CPA/Consultant Recommendations for Offshoring?
US-based. Not necessarily looking to offshore trust, just looking to diversify situs, custody, currency, maybe get foreign property.
Bigger firms, even ones with international divisions, don't want to touch this and have been trying to dissuade us. I'm assuming because the penalty risk on foreign returns isn't worth the fees. We aren't UHNWI but it's not like the fees aren't manageable.
Any recommendations for CPAs or tax consultants? Any suggestions on how to get folks on board? It's like 2-5 forms: FBAR, 8938, Anti-Deferral Reporting - not rocket science!
Posted Oct 10, 2025, 7:24 PM UTC
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