- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Where can I cash a United States Treasury check? A complete 2026 guide for Americans at home and abroad
Paper Treasury checks are now uncommon for individual federal tax refunds because the IRS began phasing them out on September 30, 2025. In the 2026 filing season, more than 98% of refunds reported through March 20 were delivered electronically, but paper checks still exist for limited exceptions, older payments and other federal disbursements. ...
Expat payroll explained: How expatriate payroll works and what employers and employees must know in 2026
Moving an employee abroad can put the same compensation into 2 tax and payroll systems. For the 2025 tax year filed in 2026, US employers and expat employees may need to coordinate home-country payroll, host-country withholding, Social Security coverage, Form W-2 reporting, and the employee’s US Form 1040. The result depends on wh...
Business bank account for non-US residents: How to open a US account in 2026
A business bank account for non-US residents is possible in 2026, but approval depends on the provider. A foreign founder can apply to certain US fintech platforms with a US-registered company, EIN, passport, formation records, and acceptable address documentation, while individual providers may impose SSN, country, or operating-presence ...
Form 6166: How to get your IRS US tax residency certificate
Form 6166 is the IRS-issued certificate that confirms US tax residency for a stated period and can support treaty relief, foreign withholding refunds, VAT claims, and other foreign filings. You request the certificate by filing Form 8802 rather than completing IRS Form 6166 yourself. For applications postmarked on or after October 1, 20...
Form 8832 check-the-box election for foreign entities
A check the box election lets an eligible business entity choose how the IRS classifies it for US federal tax purposes. Using Form 8832, an eligible entity can elect treatment as a corporation, partnership, or entity disregarded as separate from its owner. The election does not change the entity’s legal status under lo...
Expat financial advisor: expert expat financial advice for Americans living abroad in 2026
An expat financial advisor specializes in the intersection of US tax law, foreign investment rules, and cross-border wealth management that standard domestic advisors are not equipped to handle. If you earn income abroad, hold foreign accounts, or invest through non-US institutions, you need a financial advisor who understands citizensh...