- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Form 1098: How to file and deduct mortgage interest (and other payments)
As a US expat, you may have questions about this important tax form and how it affects your taxes. Don't worry, we're here to help! What is Form 1098: Mortgage Interest Statement Form 1098 is an information return your mortgage lender files to report mortgage interest (and certain related amounts) it receiv...
Guide to Form 1098-T, Tuition Statement (what you need to know)
Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...
What is Form 8332, Release of Claim to Exemption for Child by Custodial Parent
Form 8332 is crucial – especially for divorced or separated parents. This IRS form plays a vital role in determining which parent gets to claim specific tax benefits related to a child. In this article, we’ll explain what Form 8332 is, how to complete it step by step, and how it impacts key tax ben...
How to file US taxes from abroad online: the ultimate guide for US expats
Millions of Americans pack up and start over abroad every year – the State Department estimates about 9 million US citizens live outside the country. Many US citizens living overseas don’t realize the IRS can still expect a Form 1040, even when income is earned far from the US and daily life feels settled elsewhere. When pri...
Physical presence test: Complete guide to the 330-day rule (2026)
The physical presence test is an IRS requirement to qualify for the Foreign Earned Income Exclusion (FEIE). You must be physically present in a foreign country for at least 330 full days during any 12-month period to exclude up to $130,000 of foreign earned income from US taxation in the 2025 tax year. This test is one of two paths to q...
Form 5471: a guide for US taxpayers with foreign interests
US tax rules, particularly those involving foreign corporations and Form 5471, can be complex and overwhelming for taxpayers. In this article, we’ll break down what Form 5471 is, who is required to file it, the penalties for non-compliance, and share tips to keep you on track with the IRS. What is Form 5471? ...