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Tax Tip Tuesday: Living Abroad, Filing at Home: U.S. Expat Tax Essentials — Webinar Recap
This webinar recap breaks down the essentials of U.S. taxes for expats, including worldwide income rules, FEIE vs. FTC, PFIC reporting, FBAR/FATCA requirements, foreign business filings, and state residency issues. Watch the full video and learn how to stay compliant while living abroad.
3 days ago2 min read


Charitable Contributions to U.S. vs. Foreign Organizations: What Counts for Your U.S. Taxes?
When you support a cause you care about—whether it’s disaster relief abroad, an overseas animal rescue, or a global education nonprofit—it’s natural to assume your generosity will also help at tax time.
Dec 43 min read


Webinar Invitation: Living Abroad, Filing at Home — U.S. Expat Tax Essentials
Join me for a clear, practical webinar designed for U.S. expats and anyone with foreign assets. We’ll cover who must file, what income is taxable, key foreign asset reporting rules, and common mistakes to avoid. Perfect for Americans abroad, dual citizens, and global families who want to stay compliant with confidence.
Dec 21 min read


Tax Tip Tuesday: Why a Big Refund Isn’t a Win (And What You Should Do Instead)
Getting a big tax refund isn’t a win—it’s a sign you gave the IRS an interest-free loan all year. Learn why refunds drain your cash flow and how smarter withholding keeps more money in your pocket.
Nov 182 min read


Late Foreign Bank Account Reporting and Foreign Account Tax Compliance Act Filings: Streamlined vs. Delinquent Procedures
Learn the difference between Streamlined and Delinquent FBAR/FATCA filings and how to get compliant with IRS offshore reporting rules safely.
Nov 63 min read


Tax Tip Tuesday: Tax Impacts of Selling a Home (Both Domestic and Abroad)
Learn the tax implications of selling your home, both in the U.S. and abroad. Understand how the home sale exclusion, depreciation recapture, and foreign tax credits work for U.S. taxpayers.
Nov 42 min read


Tax Talk Thursday: Timing Income and Deductions Across Borders for Tax Efficiency
Learn how timing income and deductions across borders can optimize U.S. and foreign tax outcomes for expats, remote workers, and global entrepreneurs.
Oct 303 min read


Tax Tip Tuesday: Got Paid from Overseas? Don’t Forget These Tax Forms!
If you’ve ever received money from abroad — whether it’s from freelance work, consulting, or royalties — the IRS wants to know. U.S. taxpayers may need to report those payments using Form 1099 (for U.S. payees) or Form 1042-S (for foreign payees).
Oct 281 min read


Tax Talk Thursday: The Sagoo Case and Its Ripple Effect on International Tax Enforcement
What happens when the IRS acts as prosecutor, jury, and judge—all at once? That’s the question at the heart of the United States v. Sagoo case (2025), a landmark court decision that could reshape how international tax penalties are assessed.
Oct 233 min read


Tax Talk Thursday: The IRS Government Shutdown: What It Means and What Taxpayers Can Do
When Congress fails to pass a budget or temporary funding bill, the federal government enters what’s known as a shutdown.
Oct 93 min read


Tax Talk Thursday: U.S. Tax Treatment of Foreign Rental Properties
Owning a rental property abroad can be both rewarding and complicated—especially when it comes to U.S. taxes. The United States taxes its...
Oct 23 min read


Tax Tip Tuesday: Year-End Planning for Expats
For U.S. citizens and green card holders living abroad, year-end tax planning is more than just checking a box—it’s about making smart choices to reduce tax burdens, stay compliant, and avoid costly penalties.
Sep 302 min read


Tax Talk Thursday: Tax Treaty “Tie-Breaker” Rules for Dual-Residents
When a taxpayer is considered a resident under the domestic law of two countries for the same tax year, both jurisdictions may claim the...
Sep 182 min read


Tax Tip Tuesday: Capital Gains Tax on Foreign Real Estate
Selling property abroad? Don’t forget that the U.S. taxes you on worldwide income — including capital gains from foreign real estate sales.
Sep 161 min read


Tax Talk Thursday: Expat Tax Pitfalls: FBAR and FATCA Reporting
For U.S. taxpayers living abroad, two of the most common (and costly) reporting traps are FBAR (Foreign Bank Account Report, FinCEN Form 114) and FATCA (Foreign Account Tax Compliance Act, reported on IRS Form 8938).
Aug 282 min read


Tax Talk Thursday: Permanent Establishment: The Tax Line You Don’t Want to Accidentally Cross
Expanding your business across borders can be exciting — but it also comes with hidden tax risks. One of the most important and often overlooked is the concept of Permanent Establishment (PE) — a taxable presence in another country that can give that country the right to tax part of your profits.
Aug 142 min read


Tax Talk Thursday: Who Wins with the New Tax Bill? Breaking Down H.R. 1 for Individuals and Businesses (Updated)
Congress has officially passed H.R. 1 – the “One Big Beautiful Bill”, and it’s now law. This sweeping tax legislation makes many of the...
Jul 174 min read


Tax Tip Tuesdays: When Should You Amend Your Tax Return?
Nobody loves doing their taxes twice — but sometimes it’s necessary.
Jul 12 min read


Tax Talk Thursdays: Common Tax Traps for U.S. Expats—and How to Avoid Them
Common Tax Traps for U.S. Expats—and How to Avoid Them
May 83 min read


Tax Talk Thursday: Essential Guide to U.S. Tax Filing for Nonresident Aliens and Dual-Status Returns
Navigating the U.S. tax landscape as a nonresident alien or dual-status individual can be complex. Let's break down the essentials to help you stay compliant and avoid surprises.
May 12 min read
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