- Exit tax planning
- International business tax
- Overseas tax obligations
- Tax compliance for expats
- Master's of Accounting, University of Kansas School of Business
Articles
Form 8865: Filing requirements for US persons with foreign partnerships
Form 8865 is an information return that US persons file to report interests in foreign partnerships. It is attached to your US tax return – not filed by the partnership itself – and is due on the same date as that return, including extensions. The form covers four filer categories, each with its own schedules, triggers, and ...
Best international banks for expats in 2026
The best international bank for expats depends on four things: multi-currency access, transfer costs, remote account opening, and ATM access. HSBC Expat – higher-balance multi-currency banking from eligible countries. Wise – low-cost currency transfers and 40+ currencies w...
US tax forms for expats: complete 2026 filing guide
Most expat tax obligations begin with Form 1040 and branch into additional forms depending on income type, account balances, and foreign entity interests. For tax year 2025, a single filer under 65 generally must file once gross income reaches $15,750. That obligation follows citizenship, not location. Which specific US expat ...
Form 5471 guide for US taxpayers with foreign corporations
IRS Form 5471 is an information return that US persons file to report their interests in certain foreign corporations. It is attached to your income tax return – not filed separately – and is required even if the foreign corporation had no income and you owe no US tax. The penalty for not filing is $10,000 per foreign corpor...
FBAR joint filing for married couples: rules, Form 114a, and joint accounts
FinCEN Form 114, better known as the FBAR, requires US persons to report their foreign financial accounts to the Treasury each year. If you are married, one thing to get straight early: your Form 1040 filing status – MFJ or MFS – has no bea...