11/17/2025
The food, the weather, the lively culture, the low cost of living, the ability to immerse yourself in Spanish… with all of the advantages of living in Mexico, it’s no wonder that more and more Americans are moving there. Along with all of the advantages, though, it can complicate your taxes a bit. However, as […]
10/06/2025
Wells Fargo’s US expat clients have until the end of September 2021 to move their brokerage accounts to another provider or face closure. Wells Fargo isn’t the first bank to turn away expats though. In this article we look at why banks and brokerage firms are denying services to Americans living abroad, and what options […]
10/06/2025
Last updated April 24, 2023. From hip Berlin to the enchanting Black Forest to the fairytale-esque Neuschwanstein castle, there’s no shortage of amazing sights to see in Germany. Combine that with a high quality of life and a lower cost of living, and it’s easy to see why hundreds of thousands of Americans currently live […]
05/29/2026
Bright!Tax CDO, partner, and Senior Managing CPA Allyson Lindsey has been recognized for her extraordinary contribution to the accounting profession by being named a Colorado Society of CPAs (COCPA) 2021 Women to Watch Emerging Leader. The award will be presented to Mrs. Lindsey at the 2021 Women to Watch Awards, part of the 2021 Women’s […]
11/17/2025
Wondering who exactly needs to file this form, how to do it, and why it matters? We’ll answer all of these questions and more below.
05/29/2026
The Bright!Tax Awards Committee is proud to announce that Calev Isaacson is the latest recipient of the Global Scholar Award. The Awards Committee found Calev’s story and ambitions inspirational. He grew up in Arizona, where his father’s family had emigrated to from war-torn Europe in the 1940s. His mother’s family meanwhile were originally Mexican. Calev […]
10/06/2025
At a summit on Saturday June 4 2021, the G7 group of countries agreed to establish a global minimum corporate tax rate, as well as a common way to tax the biggest international digital services companies. Background In the digital age, companies can sell services online in other countries without having a physical presence there. […]
11/17/2025
US mutual funds are a popular investment vehicle stateside and are frequently recommended as an affordable and convenient way to diversify investment portfolios. With that commonplace advice in mind, many expats consider investing in mutual funds based outside the US. Investing in foreign mutual funds, however, isn’t quite as straightforward as investing in a US-based […]
10/06/2025
The US tax system is unusual, in that the US taxes based on citizenship rather than residence. This means that all US citizens have to file US taxes on their worldwide income, even if they have to file foreign taxes too. This includes Americans living abroad, who have the same annual US filing and reporting […]
10/06/2025
Over nine million US citizens are living abroad, including US military and diplomatic staff. According to US law, all of them who meet minimum IRS income requirements have to file a US tax return every year, reporting their worldwide income. Neither international tax treaties, nor where their income is sourced, nor whether US citizens living […]