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EXPERT TAX TIPS - STAY IN THE KNOW


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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