Advice on tax policy implications of various legislative and regulatory proposals.

Analysis of implications of non-US investor taking position in the US on their non-US investment portfolio from a US tax perspective (PFIC analysis, MTM election, etc.)

Optimal FTC analysis for US citizen living abroad prior three years. Conclusion that US filing not required, but voluntary US filing led to excess tax credit position that created tax savings for following several years with investment portfolio tax-optimization.