- 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 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 deadline to avoid harsh penalties. This guide covers the Form 3520 filing requirements for the 2026 filing season – tax year 2025 – so you can stay compl...
IRS tax amnesty programs for expats: Streamlined, FBAR & VDP options
There is no single IRS tax amnesty form for expats. Instead, the IRS offers several compliance paths, including ...
Delinquent International Information Return Submission Procedures (DIIRSP): IRS rules for 2026
As of 2026, the ...
Green card holder back taxes: how to fix unpaid taxes and missed filings
If a green card holder stopped filing US taxes, the problem usually is not limited to one late Form 1040. You may also need to catch up on foreign account reporting, such as FBARs and Form 8938, for the 2025 tax year and...
Form 6166: IRS certificate of US tax residency explained
Form 6166 is the IRS-issued certificate that confirms a taxpayer was a US resident for federal tax purposes for a requested period. You do not complete Form 6166 yourself. You apply for it by filing Form 8802 and paying the IRS user fee. Form 6166 is issued by the IRS after approving Form 8802 – it is never filed or downlo...
Crypto FBAR 2026: Do you need to report cryptocurrency on FinCEN Form 114?
If you hold cryptocurrency on a foreign exchange, the answer changes depending on how the account is structured and what FinCEN has finalized. As of the 2026 filing season, a foreign account holding only virtual currency is not yet reportable on the FBAR, but that position sits on a notice from 2020, not a final rule. This guide covers ...