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The Cross-Border Wealth Playbook →
The Cross-Border Wealth Playbook · Free Tool

Moving to the US? Start the clock before you arrive.

The United States taxes new residents on their worldwide income from day one — there is no soft landing. Almost everything you can do to lower the lifetime cost happens in the months before the green card or the residency-start date. This countdown lays out what to do, and when, before the net closes.

When do you become a US resident?
9 months
Drag to your timeline. Tasks whose window has passed turn red — they are the ones to raise with a US cross-border specialist immediately.
Your progress updates on the right. Nothing is stored or sent — this is your private worksheet.
Your pre-immigration runway
9 months
Enough time to do this properly — if you start now.
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The single most important step is the first one: engage a US cross-border specialist before your residency-start date, because most of these levers vanish once you are a US taxpayer.
The pre-immigration checklist

What to do, and when, before the US net closes.

This is the inbound playbook from The Cross-Border Wealth Playbook.

Arriving into the US worldwide-tax system — the step-up, the PFIC and foreign-trust clean-up, clean-capital positioning, the US-situs estate trap, and the state you choose — plus the family-across-borders chapters for a dynasty split between home and the US. Get the inbound chapters and the launch notice.

The inbound chapters + launch notice. No spam; unsubscribe anytime.
Educational orientation only — not tax, legal, or immigration advice, and not a substitute for a qualified US cross-border specialist. Pre-immigration planning is technical and fact-specific; the right steps, their timing, and their availability depend on your assets, your prior country, your visa path, and current US law, which changes. Several steps must be completed before your US residency-start date to work at all. Treat this as a conversation starter with a specialist, not a substitute for one.
Educational references and tools — not legal, tax, accounting, or investment advice, and not a recommendation to buy or sell any security. Consult a qualified professional about your specific situation. © 2026 The Baratelli Institute.