The tiny country of Estonia is selling a new kind of residency… one it calls e-residency or e-citizenship. Here’s the bottom line on why e-residency in Estonia is a waste of time for Americans… and might

FATCA

The Foreign Account Tax Compliance Act is now live and pulling in data about Americans around the globe. The FATCA international data exchange gateway opened on March 2nd and data began flowing on March 14, 2015.

Impact of FATCA

Foreign Account Tax Compliance Act is finally here and you can be sure that the impact of FATCA will be severe. This brief article considers the impact of FATCA on Americans living, working, or investing overseas.

Panama Tax

If you’re an American living, working, or investing in Panama, the Panama tax system is your friend. The Panama tax code may allow you to live tax free in Panama and, possibly, in the United States.

foreign earned income exclusion 2015

The Foreign Earned Income Exclusion for 2015 breaks the six figure mark! The Foreign Earned Income Exclusion for 2015 is $100,800, up from $99,200 in 2014. The FEIE is the best way to minimize your US

Foreign Assets

Ever increasing U.S. reporting obligations on Americans living, working, and/or investing abroad, make it difficult to keep up.  This is a review of your foreign assets and FBAR reporting requirements.  Foreign assets are reported on IRS

IRS Levy

The U.K. tax authority to allow IRS Levy type actions. If you owe the HMRC, they now have the authority to seize your bank account and raid your assets, just like an IRS levy. Now, it’s

Foreign Pension

If you’re working abroad for a foreign company, watch out for the foreign pension tax trap.  If you get caught, you might be paying double tax on your retirement income… once when earned by the U.S.

Foreign Assets

Moving your retirement account in to an offshore self directed IRA LLC is the best (and really, the only) way to diversify out of the U.S., protect your assets from future creditors, and boost returns by

Retire Abroad

If you are thinking about retiring abroad, here is how to maximize your privacy. We start with the premise that the U.S. government wants you to disclose all assets, holdings, transactions, and investments. We then look

Retire Overseas Tax Free

First, let me tell you about my inspiration for this post. France has been in the news and on this site quite a bit recently. They are pushing hard against America’s recent extortion of $9 billion

ObamaCare Tax

The new ObamaCare tax, called the Net Investment Income Tax, or NIIT, hits U.S. residents and expats alike with a 38% levy on most forms of investment income.  If your taxable income in 2014 was $200,000

Dollar Will Fail

What the heck is an offshore tax inversion and why should I care?  The inversion has been all over the news and was even called “un-American” by our President today (July 25, 2014).  Here is everything

IRS Collection Statute

A few days ago I wrote an article on dealing with the IRS as an expat.  Apparently, a number of you are carrying tax debt and are concerned with the IRS collection statute – how long

IRS Audit Statute

For most Americans, the IRS audit statute, the amount of time the IRS has to come after you once you have filed your return, is three years.  Not so for those with foreign accounts and foreign

UBIT

If you’re new to the world of offshore, then this article on offshore basics is for you.  Thinking about starting a business abroad?  Want to move you or your assets out of the United States?  Offshore

Offshore business tax reporting

If you’re operating a business outside of the United States, your offshore business tax reporting obligations can be daunting.  Failure to comply can result in significant interest and penalties, the loss of your business, and even

U.S. Source Income

All income that is U.S. source income is taxable in the United States.  Income that is not U.S. source income is not taxable.  So, planning to ensure your business income is not considered U.S. source income

Chile

If you are doing business offshore, you need to understand the IRS Controlled Foreign Corporation rules.  It is these tax laws that allow you to retain earnings from an active business offshore.  These same rules force