Most people start thinking about U.S. taxes after they arrive. By then, the most valuable planning opportunities are already gone.

Congratulations — the green card is approved. Your immigration attorney has handled the visa. But if you own a company overseas, there is a second deadline most new residents never hear about: the day you become a U.S. tax resident, your foreign company becomes part of your U.S. tax picture.

If you have a foreign pension or investment account abroad, you've probably never heard of a PFIC. That's a problem — because the IRS has, and the tax rules around them are brutal. What's a PFIC? PFIC stands for Passive Foreign Investment Company. In plain English: almost any foreign fund. Foreign mutual funds, foreign ETFs, foreign pension funds that invest in pooled vehicles — they almost all qualify. If your foreign pension invests in foreign funds (which virtually all d

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.

Living abroad can be an exciting chapter in your life, but don’t forget—Uncle Sam still expects a tax return. The U.S. is one of the few...