Bal Lota is a Partner at Sopher + Co, heading the US tax team. With over a decade of experience, he is uniquely positioned to advise high-net-worth and internationally mobile clients across both US and UK jurisdictions. Understanding the global mobility aspects of international expansion, Bal provides tailored guidance on personal tax planning and complex cross-border tax matters.
He is a trusted partner for individuals, families, and entrepreneurs navigating relocation, investment, or work across the US and UK, delivering practical solutions that ensure smooth transitions, full compliance, and effective tax planning on both sides of the Atlantic.