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Liz McGrath

Associate Director of Tax Services

Liz McGrath has experience providing tax planning to domestic and international high-net-worth individuals and assisting with their trust and estate planning and cross-border issues. She has extensive experience with pre-immigration and expatriation planning, and foreign bank and asset reporting for individuals in the U.S. and abroad.

Earlier in her career, she worked at a Wall Street investment firm which contributed to her knowledge about net worth and cash flow accounting for wealthy families. She holds a FINRA Series 7 and Series 66 certification.

Areas of Focus

  • Analysis of U.S. double taxation agreement with foreign countries and individuals
  • FIRPTA planning for NRAs who invest in U.S. real property interests
  • Obtaining tax withholding certificates for nonresident sellers of U.S. real estate properties
  • Planning and reviewing income tax compliance strategies for international high-net-worth families and individuals
  • Reviewing FinCEN Form 114 and FATCA filings for foreign individuals
  • Tax planning with respect to immigration and expatriation issues
  • Trust and estate tax planning for foreign individuals

Education

  • Fordham University – Master of Business Administration
  • Binghamton University – Bachelor of Arts in Economics

Industries Served

  • Estate and trust planning services
  • Financial services
  • Private client tax services
  • Real estate