The interdisciplinary tax-consulting teams at AXE are always up to date and are also exceptionally well informed about inter­national developments. We provide answers to all your questions regarding tax. We assist everyone with the same passion and attention, from multinationals with operations in several jurisdictions to small businesses planning their first business establishment abroad.

Our TAX services are divided into four main areas: individual tax, corporate tax, trust and estate planning, and international tax.

Individual Tax

We offer the following individual services:

• Income tax projections and preparation.
• Tax analysis of real-estate and business purchases and dispositions.
• Multi-generational tax planning.
• Wealth transfer planning.
• IRS and state controversy representation.
• Residency issues.
• Federal and state tax return preparation.

Corporate Tax

We offer the following corporate services:

• Tax return compliance.
• Tax due diligence.
• Research credit calculations.
• Tax credit identification.
• Audit and appeal representation.
• International tax assistance.
• Federal income tax planning.

Trust and Estate Planning

We offer the following trust and estate planning services:

• Discuss and identify your wealth preservation goals.
• Read your wills and trust instruments and review your schedule of assets.
• Estimate estate taxes under current estate plans, if any exist.
• Strategize alternatives and quantify potential tax savings.
• Examine any family-owned business issues including valuation, alternative methods of paying estate tax, and the transfer and/or disposition of business interests.
• Develop a lifetime gift program utilizing appropriate vehicles such as annual exclusion gifting, family limited partnerships, charitable trusts and qualified personal residence trusts.
• Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it.
• Ensure the proper implementation of the estate plan.
• Prepare estate, gift, fiduciary, and non-profit tax returns.
• Review and update your plan as family or business situations change.
• Prepare estate and trust accountings when needed.

International Tax

We offer the following international services:

• Anti-deferral strategies
• Subpart F, BEAT, GILTI, FDII
• Foreign Tax Credit (FTC)
• Tax treaty interpretation and planning
• VAT advisory and compliance
• FATCA and FBAR
• Withholding tax due diligence

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