CASE STUDIES

Charitable Lead Trust (CLAT) with phantom income

Business owner contemplating a future sale of the business

Business owner with business operating income

Individual, corporation or trust with taxable investment portfolio

Hedge fund manager with "carried interests"

ETFs, Insitutional funds, and other pooled interests

Captive Insurance Companies (CICs)

Passive Foreign Investment Companies (PFICs)

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Individual or family who has a private foundation

Receipt of large settlement proceeds

Business owner contemplating an IPO

FIRPTA: Non-US Citizen - Investor in US Real Property

ECI: Non-US Citizen - US Effectively Connected Trade or Business Income

Puerto Rico Act 20 Beneficiary with US Source Income

USVI EDC Beneficiary with US Source Income

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