10/05/2025
So, you’ve just discovered you were supposed to file a Foreign Bank Account Report (FBAR), maybe a Form 8938, and include that income from your old investment in the Cayman Islands. Whoops. Deep breaths—you’re not the first (and definitely not the last) U.S. taxpayer to miss the fine print on international tax reporting. That’s where […]
10/05/2025
Whether you’re moving to Portugal for work, retirement, or adventure, understanding how to open a bank account is a crucial first step. This guide will walk you through the essentials of Portugal banking—what you need, your options, and what to expect—so you can bank with confidence and focus on enjoying your new home. Essential prerequisites: […]
10/05/2025
Navigating taxes as a U.S. expat in Canada can feel overwhelming, but the Canada-US tax treaty is designed to make things a little easier. Whether you’re working, retired, or investing north of the border, understanding how this treaty works can help you avoid double taxation and make the most of available benefits. In this guide, […]
10/05/2025
If you’re a U.S. taxpayer living stateside with unreported foreign accounts or income, the words “offshore compliance” probably don’t inspire joy. But here’s the good news: the Internal Revenue Service (IRS) knows mistakes happen—and they’ve created a pathway to help you fix them (before things get expensive). It’s called the Streamlined Domestic Offshore Procedures (SDOP), […]
10/07/2025
Moving to Australia is an exciting adventure, but it’s natural to wonder about safety—especially when you’re comparing the Australia crime rate to what you’re used to in the U.S. Whether you’re relocating for work, family, or a fresh start, understanding the real numbers and on-the-ground experiences can help you feel more confident and prepared. Let’s […]
10/07/2025
Navigating your finances as a U.S. expat in Australia can feel overwhelming, especially when it comes to managing significant assets across borders. If you’re considering private banking in Australia, understanding the unique benefits and potential drawbacks is essential. In this guide, we’ll break down what private banking Australia offers U.S. clients, from exclusive services to […]
10/05/2025
If you’re a U.S. expat living Down Under or simply have assets in Australia, understanding Australia’s capital gains tax (CGT) is essential before selling property or investments. The rules can feel overwhelming—especially when you’re juggling both U.S. and Australian tax obligations. But with the right guidance, you can approach your sale with confidence, minimize surprises, […]
10/05/2025
If you’re an American considering a move north, you might be wondering: where do American expats live in Canada? Whether you’re seeking vibrant city life, natural beauty, or a welcoming community, Canada offers a range of destinations that attract U.S. expats. In this guide, we’ll explore the most popular Canadian cities for Americans, break down […]
10/05/2025
Navigating retirement and cross-border finances can feel overwhelming, especially when you’re living abroad. If you’re a U.S. expat in Canada, you might be wondering how the U.S.-Canada Social Security Agreement affects your ability to receive Social Security benefits while living north of the border. The good news? With the right information and a little planning, […]
10/07/2025
Navigating the world of investing as an American expat in Australia can feel both exciting and overwhelming. Whether you’re looking to grow your wealth, diversify your portfolio, or simply make the most of your time abroad, understanding how to invest in Australia is key. This guide will walk you through the main investment options available—from […]