Tax Planning & Advice

Taxes as an Expat: 9 Common Mistakes (and How to Avoid Them)

Female hands holding Asian currency and a foreign passport while preparing taxes as an expat.

Living abroad may change your view, your routine, and your favorite snacks—but not your tax obligations. As long as you’re a U.S. citizen or green card holder, the IRS still expects you to file—no matter where in the world you live or work. That includes digital nomads, retirees, self-employed entrepreneurs, and remote employees. The problem? […]

Trump’s Income Tax Plan: Will You Pay More or Less?

A picture of the White House, symbolizing the Trump income tax plan and U.S. fiscal policy.

Trump is back in the White House—and taxes are back on the table. With his re-election in 2024, President Donald Trump has reignited one of the biggest financial debates in America: what happens next to your federal income taxes. At the heart of it? The Trump tax cuts of 2017, many of which are set […]

Tax Loss Harvesting: A U.S. Expat’s Guide to Smarter Investing

Every investor hits a rough patch. But for U.S. expats, a dip in your portfolio isn’t just bad luck—it’s a tax opportunity in disguise. Tax loss harvesting is the strategy of turning your investment losses into real-life tax savings by offsetting capital gains and lowering your taxable income. It’s like spring cleaning for your portfolio—except […]

How to Start a Business in Another Country — & Why to Consider It

Is There a Foreign Tax Credit Limit?

Starting a business overseas may seem daunting — but it can bring major benefits. For high-earning, self-employed American expats in particular, registering a US-based C corporation and a Controlled Foreign Corporation (CFC) can lead to major savings on their US tax bill. Before you rush to file your articles of incorporation, though, you’ll want to […]