Tax Planning & Advice

Living abroad comes with many exhilarating adventures – and a few stressful experiences, too. Chief among the stresses experienced by US expats is the US tax season. In case you weren’t aware: tax season has started and it’s time to pony up and get ‘er done! We’re here to help in any way we can, […]

There are times in life when family members exchange generous gifts with one another, such as during weddings, estate planning, or celebrations of life. However, while the focus may be on the act of giving or receiving foreign property, it is important to be aware of the tax implications that come along with it. These […]

United States Expats: Did you receive your three COVID-19 stimulus payments from the IRS? If not, you could be eligible to claim up to $3,400, but you need to act soon. Important context: The stimulus checks relate to the federal government’s initiative to offer some financial relief to individuals and families in the wake of […]

Are you an American living in another country who’s not sure how to pay United States expat taxes? You’re far from alone — in fact, many don’t even know whether or not they need to file taxes. Unfortunately, for those who do need to, filing taxes from abroad is often more complex than filing them […]

Remote working is a growing global trend, particularly working remotely for a foreign company as a digital nomad. Although living in different places around the world while working from a laptop may sound great in theory, there are certain practical matters to bear in mind before embarking on this journey. Many people don’t realize that […]

It may be a toy for a niece you’re doting on. A handbag for a special someone. Or a gift certificate for your child.  And other times, it may be a ranch in Texas or a beach bungalow in Hawaii that you plan to gift to your foreign spouse. Whatever it is, that happy season […]

You may not be living in the US at the moment. That doesn’t necessarily exempt you from having to file taxes. Under the US’s citizenship-based taxation system, anyone who is a citizen or resident must file taxes if they meet the minimum income threshold, regardless of where they live. But what is the minimum income […]

If you are a US citizen living abroad, you will need to file your income tax return on Form 1040 based on your worldwide income.  And to file this, you’ll usually need a Social Security Number (SSN). An SSN is the most common type of tax identification number. But hold on. What happens if you […]

If you work for a US contractor abroad, taxes can be confusing. Regardless of where they live, those with overseas contractor jobs will need to file a US tax return — but they may need to file taxes in their country of residence as well. But with a little bit of research and organization, you’ll […]

Taxes are tricky for US expats — in addition to the complications that come along with earning income abroad, tactical challenges like accessing your tax records, viewing your balance, and making payments are made that much harder when you can’t easily receive mail from or make calls to the US. Fortunately, the availability of IRS […]