US Tax & Social Security Strategy for Affluent Individuals Living in the United States
Strategic coordination between US tax regulations and international Social Security systems requires precision, experience, and discretion. We advise affluent individuals and internationally active families who demand clarity, structure, and long-term security in their cross-border financial lives.
Cross-Border Tax & Social Security Planning
Navigating U.S. tax law while managing Social Security rights across jurisdictions is not an accounting exercise — it is a strategic decision that impacts retirement, compliance, asset protection, and generational wealth.
We provide high-level advisory services focused on:
U.S. Tax Strategy & IRS Compliance
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Federal income tax planning
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Reporting foreign assets (FBAR, FATCA)
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Investment and capital gains structuring
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Double taxation risk mitigation
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International income coordination
U.S. Social Security & Totalization Agreements
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U.S. Social Security eligibility analysis
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Brazil–U.S. Totalization Agreement coordination
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Contribution strategy optimization
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Retirement benefit projections
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Cross-border benefit preservation
Who We Serve
We work with:
High-net-worth individuals living in the United States
International professionals and entrepreneurs
Families coordinating U.S. and Brazilian retirement systems
Investors with global assets and executives with cross-border income
Our clients value structure, long-term planning, and discretion.
Why Strategic Coordination Matters
Tax and retirement systems operate independently.
Without integrated planning, individuals risk:
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Overpaying taxes
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Losing Social Security eligibility
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Triggering double contributions
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Reducing retirement income potential
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Creating unnecessary compliance exposure
Cross-border complexity requires structured advisory — not reactive filing.
20+ Years of Professional Experience
Rafael Miranda Gabarra
Taise Scali Lourenço Gabarra
With over two decades of professional practice, our advisory approach is built on:
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Regulatory depth
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Cross-jurisdictional understanding
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Analytical precision
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Confidential execution
This is not transactional service. It is structured strategy.
Our Advisory Process
Step 1: Strategic Consultation (Paid & Scheduled Online)
Clients begin with a private 60-minute consultation booked directly through our online system.
Step 2: Diagnostic & Risk Mapping
We analyze tax exposure, reporting obligations, and Social Security coordination risks.
Step 3: Strategic Framework
We design a structured advisory roadmap aligned with long-term financial and retirement objectives.
Educational Insights
Our blog publishes in-depth analysis on:
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U.S. tax compliance for international individuals
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Social Security strategy for dual-system contributors
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IRS reporting obligations
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Retirement coordination between the U.S. and Brazil
Subscribe to receive strategic updates.
Schedule Your Strategic Consultation
All consultations are booked online with required payment prior to scheduling.
This ensures discretion, preparation, and dedicated advisory time.
No phone calls.
No informal inquiries.
Structured advisory only.
1 hr
650 US dollars
Get in Touch
7751 Kingspointe Pkwy, Ste 120, Office 01
Orlando, FL 32819
(407) 349-3328