U.S. tax counsel for global families

Guidance for complex
international lives, assets,
and structures.

Scroll to explore

Trusted by attorneys, fiduciaries, family offices, and private client advisors when U.S. tax issues cross borders.

Foreign Trust Reporting FBAR Compliance Pre-Immigration Planning NRA Tax Planning Voluntary Disclosure FATCA Compliance Cross-Border Estate Planning Inbound U.S. Investment Gift Tax Structuring Expatriation Planning Foreign Asset Reporting U.S. Real Estate for Non-Residents Foreign Trust Reporting FBAR Compliance Pre-Immigration Planning NRA Tax Planning Voluntary Disclosure FATCA Compliance Cross-Border Estate Planning Inbound U.S. Investment Gift Tax Structuring Expatriation Planning Foreign Asset Reporting U.S. Real Estate for Non-Residents
Our Practice Areas

Where IWTA
adds clarity.

Cross-border wealth often creates U.S. tax questions that do not fit neatly inside an international estate plan, investment structure, or compliance file. IWTA focuses on the issues where international tax technical judgment is essential.

Foreign Trusts and Gifts
Form 3520, Form 3520-A, foreign trust classification, beneficiary reporting, and planning around foreign wealth transfers.
Form 3520 Form 3520-A Trust Classification
Global Families with U.S. Connections
U.S. income, estate, gift, and information reporting issues for families with assets, residency, or beneficiaries across jurisdictions.
Cross-Border Estates Gift Tax Information Reporting
Expatriation and Residency Transitions
U.S. tax considerations for individuals entering or exiting the U.S. tax system.
Exit Tax Covered Expatriate Pre-Immigration
Inbound Planning
U.S. tax planning for nonresident aliens investing, doing business, or holding assets in the United States.
Real Estate Inbound Investment Treaty Planning
FATCA and Foreign Asset Reporting
Form 8938, FBAR coordination, entity classification, and foreign financial account disclosure strategy.
Form 8938 FBAR FATCA
Advisory Support

Technical analysis and second-chair support for trust and estate counsel, fiduciaries, family offices, and private wealth teams navigating U.S. international tax questions within a broader matter.

Second-Chair Support Technical Memos Attorney Referrals

A specialist's approach to
cross-border complexity.

IWTA is built for matters where precision matters. We identify the U.S. tax issue, map the reporting and planning consequences, and give advisors and families clear guidance they can rely on before decisions are made or filings are due.

01
Technical First
Every recommendation begins with the governing tax rule, reporting obligation, and planning consequence.
02
Advisor Aligned
We work alongside attorneys, fiduciaries, and family offices without disrupting trusted client relationships.
03
Clear and Practical
Complex analysis is translated into direct guidance, next steps, and documentation that supports the file.
Partnered Network
🇺🇸
United States
Primary Practice
🇬🇧
United Kingdom
Partner Network
🇪🇺
Europe
Partner Network
🇰🇾
Caribbean
Partner Network
🇸🇬
Asia
Partner Network
🇦🇺
Australasia
Partner Network
🇦🇪
UAE
Partner Network

Built for global families and
the advisors around them.

IWTA serves families whose lives, assets, citizenship, residency, and structures cross borders. We also support the professional advisors who need U.S. international tax input before implementing a plan, accepting a fiduciary role, or advising on a structure.

Global families with U.S. beneficiaries, assets, or reporting obligations
Trust and estate attorneys advising international clients
Fiduciaries administering foreign or cross-border structures
Family offices coordinating multi-jurisdictional planning
Private wealth advisors managing internationally connected clients
Founder & Team

Senior U.S. international tax
judgment for global families
and their advisors.

IWTA is built around direct access to experienced U.S. international tax counsel. We advise global families, fiduciaries, family offices, attorneys, and private client advisors on the U.S. tax issues that arise when lives, assets, trusts, entities, and reporting obligations cross borders.

Jack Brister — Founder & Principal, IWTA
Jack Brister
Founder & Principal

Jack Brister is the Founder and Principal of IWTA, a U.S. international tax advisory firm focused on global families, fiduciaries, and the private client professionals who serve them. His work centers on complex cross-border tax issues, including foreign trusts, U.S. reporting obligations, inbound planning, expatriation, and the U.S. tax consequences of international wealth structures.

Jack advises clients and collaborating professionals with a technical, practical, and confidential approach. He is often engaged where U.S. tax rules intersect with foreign trusts, non-U.S. family wealth, global mobility, and multi-jurisdictional planning.

Foreign Trusts Cross-Border Tax Inbound Planning Expatriation FBAR & Reporting
Technical Precision

We begin with the governing U.S. tax rules, reporting obligations, and planning consequences. Our goal is to provide analysis that is accurate, supportable, and useful to the advisor or family making the decision.

Advisor Alignment

We work alongside attorneys, fiduciaries, family offices, and private client advisors. Our role is to clarify the U.S. tax issues while respecting existing client relationships and professional responsibilities.

Practical Clarity

Complex rules are translated into clear guidance, next steps, and documentation. We focus on what the client and advisory team need to know, decide, and do.

Have a cross-border
U.S. tax question?

We accept confidential referrals from attorneys, fiduciaries, family offices, and professional advisors. If IWTA can help, we will explain how. If another resource is better suited, we will say so plainly.

🇺🇸
New York, United States
132 W 31st Street, 9th Floor, New York, NY 10001
📞
(212) 256-1142
Monday – Friday, 9:00am – 5:00pm EST
✉️
info@iwtas.com
Confidential enquiries welcome
Request a Confidential Consultation