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EXPERT TAX TIPS - STAY IN THE KNOW


Tax Tip Tuesday: State Residency Warning Signs - When Your Old State Thinks You Never Left
Did you know that moving to a new state doesn't automatically end your tax obligations to your old one? Learn the six warning signs that your former state may still consider you a resident — and the steps you need to take to protect yourself from a costly audit.
May 56 min read


Tax Talk Thursday: Foreign Trust Reporting and Form 3520-A Compliance: What You Need to Know
Now that you have established or become a beneficiary of a foreign trust, you may need to consider whether you have a US income tax return and information reporting requirement. If you are a US citizen, permanent resident, or a US resident taxpayer you may be subject to US taxes and reporting on your worldwide assets.
Apr 306 min read


Tax Tip Tuesday: Foreign Bank Account Common Mistakes — And How to Avoid Them
US citizens and expats with foreign bank accounts face strict IRS and FinCEN reporting requirements. From FBAR to FATCA, learn the most common mistakes — and how to stay compliant.
Mar 176 min read


Lunch & Learn Webinar: The Big, Beautiful Bill — What Small Businesses Need to Know for 2026
If you own or operate a small business, 2026 is shaping up to be a pivotal tax year. One of the most talked-about legislative developments heading into the next filing seasons is what’s being referred to as the “Big, Beautiful Bill.”
Jan 132 min read


Social Security Totalization Agreements: How Benefits Are Calculated for Expats
Social Security - Totalization Agreements The U.S. Social Security system generally requires individuals to earn a minimum amount of covered work in order to qualify for retirement, disability, or survivor benefits. For U.S. citizens and lawful permanent residents who spend part of their careers working outside the United States, meeting these requirements can be challenging. To address this issue, the United States has entered into Social Security Totalization Agreements wit
Dec 18, 20254 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 2, 20251 min read
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