Community folder

Moving to the United States

Pre-arrival planning for investments, entities, trusts, pensions, and property.

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Questions for the community

These prompts are starting points for general information sharing. Add context, experience, and reliable public sources while keeping personal details private.

What should be reviewed before U.S. tax residence begins?

Build a general pre-arrival question list.

Moving to the United States

Which records are hardest to reconstruct after arrival?

Compare cost-basis, entity, pension, and trust documentation.

Community conversations

Questions and answers in this folder

Fictional example · Editorial conversation

Moving to the U.S.: what records should I gather now?

Sophie L.I may move from France to the U.S. next year. I have old account papers in three places. What should I gather while I'm still here?

Priya S.I'd start with a list of each account and who holds it. Then collect statements and papers that show when you bought things and what you paid.

Read the full sample exchange · fictional personas

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