Bright!Tax US Expat Tax Blog

US Tax Forms for Expats – Form 2555 or 2555-EZ?

IRS form 2555 or 2555-EZ for Expats

All Americans (including green card holders) are required to file US taxes, reporting their worldwide income, including expats. Many expats mistakenly assume that they don’t have to file US taxes if they don’t have US sourced income, or due to a tax treaty, however all Americans who earn over $12,000 or just $400 of self-employment […]

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 […]