Strategic Tax Counsel for Complex Domestic and Cross-Border Matters
Significant tax decisions are best made before a move, investment, restructuring, transfer of wealth, or sale. Saltiel Law Group advises business owners, investors, and families in the United States and abroad on the tax side of those decisions while there is still room to plan.
Established in 2018 in Coral Gables, our bilingual law firm integrates tax, corporate, and estate counsel for both domestic and international clients. We provide the legal guidance needed to align tax decisions with business objectives for companies involving multinational ownership, foreign accounts, or family office structures.
Need a U.S. tax-planning and compliance attorney with a cross-border perspective? Reach out to Saltiel Law Group to discuss your tax structure, filings, and long-term exposure.
The tax outcomes of an LLC, corporation, partnership, holding company, or foreign-owned entity depend on more than just paperwork. Ownership, income source, investor location, future sale plans, and liability concerns all play a role.
The attorneys at Saltiel Law Group review entity and investment structures from both a tax and a strategic business angle, particularly where ownership crosses borders or industries. We advise clients on considerations such as:
The right structure should reflect how money moves through the business, how owners expect to exit, and how much compliance work the structure requires each year. We also work alongside clients' CPAs and financial advisors so that planning and reporting stay consistent.
Acquisitions, sales, inbound investments, and real estate transactions involving foreign buyers, sellers, or investors raise tax questions that should be answered before purchase agreements, financing documents, entity transfers, or exit terms are signed.
Our attorneys advise on:
For foreign sellers of U.S. real estate, FIRPTA may require withholding under IRC Section 1445, and the IRS identifies the buyer (transferee) as the withholding agent in many transactions. Our tax lawyers also coordinate with the mergers and acquisitions team when a transaction might affect taxes, ownership, or future sale value.
Family wealth transfers, business succession, trust structures, gifts, and estate plans can create federal tax questions that affect multiple generations, especially when family members and assets are located in more than one country.
For U.S. and cross-border families, the following issues often require coordination across legal systems:
A business owner or investor with significant assets needs more than just estate documents. A solid plan should address taxes, corporate control, family goals, and compliance together.
The most valuable tax planning usually happens before a decision is final. Once a family becomes U.S. tax resident, an investment closes, or a business is sold, many options are no longer available.
We help clients plan ahead of:
When a tax position is questioned, the response should be part of a legal strategy. Our attorneys represent clients in IRS matters and assess how a dispute may affect the client's broader structure and future transactions.
We handle matters such as:
Compliance obligations follow from the structure a client chooses, so we address them as part of the planning rather than as a separate filing exercise. For international clients, that can include U.S. reporting for foreign accounts, foreign entities, trusts, and gifts, such as FBAR and Form 8938. For businesses and investors in Florida, it can also include state-level taxes that affect transfers and operations. A missed foreign-reporting form can lead to penalties far larger than the original tax obligation, so we identify these duties when the structure is designed.
We help clients review their tax exposure before financing rounds, ownership changes, private offerings, or international reporting issues create added risk. We work with financial services companies, fintech founders, investment groups, and private funds facing tax questions tied to capital raises, investor rights, equity compensation, digital assets, and foreign ownership.
Importers, exporters, distributors, and logistics businesses often operate across borders, with tax questions tied to foreign affiliates, intercompany agreements, and the way income is earned in each jurisdiction. We help clients structure cross-border operations so they remain consistent and defensible.
Family-owned companies and family offices face tax questions tied to ownership transfers, holding structures, generational succession, and assets held in more than one country. We help families plan these transitions so that business control, tax exposure, and family goals stay aligned.
Real estate investors, developers, and foreign buyers need tax planning that accounts for entity structure, rental income, property transfers, FIRPTA issues, capital gains, and eventual exits. Our attorneys help align ownership, contracts, and reporting duties before the transaction moves forward.
Technology companies often deal with software licensing, intellectual property ownership, founder equity, investor financing, and digital asset activity. Our tax counsel helps startups and established companies structure ownership, compensation, licenses, and transactions in a way that supports compliance and future growth.
A U.S. company may have Latin American or European owners, offshore accounts, foreign subsidiaries, and family assets held through trusts or entities abroad. That structure can create unexpected U.S. tax-reporting duties. We review foreign accounts, entity interests, transfers, and ownership records to address reporting gaps before they become penalties.
Florida real estate is a major draw for foreign investors, developers, family offices, and business owners. For foreign investors, the purchase structure often matters as much as the property itself.
Purchases, sales, leases, financing, and ownership transfers can create federal withholding (FIRPTA) and Florida documentary stamp tax considerations. A thorough legal tax review before closing can address entity structure, capital gain exposure, and future exit strategy.
Tax positions taken years earlier often surface when a business is sold, recapitalized, or passed to the next generation. Buyers and investors review prior structures, filings, and agreements during due diligence, and gaps can affect price, deal terms, or timing.
Saltiel Law Group reviews ownership, contracts, and prior tax positions ahead of a transaction so the structure supports the deal rather than complicating it.
Tax obligations are shaped by contracts, entities, ownership rights, deal terms, and estate plans. We connect those pieces so clients aren't left with isolated insights from separate professionals.
Foreign assets, overseas entities, international family wealth, and U.S. reporting duties can intersect in confusing ways. Our bilingual Coral Gables team works through these issues with a view of the client's full structure.
A strong tax plan is about more than just numbers. We review the agreements, ownership records, and transaction terms that support our clients' tax position before issues arise.
It's wise to seek legal counsel before forming an entity, buying or selling real estate, bringing in investors, moving to the United States, receiving foreign income, transferring family wealth, or responding to a notice from a tax authority. Early legal review can often preserve more options than reactive measures later on.
A tax-planning lawyer reviews entity structures, contracts, ownership records, foreign-reporting duties, transaction documents, and long-term tax exposure on their clients' behalf. The goal is to reduce avoidable risk, keep filings consistent with the law, and give all tax decisions a clear legal structure.
Yes. CPAs prepare returns and handle accounting, while tax attorneys address legal structure, risk exposure, transactions, entity documents, foreign reporting, and privileged legal advice. Many clients benefit from having Saltiel Law Group work directly with their CPA.
Before arrival or closing, it is worth reviewing when U.S. tax residency may begin, how existing foreign trusts, companies, and accounts will be treated, whether gains or gifts should be timed differently, and which U.S. reporting duties will apply. Planning at this stage often leaves more options than addressing the same issues after the move or investment.
Yes. Our attorneys review foreign accounts, foreign entities, offshore trusts, foreign gifts, international transfers, and related U.S. reporting obligations. We also coordinate with foreign advisors when a client's tax position spans more than one country.
Yes. Our attorneys handle IRS notices, examinations, and appeals, and can represent clients before the United States Tax Court. We also advise on offshore disclosure options, including the Streamlined Filing Compliance Procedures, for clients whose failure to report foreign income or assets was non-willful.
Yes. Your business tax lawyer can examine the transaction structure, purchase price allocation, asset versus equity sale issues, capital gain exposure, withholding, escrow provisions, and post-closing obligations before the deal is signed. The tax outcome should be part of the larger deal strategy, not an afterthought.
