Location: United States
Member Since:
Nov. 03, 2022
Jack Brister EA, MBA, TEP
Biography
Jack Brister has over 30 years of experience in forensic accounting, international tax and tax law consulting. He founded International Wealth Tax Advisors (IWTA) in 2015 to specialize in servicing international private clients, foreign businesses desiring to do business in the U.S., and individuals working and living abroad. IWTA is headquartered in New York City.
Jack started his career embedded in the U.S. Internal Revenue Service’s Criminal Investigation Unit. He worked on a variety of multi-jurisdictional cases in cooperation with federal, state and local law enforcement agencies that investigate and prosecute tax evasion, as well as white collar crimes and violent crimes with a financial and tax component.
Since moving to the private sector, Jack has been servicing and advising international families, investors and foreign businesses with U.S. inbound income and estate tax matters for over 25 years. He also advises individual clients working and living outside their home country. Jack’s extensive experience working with the IRS along with his almost encyclopedic knowledge of complex tax codes and tax laws enables him to help clients turn potential problems into opportunities and mitigate financial risk.
Jack specializes in integrated income and estate tax planning. He consults extensively for global clients on the state and local tax implications arising when foreign businesses establish operations in the U.S or plan on selling their products to U.S. consumers. He works closely with clients and their legal team to anticipate and plan for maximizing wealth and minimizing U.S. income, estate, gift and State excise taxes that apply to foreign businesses selling their products or services to U.S. customers.
His clients include multinational families, investors, international businesses and U.S. taxpayers working and living abroad. His clients are from and live in various regions of the world such as Western Europe, Singapore, India, Australia, New Zealand, Brazil, Peru, Ecuador, Mexico and the Middle East .
Before founding International Wealth Tax Advisors for the purpose of servicing clients with U.S. inbound transactions and those individuals working and living abroad, Jack was the international tax group leader for two large national CPA firms. He also assisted and advised other international clients while at CPA firm Deloitte & Touche.
He has served and continues to serve as the U.S. tax counsel to the Brazilian international passenger airline Azul Linhas Aereas Brasileiras . In 2021, Jack became a regular contributor to JD Supra , the daily business-to-business publication for breaking news and expert information in legal, financial, business and tax news and compliance for the C Suite. In addition, Jack has been a contributor to Lexis’ FATCA & CRS Guide, edited by Professor William Byrnes, Executive Professor of Law – Texas A&M University Jack penned the article, Foreign Trusts: The Capital Loss Debate, published by the professional journal Trust & Estates, cited by the legal community as the leading authority specializing in international trust and estate matters. Jack Brister is a regular speaker and presenter on international tax matters.
JACK R. BRISTER EA, MBA, TEP MANAGING MEMBER & FOUNDER
Jack started his career embedded in the U.S. Internal Revenue Service’s Criminal Investigation Unit. He worked on a variety of multi-jurisdictional cases in cooperation with federal, state and local law enforcement agencies that investigate and prosecute tax evasion, as well as white collar crimes and violent crimes with a financial and tax component.
Since moving to the private sector, Jack has been servicing and advising international families, investors and foreign businesses with U.S. inbound income and estate tax matters for over 25 years. He also advises individual clients working and living outside their home country. Jack’s extensive experience working with the IRS along with his almost encyclopedic knowledge of complex tax codes and tax laws enables him to help clients turn potential problems into opportunities and mitigate financial risk.
Jack specializes in integrated income and estate tax planning. He consults extensively for global clients on the state and local tax implications arising when foreign businesses establish operations in the U.S or plan on selling their products to U.S. consumers. He works closely with clients and their legal team to anticipate and plan for maximizing wealth and minimizing U.S. income, estate, gift and State excise taxes that apply to foreign businesses selling their products or services to U.S. customers.
His clients include multinational families, investors, international businesses and U.S. taxpayers working and living abroad. His clients are from and live in various regions of the world such as Western Europe, Singapore, India, Australia, New Zealand, Brazil, Peru, Ecuador, Mexico and the Middle East .
Before founding International Wealth Tax Advisors for the purpose of servicing clients with U.S. inbound transactions and those individuals working and living abroad, Jack was the international tax group leader for two large national CPA firms. He also assisted and advised other international clients while at CPA firm Deloitte & Touche.
He has served and continues to serve as the U.S. tax counsel to the Brazilian international passenger airline Azul Linhas Aereas Brasileiras . In 2021, Jack became a regular contributor to JD Supra , the daily business-to-business publication for breaking news and expert information in legal, financial, business and tax news and compliance for the C Suite. In addition, Jack has been a contributor to Lexis’ FATCA & CRS Guide, edited by Professor William Byrnes, Executive Professor of Law – Texas A&M University Jack penned the article, Foreign Trusts: The Capital Loss Debate, published by the professional journal Trust & Estates, cited by the legal community as the leading authority specializing in international trust and estate matters. Jack Brister is a regular speaker and presenter on international tax matters.
JACK R. BRISTER EA, MBA, TEP MANAGING MEMBER & FOUNDER
Where to find Jack Brister EA, MBA, TEP online
Website: https://iwtas.com
Twitter: @tax_iw
Facebook: Facebook profile
LinkedIn: https://www.linkedin.com/company/international-wealth-tax-advisors/
Blog: https://iwtas.com/blog/
Twitter: @tax_iw
Facebook: Facebook profile
LinkedIn: https://www.linkedin.com/company/international-wealth-tax-advisors/
Blog: https://iwtas.com/blog/
Books
The Four Questions: Answering Foreign Investors’ Most Frequently Asked Questions on the Founding Principles behind the United States System of Taxation
by Jack Brister EA, MBA, TEP
Price:
$9.95 USD.
Words: 4,980.
Language:
English.
Published: March 15, 2023
.
Categories:
Nonfiction » Business & Economics » International / taxation
In my 25 years of serving wealthy international families, high net worth individuals, foreign trustees and businesses looking to expand into the United States (U.S) market, I have repeatedly been asked the same four questions. It is the purpose of this book to answer these and related questions on how the beginnings of the U.S., and the social-economic culture have shaped the U.S. tax system.
International Wealth Tax Advisors’ Best of 2020, 2021 and 2022 Blog Posts and Published Articles
by Jack Brister EA, MBA, TEP
Price:
$19.95 USD.
Words: 22,680.
Language:
English.
Published: March 7, 2023
.
Categories:
Nonfiction » Business & Economics » Accounting / governmental
This e-book compiling Jack Brister's most-read articles and blog posts of 2020 through 2022 discuss topics that underscore the complexity that taxpayers must navigate in a growing international tax world. They also indicate that taxpayers are hungry for real-time education and updates so they do not run afoul of revenue authorities. This e-book anthology is one way to start that education.