Tier 3
International & Cross-Border Pack
58 households with cross-border financial complexity for international planning platform testing.
Overview
Cross-border financial planning requires specialized data that captures the unique complexity of international households: foreign income exclusions, treaty-based tax positions, FBAR and FATCA reporting obligations, foreign pension coordination, and multi-currency asset portfolios. This dataset provides 58 households with H-1B visa holders, recent immigrants, expatriates, and dual citizens navigating the intersection of US and foreign tax systems.
What's Inside
58 households with cross-border financial complexity
H-1B visa holders with ITIN-to-SSN transitions and nonresident alien tax scenarios
FBAR and FATCA reporting obligations with foreign account thresholds
Foreign earned income exclusion and housing exclusion scenarios
Tax treaty positions: US-India, US-UK, US-Canada, US-Germany
Foreign pension coordination: NPS, CPP, NHS pension, Deutsche Rentenversicherung
Use Cases
Cross-border tax planning software testing
FBAR/FATCA compliance tool QA
Foreign pension coordination algorithm validation
Expatriate financial planning platform development
Ideal Buyers
International tax software vendorsCross-border financial planning firmsImmigration attorneysExpatriate HR platforms
Example firms: Greenback Tax Services, Bright!Tax, H&R Block Expat, Vistra, Fragomen
Tags
InternationalCross-BorderFBARFATCAExpatriate
High Deviation from Base Corpus
Requires significant custom modeling or external data layers. Delivery timeline discussed on order.
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