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Tax Planning

New Situation, New Policy, Legitimacy and Compliance

In the context of clear tax system and transparent information, the exchange of international tax information and anti-money laundering action are in full swing, with the active cooperation of many countries around the globe, thus making the hidden assets visible. The true security depends on the compliance with the international tax transparency and anti-money laundering rules, consistence with the OECD’s requirements on tax transparency and international tax cooperation and willingness to become a legal taxpayer and taxing entity. All entities are required to meet FATCA and AEFAI, and all entities and UBO (Ultimate Beneficial Ownership) to fully comply with the tax rules in the administrative regions where they are living.

Our Services
Compliance Structure
Stop the blind outflow of capital and passively becoming the target of anti-money laundering action. The Chinese people should pay special attention to the multiple taxation and even tax crimes resulted in by their ignorance of laws. Nautilus Family Office has been cooperating with various experts and utilizing practical operation cases, to help investors think reasonably, understand professional judgments, and use appropriate methods to build a rational eco environment for assets under the legal architecture, thus allowing investors to truly find their inner peace.
New Immigrant Tax (US)
Every new immigrant investor in the United States will have to cope with various complicated affairs in the future, such as global taxation, global asset allocation, family asset inheritance, and settling down. Our team will assist investors in tax planning in advance and lead new immigrant investors into the right track in tax paying, and meanwhile further provide investors with excellent taxation service and asset optimization program after they have arrived in the United States, so that they can easier start a new life.
Our programs involve the basic interpretation of US tax affairs, setup of retirement account, retirement planning, wealth inheritance planning, trust planning, alternative investments, etc. What we are offering are exclusive programs that combine the tax systems of both China and the United States, laws and expectation of investors.
US Tax Returns
Nautilus Family Office has taken the fact into account that many investors, though as the tax residents in the United States, still set their career and family in China and do not live in the United States. In order to improve the convenience of annual tax declaration and reduce the extra time cost of investors, we offer comprehensive tax declaration service. As a long-term investment advisor for investors, we will follow up the related tax affairs on a regular basis to avoid unnecessary troubles incurred due to the missing of information.
Meanwhile, for the investors who are not the US tax residents, we also provide the tax declaration service for their US assets. We will help them make investment in the US, apply for the local tax ID, manage and optimize tax structure, and ensure the rationalization of tax, in order to reduce the possibility of tax withholding and increase the potential return on investment.