Compliance
While other firms have avoided assisting clients with Report of Foreign Bank and Financial Accounts (FBAR), Andersen views this as an integral part of servicing the needs of our clients with international wealth. In addition, we provide compliance services in connection with:
- Income, gift and estate tax returns
- Compliance and reporting by non-U.S. entities (e.g., partnerships and trusts)
- Transfers to, and interests in, foreign entities
- Conversion and translation of foreign accounts to U.S. tax principles
Managing Directors
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David Roberts
New York, NY
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Yichen Shepard
San Francisco, CA
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web page
Integrated Planning & Compliance