of the above is the message in my book! Contact us today and we’ll send you a copy.