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
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...
Impuestos en Estados Unidos: tipos, escalas, cómo calcularlos y pagarlos
¿Tienes ingresos, propiedades o intereses en EE.UU.? ¿Planeas mudarte o ya vives aquí y quieres entender cómo funcionan los impuestos en Estados Unidos? Este artículo es tu guía práctica para navegar el sistema fiscal estadounidense. Aquí descubrirás los tipos de impue...
IRS Form 2555 instructions: exclude foreign income on your tax return
Living and working abroad can bring incredible opportunities – and complex tax responsibilities. Fortunately, Americans overseas may qualify to exclude a significant portion of their foreign income from US taxation. This guide is tailored for US citizens and resident aliens navigating Form 2555 to ensure full compliance while...
Form 3520: Guide on Reporting Foreign Trusts, Inheritances, and Gifts for U.S. Expats
Living abroad does not exempt US citizens from IRS reporting obligations involving foreign trusts and large foreign gifts. Form 3520 outlines what expats need to disclose and by what due date to avoid harsh penalties. This guide is designed to help US taxpayers understand what’s required and stay fully compliant. What i...