Case Studies

Study 1 - The Consultant:

Richard M, a change management consultant from New Zealand, was offered a lucrative 12 month assignment in Los Angeles working for a consulting company. But neither the recruitment agency based in San Francisco, nor the consulting companies local office were willing to organise a work visa for him and his family. Luckily after he contacted and we passed his case on to our local partner in USA, a full work permit was soon in place that would cover him for his 12 month contract and give him the opportunity to work for other end clients after that assignment had finished. Even better, due to our local partners understanding of dual taxation laws and the special regulations for expatriate workers, he was earning more money than he expected.

US immigration form

Study 2 - Consultant Requiring Tax Minimisation.

Anthony, a software engineer from Germany who was working for an investment bank in New York City found that with his earnings surpassing the upper tax threshold mark he was unable to maintain the retention on his earnings through his own company. Anthony contacted and explained his situation, we then provided him with a variety of structures for him to choose from, then passed him on to our local partner that had the structure that suited him.

USA H-1B visa

Study 3 - The Recruiter:

Chicago based recruitment consultant HM had located the perfect match for her client, the New York City office of a German investment bank. But candidate was a UK citizen working in London. Unfortunately her clients only solution for a work permit was to hire the candidate permanently. This meant the candidate was refusing the position. If only there was another solution! A colleague referred her to and our local partner was able to step into the breach. By offering a conduit between agency, end client and contractor all parties needs were met and the project was able to proceed without incident.


Study 4 - The Employer:

MB, the sales representative for a fledgling Australian management consultancy had won a project to assist a Dallas based private healthcare organisation through a systems upgrade. He needed to urgently bring 7 of the staff from Australia over to support the project. Given the USA's strict immigration and business practice laws it was essential that all correct procedures were followed. But his recently established office had not yet engaged proper legal, accounting and human resources functions which made it difficult to ensure that everything was fully compliant with local regulations.

Make money Working in the US

Our local partner was able to assist him by taking on the staff as a 3rd party through the E-3 visa whilst providing all specialist tax and immigration advice. He was able to salary package his staff's remuneration to get them a higher take home pay without any cost to his company. Not only did it solve his problem, it was easy to migrate the staff back to his company when they had their internal functions in place. Please note these studies are used for information purposes only and any resemblance to persons real or imagined is purely incidental.