We offer bilingual US-China wealth planning — from FBAR compliance to cross-border estate design.
中英双语服务 · 跨境财富规划
Bank accounts, property, or investments in China that may not be fully reported on FBAR (FinCEN 114), Form 8938, or Form 3520. The penalties for non-compliance can be severe — often exceeding the value of the unreported asset — and voluntary disclosure options become more limited over time.
A PRC social insurance balance, employer pension, or other retirement account that creates complex questions for US tax purposes. How is it taxed? Does the US-China tax treaty provide any relief? Does it trigger Form 8938 or PFIC rules? These questions rarely have simple answers.
Children in the US, parents or siblings in China, assets in both countries. Estate planning must work across two legal systems. Gifts from foreign family members may trigger Form 3520. Beneficiary designations, trust structures, and power of attorney documents all need to function in both jurisdictions.
Annual FinCEN 114 and Form 8938 coordination, integrated with your US tax return. We review your full cross-border asset picture to ensure nothing is missed — and assess prior-year compliance where needed.
Analysis of available treaty positions — particularly for recent immigrants and dual-status taxpayers — to minimize double-taxation and avoid inadvertent treaty violations.
US tax treatment of Chinese pension accounts, social insurance balances, and employer-sponsored retirement funds — including treaty positions, withdrawal timing, and Form 8938 obligations.
Estate structures designed to work across both countries — coordinating US trusts, Chinese succession law, beneficiary designations, and gift tax reporting for large transfers from foreign family members (Form 3520).
Planning for the movement of capital between China and the US — including PRC capital controls, US bank reporting requirements, and the most efficient legal mechanisms for large transfers.
All planning conversations, documents, and written communications available in Mandarin and English. No family member is left out of a conversation because of language.
The first conversation is complimentary and available in Mandarin or English — whichever you prefer.
Request a ConsultationUS-China tax treaty, FBAR/FATCA, PRC asset coordination, and remittance strategy.
Learn moreUS income tax strategy, capital gains planning, and charitable giving structures.
Learn moreTrust structures coordinated across US and Chinese succession requirements.
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