Tax & WealthTax & Wealth

Corporate Executive Programs

US Income Tax Planning and Preparation

International Tax

Helping your Employees Navigate International Tax Issues

At Tax & Wealth Management, Inc. we know that our business is understanding yours. We work specifically with US corporate executives, primarily residing in Bermuda, to plan and prepare US income tax returns. By focusing our resources in this area, we’ve gained insight into the complex tax and reporting issues that US persons residing in Bermuda often face. In addition, we are often engaged by foreign employers to assist with US payroll tax reporting matters.

What can we offer your program?

We believe in taking an integrated approach to managing your corporate executive program. This begins by making the investment necessary to fully understand your employee compensation package. We offer a dedicated team of professionals to work on each program and we are available to assist employers with respect to US payroll tax reporting matters including gross-up and tax equalization calculations. As a Certifying Acceptance Agent, we are also capable of assisting non-US persons with obtaining an Individual Tax Identification Number (ITIN).

see what we can do for you

Areas of Expertise

  • Tax planning and compliance for U.S. nationals working overseas
  • Tax planning and compliance for foreign nationals working in the U.S.
  • FinCEN 114 (FBAR) reporting
  • Form 8938 Statement of Specified Foreign Financial Assets reporting
  • US individual reporting requirements with respect to foreign trusts and gifts, corporations, and partnerships
  • Establishing a 10b5-1 plan for the sale of publicly traded stock and option exercises

Are we right for your program?

If you are looking for a CPA firm capable of analyzing and administering your corporate executive program, we may be the right fit for you.  We are able to serve as a single-source provider offering:

  • Individual tax planning and preparation
  • Pre-departure and post-assignment tax consultations
  • IRS audit representation
  • Estate planning and implementation
  • Thoughtful, independent and objective advice
  • IRS Certifying Acceptance Agent
  • Consultation regarding Form 2555 Foreign Earned Income and Foreign Housing Exclusions
  • Issues that arise from a non-resident alien married to a U.S. citizen

What Sets Us Apart

In one word: experience.

Our team of professionals at Tax & Wealth Management has years of direct experience assisting US persons working in Bermuda. We not only have the deep technical skills needed to manage a successful corporate executive program, we also have an understanding of the complex international issues related to expanded IRS offshore reporting requirements.


*References are available upon request

  • We are available to travel to Bermuda for client meetings
  • We utilize the best technology available to serve our clients
  • We invest in facilities to match those of the Big 4 firms

Let Us Help Simplify Your Life