Pre-Immigration & Foreign Asset Planning

Tax Planning for New Immigrants and Foreign Investors

Coordinate U.S. tax, foreign assets, business interests, real estate, and family decisions before the first U.S. return.

The intro call confirms fit and scope. Detailed review, calculations, and recommendations require a paid engagement.

Asian family reviewing a cross-border tax planning timeline with a CPA
Plan before the moveResidency timing · Worldwide assets · U.S. investments
Before arrivalFirst U.S. returnU.S. investmentsOngoing cross-border planning

A broader planning hub

Who This Is For

For families and investors whose financial life crosses borders—and whose decisions need to work together.

01

New U.S. Residents

Individuals and families with foreign accounts, companies, trusts, investments, or property.

02

Foreign Investors

Non-U.S. persons buying U.S. real estate, businesses, or other investments.

03

Business Owners

Entrepreneurs coordinating ownership, compensation, banking, and entity decisions across borders.

04

Families Moving Wealth

Families planning gifts, inheritances, education funding, property transfers, or long-term wealth structures.

Timing changes the options

Where Clients Lose Advantage

Many costly problems begin before a tax return is prepared—when residency, ownership, transfers, or purchases happen without a coordinated tax review.

Residency startswithout a clear tax timeline
Foreign assetslack complete records or basis support
Money moveswithout gift, loan, or source documentation
U.S. assets are purchasedbefore ownership and estate exposure are reviewed

Build the map first

What We Review

  • U.S. tax residency and arrival timeline
  • Worldwide income and asset ownership
  • Foreign companies, partnerships, and trusts
  • Gifts, loans, inheritances, and capital transfers
  • U.S. real estate and business investment structure
  • Income, gift, estate, and reporting coordination

A practical sequence

Your Planning Path

1

Clarify timing

Map arrival, residency, transactions, and filing dates.

2

Map the full picture

Organize worldwide assets, income, ownership, and family goals.

3

Coordinate decisions

Review tax consequences alongside legal, immigration, estate, and investment advice.

4

Implement and review

Document the plan, complete filings, and revisit it as facts change.

CPA-led coordination

How JH Group CPA Helps

01

Tax clarity

Identify the U.S. tax and reporting questions created by your residency, assets, entities, and transactions.

02

Coordinated decisions

Connect tax advice with immigration, legal, estate, real estate, and investment decisions.

03

Practical implementation

Turn the strategy into documentation, filings, deadlines, and an ongoing review plan.

Common questions

Start With the Right Questions

General information can identify risk. Your residency, ownership, family, and transaction facts determine the answer.

When should pre-immigration tax planning begin?

Planning should begin before U.S. tax residency or a major U.S. transaction whenever possible. The useful lead time depends on the family, assets, entities, and immigration timeline.

Does moving money to the United States automatically create income tax?

The transfer itself is not always the tax event. The source, ownership, documentation, residency status, and related reporting can materially change the answer.

Do foreign accounts and companies need to be reported?

U.S. residents may have reporting duties for certain foreign financial accounts, entities, trusts, gifts, and assets. The applicable forms depend on the facts and thresholds.

Can JH Group CPA coordinate with immigration and estate counsel?

Yes. Tax, immigration, estate, legal, investment, and real estate decisions often overlap, so coordinated advice can reduce gaps and conflicting assumptions.

Tax-smart planning before major money moves

Plan Before the Move Becomes a Tax Surprise.

Request a short introductory call so we can understand the situation, timing, and whether a focused planning engagement is the right next step.

Request an Intro CallDo not submit confidential tax, financial, immigration, banking, payroll, or identity information through a public contact form.

General educational information only. Tax treatment depends on residency, citizenship, treaties, ownership, entities, transactions, documentation, and other facts. Legal and immigration advice should be provided by qualified counsel.