10/05/2025
With world-class institutions, a vibrant international student community, and a unique approach to higher education, Australia offers incredible opportunities for U.S. expats. But how do you navigate the options and find the right fit for your academic and personal goals? In this guide, we’ll break down the essentials—from understanding the Australian university system and rankings […]
10/05/2025
If you’re an American dreaming of owning a slice of the Australian lifestyle—whether it’s a beachside apartment in Sydney or a cozy home in Melbourne—you’re not alone. But before you start browsing listings, it’s important to ask: can foreigners buy property in Australia? The answer is yes, but with some important rules, restrictions, and tax […]
11/17/2025
Being an expat, freelancer, or small business owner comes with plenty of perks—freedom, flexibility, and the ability to take charge of your lifestyle. But with those benefits comes the responsibility of navigating complex tax forms. One form that often trips people up is Schedule 1, an attachment to Form 1040. Whether you’re filing as a […]
11/17/2025
For many expats with supplemental income, no tax return is complete without IRS tax form Schedule E. Not only can failing to file this form result in IRS penalties and audits — it may also prevent you from claiming deductions that can lower your taxable income. To reach full compliance and minimize your tax burden, […]
10/05/2025
If you’re a freelancer, independent contractor, small business owner, or expat subject to self employment tax, you’re probably familiar with the freedom that comes with being your own boss. But with that freedom comes a less glamorous reality: the responsibility to pay self-employment taxes. Unlike traditional employees, who share the cost of Social Security and […]
11/17/2025
Given the flexibility and autonomy it offers, it’s no wonder that so many expats are small business owners, freelancers, independent contractors, or otherwise self-employed. But even though self-employment comes with benefits, it can complicate your tax obligations. Those with self-employment income are often subject to additional filing requirements, like Schedule C. While it might all […]
10/05/2025
If you’re interested in growing your wealth while living in a safe, beautiful, and affordable country, it’s well worth considering Portugal’s golden visa. In exchange for investment funds of at least €250,000, you and your family can work, live, and study in Portugal for up to two years. And as long as you stay in […]
11/17/2025
The US has tax treaties with dozens of different countries. If you live in one of those countries, it may be worth claiming the tax treaty’s benefits. Keep in mind, though, that each tax treaty is slightly different. As you can imagine, some US tax treaties are more advantageous than others. Below, we’ll give a […]
11/17/2025
It’s usually not ideal to withdraw from retirement accounts before you reach retirement age. For one, withdrawing these funds early means you miss out on the exponential tax-free growth they can accrue over decades. What’s more, the IRS levies both a 401(k) early withdrawal penalty and an individual retirement account (IRA) early withdrawal penalty. With […]
11/17/2025
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 […]