We help foreign nationals with U.S. assets, Americans with overseas holdings, and cross-border businesses navigate the complexities of international tax — before unseen exposures become irreversible liabilities.
From strategic advisory to day-to-day compliance, we serve as your dedicated partner for every dimension of cross-border tax and accounting.
Strategic planning for international tax positions across inbound and outbound scenarios.
Full-scope tax preparation for individuals and entities with cross-border obligations.
Structuring and advisory for businesses operating across jurisdictions.
Day-to-day accounting with the international fluency your cross-border operations require.
Every engagement follows a clear, methodical process — scoped and quoted at a flat fee before work begins. No hourly billing, no surprises.
A 30-minute introductory call to understand your situation, identify preliminary risk areas, and determine the right scope of engagement.
A systematic review of your international tax position using our proprietary methodology — covering 68 risk indicators across seven categories.
A detailed written analysis of findings, prioritized by severity, with specific recommendations and implementation guidance.
Ongoing support for executing recommendations — from tax preparation and entity restructuring to reporting and monitoring.
Biscayne Bay Advisory was founded to bridge the gap between domestic tax compliance and the complex realities of cross-border wealth. Our practice combines deep technical knowledge with the kind of structured, disciplined approach that international clients and their advisors expect.
We work alongside immigration attorneys, international real estate professionals, and domestic CPAs to ensure that cross-border tax issues are identified early and addressed properly — not discovered after the fact.
Licensed practitioner with expertise in U.S. federal and state tax compliance.
Vienna University of Economics and Business (WU Wien) — focused on cross-border structuring, treaty law, and international tax policy. Currently completing.
Background in financial strategy for internationally connected clients across multiple jurisdictions and asset classes.
Our proprietary diagnostic methodology spans seven risk categories and 68 individual indicators, covering every dimension of cross-border tax exposure.
Substantial presence test, tie-breaker rules, dual-status returns, and treaty-based residency determinations.
NRA estate exposure, situs rules, marital deduction limitations, QDOT structures, and gift tax for foreign donors.
Withholding obligations, USRPI analysis, FIRPTA exemptions, and tax-efficient disposition strategies for real property interests.
FBAR and FATCA compliance, Form 8938, foreign bank account analysis, and streamlined disclosure procedures.
CFC and PFIC analysis, Subpart F and GILTI, Forms 5471 and 8865, entity classification elections.
Form 3520/3520-A compliance, foreign trust classification, distribution reporting, and grantor trust rules.
Pre-arrival structuring, basis step-up strategies, foreign pension optimization, and transition planning for new U.S. residents.
Tax treaty analysis, limitation on benefits, reduced withholding rates, and treaty-based return positions.
Covered expatriate analysis, mark-to-market calculations, deferred compensation, and exit tax planning for departing U.S. persons.
Begin with a confidential introductory call to discuss your cross-border tax situation. There is no obligation and no fee for the initial conversation.