Bright!Tax US Expat Tax Blog

RMD Taxation for US Expats Near Retirement: a Guide

After years of saving for retirement, if you hold qualified US retirement accounts, you’ll need to take required minimum distributions (RMDs) at some point. While the rules around RMDs and RMD taxation are complex — especially if you live outside of the United States — they’re also essential to understand when retirement planning in order […]

ISO Taxation 101: a Guide for US Expats

At tech companies, startups, large publicly traded companies, and many other employers, incentive stock options (ISOs) are a common offering. If you’re a US expat with ISOs, you may stand to benefit financially from them in a significant way — especially if you keep ISO taxation in mind. The way the US taxes ISOs can […]

Continuing Education Tax Benefits: A Guide for Expats

Did you know you and your dependents can expand your knowledge and gain job skills while reducing your tax bill? The IRS offers a couple of different continuing education tax benefits, which can help offset higher education expenses by decreasing your tax burden. In many cases, even Americans attending an educational institution abroad are eligible […]

Spain or Portugal for Retirement: Which is Better?

In recent years, Portugal and Spain have become popular retirement destinations. It’s easy to see why — both countries boast rich cultures, natural beauty, great weather, and dedicated retirement visas. But when it comes to deciding on Spain or Portugal for retirement, which option should US expats choose as their home country? To help you […]

Bright!Tax Global Scholar: Meet Tyler Hoffman, The 2024 Award Winner

Bright!Tax Global Scholar: Meet Tyler Hoffman, The 2024 Award Winner

At Bright!Tax, we understand that living abroad offers a golden opportunity to broaden one’s horizons, immerse in new cultures, and embrace life-changing experiences. This belief is at the heart of our Bright!Tax Global Scholar initiative, founded in 2016 to support exceptional young students pursuing academic and cultural growth overseas. Since its start nearly 10 years […]