- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Streamlined filing compliance procedures for expats
If you’ve been living outside the United States for years, it might seem natural to assume your US tax obligations ended with your last paycheck on American soil. But they didn’t. The United States taxes its citizens and green card holders on their worldwide income, and in most cases, you’re required to file a return once your i...
Exit tax for green card holders: everything you need to know
Holding a green card gives you lawful permanent resident status, which means you can live and work in the United States long term. But it also makes you a US tax resident – responsible for reporting and paying US tax on your worldwide income. At some point, you might start thinking about giving it up. Maybe you're relocating f...
Green card foreign income tax guide (2026): What to file & forms
If you're a green card holder living outside the United States, your tax obligations don’t stop when you move abroad. Even while earning income overseas, the IRS still considers you a US taxpayer. For example, when filing in 2026, you'll report income earned in 2025, just as if you were still in the United...
Form 3520: Guide on reporting foreign trusts, inheritances, and gifts for US 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 by Taxes for Expats is designed to help US taxpayers understand what’s required and stay fully complian...
IRS Form 8992: A comprehensive guide to 2026 reporting for US taxpayers with foreign investments
Many US expats run businesses abroad, and that is fine, but the IRS can step in when a controlled foreign corporation is not reported. This is where Form 8992 helps, because it shows the income the IRS needs to see under the GILTI rules in the Tax Cuts and Jobs Act. When a US taxpayer owns 10% of a foreign corporation, these rules can apply, and ...
Controlled Foreign Corporations (CFCs): Definition, rules, and tax implications
Running a business in another country can feel exciting and confusing. Tax rules from the US still apply, even when the company is formed overseas, and some of those companies fall under a special label called a controlled foreign corporation (CFC). When a company is treated as a CFC, the rules can affect how money is taxed, including passive inc...