plan_cross_border
ActiveTool of OpenAccountants
THE cross-border tool. Use this — not compare_jurisdictions — whenever a person's facts touch more than one country: a US citizen living abroad, a dual resident, someone changing residence, a non-dom, an expatriating citizen, or an owner of a foreign trust/company. Unlike compare_jurisdictions (which loads each country as an independent block and disclaims treaty/PE interaction), this returns a SEQUENCED plan: it builds the residency/citizenship/domicile map, identifies the country skills AND the international topic skills (FEIE/FTC, FBAR/FATCA, CFC/GILTI, foreign trusts, exit tax) the facts engage, fixes the ORDER of events (order changes the tax — e.g. sever residency before vs. after a sale), names the verifier per country, states the treaty bridge for double-tax relief, and mandates a request_accountant_review hand-off to the lead country's accountant. Always load `cross-border-tax-router` + `cross-border-tax-workflow-base` first (returned in `load_first`). Output is research-grade (tier 2) until a licensed human signs off.
Parameters schema
{
"type": "object",
"properties": {
"event": {
"type": "string",
"description": "The asset/income/event in question and ideally WHEN — e.g. 'sell an Australian discretionary trust in 2026', 'renounce US citizenship', 'exercise founder options before moving'."
},
"assets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional: foreign entities/assets owned — companies, trusts, partnerships, pensions, foreign funds. Drives the anti-deferral and reporting skills."
},
"domicile": {
"type": "string",
"description": "Optional: domicile, if a remittance-basis country (UK, Malta, Ireland, Cyprus) is involved."
},
"citizenship": {
"type": "array",
"items": {
"type": "string"
},
"description": "Citizenship(s) held — ISO codes, slugs, or names (e.g. ['US', 'malta']). Drives citizenship-based taxation (US) and exit-tax tests."
},
"event_timing": {
"type": "string",
"description": "When is the key event expected to occur? e.g. 'sale expected to complete in 6 weeks', 'planning to move in 3 months', 'still conceptual'. Drives urgency assessment and scenario feasibility."
},
"tax_residences": {
"type": "array",
"items": {
"type": "string"
},
"description": "Country(ies) of tax residence now, and any country being moved to/from. First entry is treated as the primary residence."
}
}
}No endpoints wrapped at confidence ≥ 0.50.
Parent server
OpenAccountants
https://github.com/openaccountants/openaccountants
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