What we offer
International Tax
The Molieri Group provides pre-immigration tax planning for persons migrating to the United States in an effort to minimize their U.S. taxes and preserve their wealth. Individuals and families who migrate to the U.S. require significant and comprehensive planning. The Molieri Group takes a holistic approach, understanding the client’s global financial position, family situation and overall financial objectives.
Real Estate
Foreign investors are attracted to U.S. real estate because of its income potential, appreciation, and future gains upon sale. However, the U.S. tax laws and regulations impose very complex rules and requirements on foreign investors and their agents, including withholding, reporting, and special taxes upon the sale of U.S. real estate or upon death. The Molieri Group provides sophisticated solutions to eliminate the estate tax exposure while minimizing the tax at the time of sale of the investment.
Domestic & Private Equity
We serve the private equity space with providing tax advice on structuring deals, optimizing tax efficiency and ensuring compliance with complex regulations. In addition, we advise on pass through taxation for partnerships specifically with complex carried interest structures and minimizing phantom income issues.
Carlos Bernard
Carolina Mateo
