Andrew Coleman
- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Foreign gift tax: reporting rules, Form 3520 & 2025 updates
If you receive a large gift or inheritance from someone abroad, you might wonder if you owe tax. In most cases, you don’t – but you may need to report it to the IRS using Form 3520. This guide explains what the foreign gift tax really means, when you must report, how the rules work in 2025, and what recent laws like the One Big Beauti...
How to become an expat: A complete step-by-step guide to moving abroad
Whether you crave a career leap, a lower cost of living, or golden-years sunshine, thousands of your fellow citizens are making the leap to become an expat abroad. This guide to relocating gives you every practical and emotional tool you need – from choosing a visa to filing your first foreign tax return – so you can be an e...
Do expats have to pay state taxes? Everything Americans abroad need to know in 2025
Many US expats assume that once they move abroad, they never have to think about a state tax again – yet audits and surprise bills prove otherwise. Whether you are a digital nomad dialing in from Bali, a retiree on Portugal’s Algarve coast, or a professional posted to London, you must know when expats pay state taxes so you can plan, ...
Best international banks for expats: top choices, features & how to choose
Ever feel like your bank didn’t get the memo that you moved overseas? Choosing from the best banks for US expats can mean the difference between smooth transfers and frustrating fees. This guide is designed for American expats who want a reliable checking account, low costs, and real access while living abroad. ...
The ultimate guide to Form 709: Gift tax filing, exemptions, and instructions
Form 709, also known as the United States Gift and Generation-Skipping Transfer Tax Return, is a crucial document for those making significant gifts during their lifetime. The form is used to report taxable gifts, allocate the Generation-Skipping Transfer (GST) exemption, and ensure compliance with US gift tax regulations. Importantly, ...
Accidental Americans – your guide to IRS compliance & rights
An accidental American is a person who unwittingly holds US citizenship through birth or parentage. For an accidental American, today’s global data-sharing between banks and tax authorities can quickly trigger unexpected tax bills. The shock usually arrives when a bank demands a Social Security number, an employer flags the hidden...