U.S. Individual & HNWI Tax Compliance
- Form 1040 preparation
- State tax filings
- Investment income reporting
- Equity compensation reporting
USA 5.4
Private Client & HNWI Tax Advisory
Strategic, discreet and globally coordinated tax advisory for high-net-worth individuals, executives, founders, investors and internationally mobile families.
U.S. individual and HNWI tax complianceResidency, sourcing and mobility tax planningInvestment, wealth and estate tax alignmentCross-border structuring for global families
United States service page
Service overview
Aureliant provides support across U.S. individual tax compliance, residency and sourcing rules, global mobility, investment structuring, estate alignment and cross-border tax planning.
Service Modules
Service modules and subpages
Structured from the client-provided country wireframes and CMS-ready content.
Residency, Domicile & Sourcing Advisory
- Substantial Presence Test analysis
- State domicile planning
- Multistate sourcing rules
- Exit/entry tax planning
Global Mobility & Cross-Border Tax Planning
- U.S. inbound/outbound planning
- Treaty analysis
- Foreign tax credit optimization
- Global mobility tax packages
Investment, Wealth & Portfolio Tax Structuring
- Passive income planning
- Real estate tax structuring
- Private equity and venture investments
- International investment tax mapping
Estate, Gift & Intergenerational Tax Alignment
- Gift tax planning
- Trust structuring coordination
- Wealth transfer strategies
- Cross-border estate considerations
Deep Dive
Methodology, compliance and use cases
Methodology
- Diagnostic
- Technical Analysis
- Planning
- Implementation
- Monitoring
Compliance Alignment
- IRS Code & Treasury Regulations
- State tax authority guidance
- AICPA standards
- OECD frameworks
- U.S. GAAP / IFRS
Technology Enablement
- Digital tax workflow automation
- Cloud-based documentation
- AI-assisted tax analytics
- Secure client portals
Use Cases
- U.S. businesses
- Multinational groups
- High-growth companies
- Investors and private clients
Related Services
Internal links
- International Tax
- Transfer Pricing
- Tax Governance & Risk
FAQs
Private Client & HNWI Tax Advisory FAQs
Do you prepare U.S. individual tax returns?
Yes, including federal, state, investment income and equity compensation reporting.
Can you help determine my residency for tax purposes?
Yes, including federal residency tests and state domicile rules.
Do you support cross-border individuals?
Yes, including treaty analysis, foreign tax credits and global mobility planning.
Conversion
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