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US exit preparationThe guide gives you a starting topic. Change or add goals below. Nothing is marked complete for you.
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Related to your guide
Separate nationality procedure from tax analysis. Gather the questions for directly engaged nationality counsel and a US expatriation tax professional before making an irreversible decision.
Open the related guideWhat must change, for whom, and by when? Separate a firm external deadline from a preference.
Open the related guideList citizenships, current residence, tax residences, businesses, family members, and the professionals already involved. Keep the actual records in your own secure storage.
Open the related guideRecord how the wealth was earned, how the amount for this project is held, and the transfers that connect those stages. Note gaps before ordering certified documents.
Open the related guideRecord the status of the previous five tax years, assets, pensions, trusts, businesses, and unresolved filings. Do not treat a net-worth threshold as a complete exit-tax test.
Open the related guide