by Casper Wong | May 25, 2026 | Featured, Featured, Investment Planning
Section 962 Election: Taxing CFC Income Inclusions at Corporate Rates Overview In our previous blog on Section 956, we discussed how US individual shareholders of Controlled Foreign Corporations (CFCs) can be subject to additional income inclusions on top of the more...
by Casper Wong | Nov 13, 2025 | Featured, Featured, Investment Planning
Section 956 Income Inclusion for US Shareholder of Controlled Foreign Corporations Overview It is quite well known that US persons who own a Controlled Foreign Corporation (CFC) are typically subject to additional reporting requirements and potentially punitive income...
by Casper Wong | May 26, 2025 | Featured, Featured, Investment Planning
Overview of Tax Implications for US Persons with Non-US Trusts (Foreign Trusts) You are a US tax resident, and you are connected to a trust. There may be various reasons for your connection to the trust – for example, maybe you transferred certain assets to a...