Written by Jessica Cutrera and Jelmer Kattevilder I 26 August 2026 I 8 minutes read Many successful investors, business owners, and corporate executives accumulate significant wealth through a single stock. Whether the position originated from equity compensation, an inheritance, founder shares, or years of strong investment performance, a concentrated [1] holding often has large, embedded […]
Written by Jessica Cutrera and Jelmer Kattevilder I 21 August 2026 I 11 minutes read Investors living in jurisdictions with capital gain taxes, who own a large position in a single stock often face a difficult trade-off. Selling is desired to reduce concentration risk [1], but it may also trigger significant capital gains taxes. Direct […]
Written with assistance from Daigo Sato Executive Summary The 2026 Japan Tax Reform introduces targeted measures to enhance tax equity and reduce opportunities for tax base erosion. Two key developments are: (i) the enhancement of an Alternative Minimum Tax (AMT) framework applicable to high levels of financial income, including capital gains and dividends, and (ii) […]
When relocating from the U.S. to a new country, there are all the normal considerations – sorting out visas and housing, exploring your new surroundings, adapting to a new culture, etc. Equally important, though, is paying attention to protecting your wealth and avoiding tax traps as part of both your exit from the US and […]
U.S. Tax Exposure Non-U.S. clients may be subject to U.S. tax reporting, withholding, and compliance obligations because of investing in U.S. securities or holding assets through U.S. financial institutions. These may include, but are not limited to: Applicable withholding tax rates may be affected by tax treaties, client tax residency, and the accuracy and validity […]
In the past year, several major news outlets have reported that the IRS is exploring the use of “AI agents”—software designed to help with internal search, document review, and case summarization—reportedly within groups such as the Office of Chief Counsel, the Taxpayer Advocate Service, and the Office of Appeals. For U.S. citizens and green-card holders […]
As we approach year-end, it’s an ideal time to review a few important planning opportunities that can meaningfully impact your taxes, investments, and long-term financial strategy. A proactive year-end review helps ensure you are maximizing available benefits and staying aligned with your broader goals. Below are our Top Year-End Wealth Planning Priorities to review before […]
What is Inheritance Tax? Inheritance Tax (IHT) is a tax levied on the estate of a deceased person. This includes all property, money, and possessions they owned at the time of death. The amount of tax due depends on the total value of the estate and any exemptions or reliefs available. The standard IHT threshold, […]
Reviewed by Daigo Sato The Exit Tax was introduced in Japan on July 1, 2015, for Japanese nationals, as a method for preventing tax avoidance on unrealized capital gains. However, for foreign nationals, it didn’t come into effect until July 1, 2020. Prior to the Exit Tax, it was possible to avoid Japanese capital gains, inheritance, […]
Mediation can be an effective solution for dispute resolution and a quicker, lower-cost solution versus formal legal proceedings. Often used in divorce proceedings and commercial disputes, it can be a powerful tool to help you and your counterparty agree on a path forward. Here are a few tips to help you prepare for mediation. As […]
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