Roderick
Problem: As Roderick prepared to make the U.S. his permanent home, Australia hit him with a $60K capital gains tax bill, based on unrealized gains at the peak of the market.
Solution: We assembled a global tax team with Deloitte Australia and a U.S. tax attorney, crafting a plan that complied with both countries’ rules.
Outcome: By strategically transitioning his portfolio during a market dip, we reduced his Australian tax bill to just $2,300, saving him over $57,000.
