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
What is Form 8332, release of claim to exemption for child by custodial parent
Form 8332 is the IRS form the custodial parent signs to release the claim to a child for federal tax purposes. In some cases, a similar written statement can also work, and certain pre-2009 divorce decrees or separation agreements may qualify if they meet IRS rules. ...
Dependent exemption in 2026: Who qualifies and what it means today
No, the dependent exemption deduction is not active for 2025 returns filed in 2026 – it has been suspended since 2018 under the Tax Cuts and Jobs Act. But yes, claiming a dependent still unlocks real benefits: the Child Tax Credit<...
Physical presence test: Complete guide to the 330-day rule (2026)
The IRS physical presence test is one of the two ways to qualify for the Foreign Earned Income Exclusion (FEIE). The key situation is the 2025 tax return filed in 2026. To qualify under this rule, you generally must spend at least...
Form 3520-A: what it is, who files it, due date, extension, and penalties
Form 3520-A is the annual information return of a foreign trust with at least one US owner. The foreign trust is the primary filer, but every US person treated as an owner must make sure a complete return is filed and that the required annual sta...
Understanding the mortgage interest deduction for US expats
If you own a home abroad or in the US, you may be able to reduce your US tax bill through the mortgage interest deduction. For US expats, this benefit is often overlooked – or misunderstood. This guide covers who qualifies, what the current limits are, and how to apply this deduction correctly, whether your property is in London, ...
The ultimate moving abroad checklist: Step-by-step guide to a smooth relocation
A successful move starts long before your flight. This guide turns a big life change into a practical plan - from documents and visas to banking, insurance, and US expat taxes after moving abroad. It is written for Americans who want a realistic checklist, clear timing, and fewer surprises once they land. ...