Cross-Border Strategic Advisory Session

Service Description

This private strategy session is designed for internationally active individuals who require structured coordination between U.S. tax regulations and cross-border Social Security systems. During this 60-minute advisory meeting, we evaluate your tax exposure, reporting obligations, retirement positioning, and long-term compliance risks under both U.S. and international frameworks. This is not a transactional tax appointment. It is a high-level strategic discussion focused on: • U.S. tax structure and IRS compliance exposure • Foreign asset reporting (FBAR / FATCA) • Double taxation mitigation considerations • U.S. Social Security eligibility analysis • Brazil–U.S. Totalization Agreement coordination • Retirement contribution optimization • Preliminary strategic roadmap recommendations All sessions are confidential and require full payment prior to scheduling. No free consultations. No informal inquiries. Structured advisory only.