Andrew Coleman
Articles
California Safe Harbor - Only for Working Expats
Safe Harbor does not cover non-working expats The often-cited “Safe Harbor” for the California residents working abroad has a few wrinkles that are commonly misunderstood. Most importantly, the rule does not cover non-working expats. The 546 days outside of the US rule is i...
2017 State Tax Filing Deadlines
Use the table below to check the due dates for state tax returns and tax extensions. You can also find out how to check on the status of your state tax refund. State State Return Due Date ...
Tax Reform - Specified Foreign Corporations and Importance for Americans Abroad
Who is Affected: Under the Law H.R. 1 originally known as the “Tax Cuts and Jobs Act”, U.S. persons (citizens, resident aliens, and domestic corporations) with 10% or higher stock ownership in Specified Foreign Corporations (SFC) are subject to &l...
Stipend vs. Scholarship vs. Research Grants - Taxation Methods
To whomever you are, firstly - thank you for contributing to research and development and pursuit of furthering our knowledge of a particular field. Without your efforts and intellectual curiosity, we would be naught for progress as a civilization, and relegated to becoming accountants. Keep up the good work.. Now - let’s examine the t...
Expatriation: Covered Expats & Deferred Compensation - Form W-8CE
As you might expect, there are rules and regulations that cover US expatriates. This article will explore some issues that US citizens should be knowledgeable of before deciding to give up their United States citizenship. The first, and most important, step to take is to ensure you are not going to be considered a “covered expatri...
Selling Bitcoin - Asking For A Friend
Let’s say you had a friend that wanted to transfer some bitcoin to you to sell on their behalf - what does this mean for your U.S. tax obligations? ...