Bright!Tax US Expat Tax Blog

Top Tax Strategies for Americans Who Would Like to Retire Abroad

With Winter, thoughts perhaps turn more often to the idea of retirement in a sunnier climate. There are lots of other good reasons for Americans to retire abroad too, such as a better quality of life, more affordable healthcare, and the opportunity to explore another culture. One important consideration for Americans who would like to […]

Taxes for US Expats – How Many Days Can I Spend in the US?

expat counting days in US

Because all American citizens and green card holders are required to file a US tax return, reporting their worldwide income, the IRS provides a number of exemptions that can be claimed that help expats minimize (and most often eliminate entirely) their US tax liability.   These exemptions must be claimed when expats file their federal […]

Form W-8BEN – What US Expats Need to Know

expats filing form w-8ben

Americans who move abroad are required to continue filing US taxes, reporting their worldwide income, wherever in the world they may live. The US is almost unique in having this requirement for expats to file. As expats may also have to pay taxes in the country where they live, the IRS has provided some exemptions, […]

Brandon Fathy Awarded Bright!Tax Global Scholar Award

Brandon Fathy

Brandon Fathy has been named as the latest Bright!Tax Global Scholar Award Winner. Thanks to Bright!Tax’ support, Brandon will be taking up a place at the University of Leicester in the UK to begin a PHD in Archeology in January. The Bright!Tax Global Scholar Program was set up in 2016 to provide opportunities for exceptional […]

Year-End Tax Planning Guide for Expats in 2018

2018 year end tax planning

It’s that time of year again when we start taking stock of 2018 and looking ahead to the holiday season and next year. For many expats, it makes sense to start getting their ducks in a row now, in terms of year-end tax planning , to avoid a last minute rush in December when they […]

Capital Gains Tax for US Expats – What You Need to Know

If you’re about to sell (or are considering selling) a substantial amount in assets, the capital gains tax is likely top of mind. While capital gains taxes can be complex in general, Americans living abroad must take additional factors into account. Failing to weigh the tax implications before carrying out a sale can take a […]

Bright!Tax Shortlisted For Tax Provider of the Year

FEM Emma award

Bright!Tax has been shortlisted for the prestigious FEM EMMA Tax Provider of the Year Award for the EMEA region. The Awards ceremony takes place on Friday November 9th at the O2 Intercontinental in London, England.   For the last eight years, the EMMA Awards have recognized excellence and Innovation in the field of Global Mobility […]

Form 8865 Filing Guide: Reporting Foreign Partnerships as a U.S. Expat

man sitting in a table while using his laptop working out how his dual citizen impacts taxes

If you have a stake in a foreign partnership, you might have a new tax form on your hands: Form 8865. The Internal Revenue Service (IRS) requires certain U.S. citizens with foreign partnership interests to report their share of income, losses, and transactions. While it might not be the most exciting part of managing a business abroad, filing correctly is essential—missing it can […]