About

I’m seeking an experienced tax strategist to design a scalable, compliant structure for a trading business. My priority is optimizing corporate and personal tax burdens during a relocation from Australia to the United States (California). Business Overview - Systematic/algorithmic trading across stocks and crypto (1.5 years profitable) - Small external capital (performance-fee only, via separately managed accounts) - Rapid scaling expected within 6–12 months Personal Context - Currently Australian tax resident with no strong ties - Expecting U.S. relocation (California) in the next 6–12 months, under a business/employment visa Goal: preserve as much capital as possible from trading profits while remaining compliant Key Priorities - Structure trading profits and performance fees (from external managed accounts) in the most tax-efficient way - Plan for transition from Australian residency to U.S. residency (timing, gains recognition, exit tax, etc.) Engagement Structure Initial Consultation (Zoom/Google Meet): Focused discussion of my tax profile, relocation, and entity options Execution (Paid Engagement): If a good fit, full engagement to implement entity/tax setup Please Highlight Your experience in cross-border tax planning (Australia → U.S.) Your approach to designing low-tax structures for trading businesses Examples of where you’ve advised on both corporate and individual tax optimization