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Pre-Immigration Educational Package
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Hutchinson and Bloodgood LLP offers a “Pre-Immigration Educational Package” to assist inbound and outbound executives with the complex international tax issues that they may face with a global employment assignment.   This educational package provides pre-immigration tax planning for inbound and outbound executives. 

Our “Pre-Immigration Educational Package” consists of a partner level meeting or phone conference with the executive and the executive’s employer.  Once the issues are identified, they are summarized in a memo to the executive, and included in the fee are brief follow up questions.   In the memo we identify practical and tactical issues and opportunities for further follow up at our hourly rates and in coordination with the employer and the foreign country tax advisor.

The conversation with the executive begins with of an introduction to the US tax system as it relates to their circumstances. For the inbound executive, we cover the unique aspects of the transition year from non-resident alien to resident alien. We analyze the potential start date of US tax residency, looking for treaty relief when necessary. We identify potential opportunities to accelerate income to shield it from US and state taxation. We look at ownership of foreign entities (holding companies are quite common with these executives) and discuss the US compliance impact. 

For the outbound executive we explain the foreign earned income exclusion, foreign tax credits, tax equalization; state residency and practical considerations related to the overseas assignment. For both inbound and outbound executives we have a checklist of common areas of concern and opportunity and identify which are relevant to the executive. Through these conversations with the executives and their employers we are able to proactively identify areas which merit more analysis. This is a very personalized package much appreciated by both the executives who have participated in the process, and by their employers who have invested so much in the global assignment.

Kate Leonard, Partner, San Diego  

Kate Leonard, Partner

Our “Pre-Immigration Educational Package” is headed up by Kate Leonard. Kate offers a personalized and practical approach to ensure that the executive’s transition is smooth and does not result in any unpleasant surprises.  With over 30 years of international experience including four years in Japan, Kate has helped many of our international clients and their executives. 

If you have any executives who could benefit from this service please let us know and we can schedule a time to talk.  

7676 Hazard Center Dr.,  Suite 1150
San Diego, CA 92108 
Phone (619) 849-6500
Fax (619) 497-2391
Direct (619) 849-6547 
Cell: (858) 354-6332
Skype: kateleonardcpa 


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Hutchinson and Bloodgood LLP is an affiliate of PKF International and Allinial Global, associations of legally independent accounting and consulting firms who share education, marketing resources, and technical knowledge in a wide range of industries. We are independent accounting firms coming together to support the success of independent client companies.

@ 2019 Hutchinson and Bloodgood LLP