GlobalLex — CPA Partner Network for Cross-Border Estate Tax
GlobalLex CPA Partner Network | Cross-border estate tax coordination for U.S. CPAs | [email protected]
The Problem The Solution Who This Is For Partner Benefits Membership Tiers Practice Platform How It Works Compliance FAQ Apply
CPA Partner Network — By Application Only

Become a German–U.S. Estate Tax CPA Partner

Serve more clients with German inheritances, foreign assets, and cross-border estate tax issues through a structured legal-tax coordination network — plus a complete practice management platform included with Tier 2.

Apply for Review Schedule a Partner Call
Why this program exists
Two legal systems. One client.
German probate and U.S. tax require coordinated expertise most CPAs cannot provide alone.
Form 706-NA: 9-month deadline
Most clients arrive without knowing this return exists — or after the deadline has passed.
Complete practice platform
Tier 2 includes CRM, SMS, automations, website builder, calendar booking and more.
Pre-qualified introductions
Matters already screened for German-U.S. tax dimensions before they reach you.
The Problem

Your Client Has a German Inheritance. You Have a Gap.

Many U.S. clients inherit assets in Germany but do not know where the German legal process ends and the U.S. tax analysis begins — and U.S. CPAs are left holding an incomplete picture.

Dual German and American passports — cross-border clients

When a client holds two passports, their inheritance lives in two legal systems — and one of those deadlines does not wait.

The client often arrives with incomplete German documents, unclear asset values, foreign-language records, and uncertainty about which issues belong to German counsel and which belong to the CPA.

For U.S. CPAs, these matters can become profitable but difficult. They typically trigger multiple U.S. tax obligations the client has never heard of — each with its own deadline.

U.S. Tax Forms Typically Triggered
✓Form 706-NA
✓FinCEN 114 (FBAR)
✓Form 8938 (FATCA)
✓Form 3520
✓Schedule B / Form 1040
✓Form 1116 (foreign tax credit)

"We help U.S. CPAs serve clients with German inheritances without requiring the CPA to become a German probate expert."

Incomplete German Documents

Nachlassgericht certificates, Erbschein, Grundbuch extracts in a language your client cannot read.

Foreign Account Reporting

FBAR and FATCA obligations triggered by inherited German accounts most clients never disclosed.

German Real Estate

Grundbuch re-registration, Erbschaftsteuer, and U.S. capital gains planning on the same asset.

Estate Tax Exposure

Form 706-NA for U.S.-situs assets. Nine-month deadline. Most clients arrive without knowing it exists.

Global professional network coordination
The Solution

A Structured Legal-Tax Coordination Network

The GlobalLex CPA Partner Program connects qualified U.S. CPAs with cross-border inheritance matters requiring U.S. tax support. Our role is to organize the German-side legal picture, collect relevant intake information, and coordinate the transition to a qualified U.S. CPA when U.S. tax guidance is needed.

1
We handle the German sideGerman probate, Erbschein, Finanzamt coordination, § 21 ErbStG credit analysis.
2
You handle the U.S. sideForm 706-NA, FBAR, 8938, 3520, income tax, estate planning.
3
The client receives coordinated representationPre-screened matters, structured intake, shared documentation.
U.S. CPA professional
Who This Is For

CPAs Who Handle International Tax Dimensions

This program is designed for CPAs who handle any of the following practice areas:

Estate tax returns (Form 706, 706-NA)
High-net-worth tax planning
Foreign asset reporting (FBAR, 8938)
International income tax
Inherited property & basis issues
Trust and estate taxation
Cross-border families
Foreign estate beneficiaries (Form 3520)
German real estate, bank accounts, pensions
German business interest succession
Partner Benefits

What You Receive as a GlobalLex CPA Partner

Access to the following program resources, depending on your membership tier:

Qualified Project Opportunities

Cross-border inheritance matters pre-screened for U.S. tax dimensions and matched to your practice profile.

Structured Intake Materials

Co-branded intake questionnaires collecting German legal and U.S. tax information in one client-facing workflow.

German Issue Summaries

Written summaries of the German-side legal status before U.S. tax work begins — so you start with a clear picture.

Priority Notifications

Tier 2+ partners receive project notifications ahead of the general directory for first access to suitable matters.

Co-Branded Education

Webinars, guides, and training content carrying your firm's name alongside GlobalLex.

Network Directory Listing

Professional profile on the GlobalLex CPA Partner directory, searchable by geography and specialty.

Coordination Workflows

Step-by-step documented workflows for Form 706-NA, § 21 ErbStG credits, and FBAR/FATCA coordination.

Direct Communication Channel

Tier 2+ partners have a dedicated contact point for time-sensitive project questions and coordination.

German-American professional partnership
Membership Options

Three Levels of Partnership

All tiers require application and approval. Membership is limited per tier and geography to protect the quality of every introduction.

Tier 1
Directory Partner
Visibility and access. Ideal for CPAs exploring the international tax space.
$99/month
or $997/year — save two months
What’s included
  • Listing on the GlobalLex CPA Partner directory
  • Eligibility to receive project invitations
  • Quarterly German inheritance tax briefing
  • Template client intake checklist
  • Partner-only resource library
  • Invitation to submit availability for projects
Apply for Tier 1
30-day notice to cancel annual plan
Best Value
Tier 2
Preferred CPA Partner
Active pipeline, warm introductions, and the full GlobalLex Practice Suite included.
$299/month
or $2,997/year — save two months
Partner Network — everything in Tier 1, plus
  • Priority project notifications ahead of Tier 1
  • Warm introductions with German matter briefs
  • Co-branded client intake process
  • Monthly group office-hours call (45 min)
  • Referral profile page on globalLex.network
  • Direct messaging channel with GlobalLex office
GlobalLex Practice Suite — included
✓Full CRM & pipelines
✓Two-way SMS
✓Email marketing
✓Marketing automations
✓Appointment booking
✓Website builder
✓Reputation management
✓Invoicing & payments
Read more about the Practice Suite →
Apply for Tier 2
30-day notice to cancel annual plan
Tier 3
Strategic CPA Partner
Exclusivity, first-look pipeline, and joint marketing. For established firms only.
By Application
$750–$1,500/month — scope discussed at application
Everything in Tier 2, plus
  • Geographic or category exclusivity (limited)
  • First-look access to complex estate tax matters
  • Private quarterly strategy session (60 min, 1-on-1)
  • Co-branded webinar opportunity (semi-annual)
  • Joint marketing campaign for German inheritance clients
  • Annual private German estate tax law briefing
GlobalLex Practice Suite
✓ Full Practice Suite included — same as Tier 2. Read more →
Apply for Tier 3
Pricing and scope discussed after review

Participation in the program does not guarantee client referrals, revenue, or engagement by any client. All tiers require application and approval. View compliance notice →

The GlobalLex Practice Suite

A Complete Practice Management Platform — Included with Tier 2

Tier 2 partners receive full access to the GlobalLex Practice Suite — an all-in-one platform built for professional service firms. Replace your CRM, email tool, website builder, booking system, and marketing automation with a single integrated platform.

CRM & Pipeline Management

Manage every client and prospect in a visual pipeline with custom stages, tags, deal values, and automated follow-up triggers. Unlimited contacts, unlimited pipelines.

  • ✓Visual deal pipelines with drag-and-drop stages
  • ✓Contact tagging, scoring, and segmentation
  • ✓Activity timeline and conversation history
  • ✓Smart lists and saved contact filters

Two-Way SMS & Messaging

Send and receive SMS, email, and voicemail messages from a unified inbox. Automated missed-call text-back keeps every lead engaged even when you're unavailable.

  • ✓Two-way SMS text messaging
  • ✓Missed-call text-back automation
  • ✓Unified inbox (SMS, email, chat)
  • ✓Voicemail drop campaigns

Marketing Automation

Build automated workflows that nurture leads, onboard clients, send follow-up sequences, and trigger actions based on behavior — without manual effort.

  • ✓Visual drag-and-drop workflow builder
  • ✓Email sequences and drip campaigns
  • ✓Behavior-triggered automations
  • ✓Lead scoring and assignment rules

Calendar & Appointment Booking

Let clients and prospects book directly from your website or a shareable link. Automated reminders reduce no-shows. Integrates with your existing calendar.

  • ✓Self-scheduling with availability rules
  • ✓Automated SMS & email reminders
  • ✓Round-robin and team scheduling
  • ✓Custom intake forms on booking

Website & Funnel Builder

Build a professional website, landing pages, and intake funnels without a developer. Dozens of professional templates. Host under your own domain.

  • ✓Drag-and-drop website builder
  • ✓Landing page & funnel templates
  • ✓Blog and content management
  • ✓Custom domain support

Reputation Management

Automatically request Google and Facebook reviews after successful client engagements. Monitor your online reputation from a single dashboard.

  • ✓Automated review request campaigns
  • ✓Google & Facebook review monitoring
  • ✓Review response management
  • ✓Reputation score tracking
How It Works

From Application to Active Partnership

Professional training and coordination
01
Apply
Submit your application. We review CPA credentials, practice focus, and geographic coverage. Decisions within 5 business days.
02
Onboarding Call
A 30-minute call to align on matter types, workflow preferences, platform setup, and your intake form configuration.
03
Platform Access
Tier 2+ partners receive full access to the GlobalLex Practice Suite. Onboarding guide and setup support included.
04
Receive Projects
When a qualified matter matches your profile, you receive a project brief. You confirm availability and we make the introduction.
05
Coordinate
We handle German legal aspects. You handle U.S. tax filings. Shared checklists and a direct communication channel keep both sides aligned.
Compliance Notice

Professional Conduct & Ethics

Program Disclaimer

Participation in this program does not guarantee client referrals, revenue, or engagement by any client. CPAs remain independently responsible for compliance with all licensing, professional conduct, disclosure, tax, and conflict-of-interest rules applicable in their state. Clients remain free to select any CPA or tax professional of their choice.

Not a Referral Fee Arrangement

No payment is made by GlobalLex to partner CPAs for client introductions, and no payment is made by partner CPAs to GlobalLex for client referrals. Membership fees are charged for access to training, co-branded intake tools, the practice platform, and program infrastructure — not for the referral of clients.

Independent Professional Responsibility

Partner CPAs are independently responsible for evaluating each matter for competence, conflicts, and compliance with applicable CPA licensing rules and AICPA standards. GlobalLex does not provide legal or tax advice to end clients. All legal advice is provided exclusively by licensed attorneys in their respective jurisdictions.

Lady justice, law books and gavel
Legal paragraph symbol with gavel and scales of justice
Frequently Asked Questions

Questions About the Program

No. Membership fees are charged for access to training, tools, the practice platform, and program infrastructure. No fee is paid per referral in either direction. The arrangement is designed to comply with AICPA professional standards and applicable bar rules governing attorney–CPA referral relationships.
Volume depends on your tier, geography, and the demand matching your stated practice areas. Participation does not guarantee client referrals, revenue, or engagement by any client. We do not guarantee a specific number of matters per month.
No. You handle the U.S. tax filings — Forms 706, 1040, FBAR, 8938, 3520 — and we handle the German legal side. We provide training resources and briefings so you understand the issues your clients face, but you do not need to be a German law expert.
The Practice Suite included with Tier 2 is a full-featured practice management platform covering CRM, two-way SMS messaging, email marketing, marketing automation workflows, calendar and appointment booking, website and funnel builder, reputation management, social media scheduling, missed-call text-back, live chat widget, membership and course portal, document signing, invoicing, phone system with call tracking, voicemail drops, and reporting analytics.
Yes. Tier upgrades can be requested at any time. Downgrades require 30 days' written notice and take effect at the next renewal. Tier 3 scope is negotiated individually.
The program is designed for licensed CPAs, but enrolled agents and tax attorneys with comparable practice profiles are welcome to apply. Applications are reviewed individually based on licensure, international tax experience, and practice profile.
Apply Now

Apply to Become a GlobalLex CPA Partner

Applications are reviewed individually. Acceptance is not automatic. Membership is limited per tier and region.

Select Membership Tier
Professional Information
Practice Areas
Qualification Questions
Cross-Border Preferences
Agreements
Additional Comments
Ethics and Compliance Notice Participation in this program does not guarantee client referrals, revenue, or engagement by any client. Membership fees cover program infrastructure and the GlobalLex Practice Suite — not client referrals. Partner CPAs are independently responsible for compliance with all applicable CPA licensing rules, AICPA standards, and conflict-of-interest requirements. GlobalLex does not provide legal or tax advice to end clients.
We respond within 5 business days. Approval is not guaranteed.
Thank you — your application has been received. We will review your credentials and contact you within 5 business days at the email address provided. — The GlobalLex Team · [email protected]
Please complete all required fields marked with an asterisk (*).
Not Ready to Apply Yet?

Schedule a Partner Discovery Call

A 20-minute call to learn more about the program, discuss your practice profile, and determine which tier is the right fit. No commitment required.

Professional partnership agreement