Maintaining foreign bank accounts can be tricky, as there are multiple reporting rules that need to be followed. The U.S. government continues to make foreign financial information filings more expansive and complicated. In fact, not filing these forms can result in penalties that may exceed the values of the…more
Over the last several years, the IRS has placed a high priority on stopping offshore tax cheating and bringing individuals back into the tax system. Ongoing efforts by the IRS, as well as the Department of Justice, have raised awareness of tax and information reporting requirements for non-U.S…more
The Firm originated as a provider of financial advisory and investment management services to primarily state and local governments and non-profit institutions.