Pre-Immigration Tax Planning
MABE International Advisors provides
pre-immigration tax planning to help individuals and families prepare before moving to the United States. With the right strategy in place, you can avoid costly tax surprises and protect your financial future.
Timing matters in U.S. tax residency
Moving to the U.S. can create unexpected tax obligations if you don’t plan ahead. The timing of your relocation, the sale of assets, and even how accounts are structured can impact how much you owe once you become a U.S. resident. Without preparation, immigrants often face higher tax bills than expected. Pre-immigration planning ensures you understand the rules before your move so you can avoid these challenges.
Proactive steps to reduce future tax liability
Our pre-immigration tax services are designed to help you manage your finances before arriving in the U.S. Depending on your situation, strategies may include:
- Adjusting the timing of income or asset sales to reduce taxable events
- Structuring ownership of foreign real estate or businesses
- Establishing trusts or entities to protect assets and reduce exposure
- Planning gifts before residency to optimize estate and gift tax treatment
These strategies are tailored to your unique circumstances, ensuring you arrive in the U.S. with a clear plan.
Planning across borders for maximum benefit
Every move involves more than U.S. tax law—it also affects how you’re taxed in your home country. We work with clients from Latin America, Europe, and beyond to coordinate strategies that optimize both sides of the equation. This often includes reviewing tax treaties and ensuring compliance while avoiding double taxation.
Plan months in advance for the best results
The earlier you begin planning, the more opportunities you have to reduce tax exposure. Ideally, clients should start their pre-immigration planning six months to a year before relocation or green card approval. Even if your timeline is shorter, taking steps now can still save money and stress. Our bilingual team provides confidential, personalized advice to guide you through the process.
