Any of the experts in your list might be able to help, except an actuary or retirement plan agent. The expert's knowledge and experience are more important than the title. I would suggest an attorney, because your questions are not only tax questions. They are about the requirements for reporting foreign transactions, and how to characterize the transactions that you made. These are questions of law. But obviously attorneys have a lot of different specialties. Most attorneys are not tax experts, and do not regularly deal with this type of activity. You have to find someone who has particular expertise in the type of situation that you are dealing with. A tax attorney might be a good starting point. If the first attorney that you consult does not have the specialized expertise that you need, he or she might be able to refer you to someone who does.
