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A Cross Border Excellence Series

For globally connected families, legacy is transferred in two phases: during life and at death. This session focuses on lifetime transfers.Lifetime support may include education funding, healthcare assistance, home or business support, family milestone funding and charitable contributions.While these transfers are often motivated by generosity, they also carry gift tax, estate inclusion, and reporting implications — particularly in cross-border contexts.The key consideration is coordination:Are your lifetime transfers aligned with your broader estate structure and U.S. gift & estate tax framework?Cross-border transfers can introduce:— Reporting obligations
— Domicile and situs considerations
— Estate inclusion implications
— Compliance responsibilities for recipients

What This Session Will Cover

This session introduces Legacy While Living, the lifetime transfer component of the Global Legacy Blueprint.We will discuss:✔ How Lifetime Transfers Interact With U.S. Gift & Estate Tax Rules✔ Annual Exclusion, Lifetime Exemption, and Estate Inclusion Considerations✔ When Foreign Gifts Trigger U.S. Reporting Requirements✔ Education & Healthcare Transfers Under IRC §2503(e)✔ Structuring Milestone Support (Home, Business, Weddings) Within Tax Guidelines✔ Cross-Border Charitable CoordinationLegacy planning is not only about documents. It is about aligning transfers with the applicable tax structure.This session is educational in nature and focuses on U.S. gift and estate tax considerations for cross-border families.

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Tax Support

We provide year-round services—from annual tax previews and document coordination to filing and IRS account monitoring—so you can avoid costly financial missteps.

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Make Your Expertise Matter Where It’s Needed Most

The Elis Network connects people in the U.S. diaspora with trusted professionals who understand their unique financial, legal, and life decisions.Whether you work in law, immigration, real estate, or finance—your expertise can guide someone through unfamiliar systems with clarity and care.

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Confident Moves
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Living in the diaspora brings opportunity—but also blind spots. Financial moves carry high stakes, with consequences that can surface later.At The Elis Tax, we help reduce that risk with structure, foresight, and ongoing coordination—so your financial life stays aligned, compliant, and complete.When someone understands your full financial picture, they shouldn’t just file tax forms—they should help coordinate outcomes.
That’s how confident moves get made.

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Annual Tax Preview & Plan

This is where smart tax moves begin. Each year, we’ll meet to map out your goals, expected income, & financial plans—so we can forecast your U.S. tax exposure before you act.You’ll walk away with:
• A clear tax summary with projected outcomes and key action steps
• Strategies to lower your projected tax burden
• A curated list of trusted professionals to support your next moves—at home or abroad

Year-Round
Tax Vault

As life happens, keep everything in one place. You’ll get secure access to a private digital vault where you can upload receipts, money transfer statements, contracts, and any relevant documents—whether they come from you or your team of advisors.Keeping everything organized year-round means tax season won’t feel like a scramble—it’ll feel like follow-through.

Tax Filing & irs a/c Monitoring

We prepare and file your US tax personal and business returns with precision. We also specialize in cross-border compliance—from FBAR to foreign income—and ensure every filed form reflects your actual life.Beyond filings, we will monitor your IRS account, to stay ahead of silent penalties, reporting errors, or identity mismatches that can trigger notices.

meet the founder

Global Perspective. Local Understanding. Practical Guidance.I’m Stephen Leye Adekeye, a global finance professional who’s lived, studied, and worked in Nigeria, South Africa, the U.S., the U.K., and Hong Kong. That means I don’t just know the rules of tax and planning—I understand the real-world complexity that comes with navigating life between systems.As an Internal Revenue Service (IRS) Enrolled Agent (EA), I’m licensed to represent taxpayers in all matters before the IRS. I also serve as a Center for Fiduciary Excellence (CEFEX®) Analyst, certified to evaluate institutions against global fiduciary standards. That means I don’t just help with tax compliance—I help evaluate the experts around you so they stay aligned with your best interests.My academic background includes a Master’s in Global Finance from NYU Stern School of Business and an MBA from Lagos Business School.

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