Pain Points We Solve
Foreign individuals with U.S. assets often overlook estate tax exposure. Common challenges include:
- Unawareness of U.S. estate tax rules for nonresidents
- Confusion over what qualifies as “U.S. situs property”
- No clear guidance on Form 706-NA filing thresholds
- Fear of 40% estate tax on U.S. real estate, stocks, or LLC interests
- Difficulty coordinating cross-border estate planning and valuation
- Missed treaty benefits or deductions for foreign estates
Our Solutions
At Expat Tax Compass, we help foreign estates and advisors stay compliant and minimize U.S. estate tax exposure:
- Form 706-NA Preparation & Filing
- We prepare the U.S. estate tax return for nonresident decedents and ensure all assets are properly reported.
- U.S. Situs Asset Review
- We clarify which assets are taxable — including real estate, stocks, LLCs, and tangible property.
- Estate Tax Treaty Optimization
- We apply treaty benefits to reduce or eliminate U.S. estate tax where applicable.
- Valuation & Deduction Guidance
- We assist with asset valuation, allowable deductions, and executor responsibilities.
- Cross-Border Coordination
- We work with foreign attorneys and advisors to align U.S. filings with local estate procedures.
- Flat-Fee Packages & Bilingual Support
- Transparent pricing and resources in English and Spanish.
Who We Help
We work with:
- Foreign individuals who own U.S. real estate or stocks
- Nonresident decedents with U.S. situs assets
- International families managing cross-border estates
- Foreign executors and legal advisors
- Global investors planning for U.S. estate tax exposure
Foreign Estate with U.S. Assets? Let’s Get It Right.
Let Expat Tax Compass be your guide.
Schedule a consult or download our Foreign Estate Tax Checklist to get started.