- 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 5471: a guide for US taxpayers with foreign interests
US tax rules, particularly those involving foreign corporations and Form 5471, can be complex and overwhelming for taxpayers. In this article, we’ll break down what Form 5471 is, who is required to file it, the penalties for non-compliance, and share tips to keep you on track with the IRS. What is Form 5471? ...
Do US citizens living abroad pay taxes?
Living abroad doesn’t automatically free U.S. citizens from taxes. While most Americans overseas owe little or no federal tax, understanding your obligations and available tax benefits is key to avoiding double taxation and maximizing deductions and credits. This article is brought to you by Taxes for Expats (TFX) – a to...
US Exit Tax (expatriation tax) 2026: Who pays, who doesn't, and what to file
Planning to give up your US citizenship or green card? The first question most people ask is: Will I have to pay exit tax? Quick answer: Most people won’t owe an exit tax. You only owe if you are classified as a covered expatriate, which generally refers to individuals who meet certain wealth, tax liability, or co...
Top low-tax countries in 2026: Best picks for expats by tax type
If you're looking to reduce your tax burden, relocating to a low-tax country might be a smart financial move. But for US citizens and residents who are taxed on their worldwide income, compliance with US tax laws remains non-negotiable. Many low-tax countries offer limited transparency and reporting, which can trigger red flags with the Inter...
Best international banks for expats 2026: Side-by-side comparison
Ever feel like your bank didn't get the memo that you moved overseas? Choosing from the best banks for expats can mean the difference between smooth transfers and frustrating fees. This guide is designed for American expats who want a reliable checking account, low costs, and real access while living abroad. Key ta...
Form 2555 instructions: how to claim the foreign earned income exclusion
Living and working abroad brings incredible opportunities – and complex tax responsibilities. Fortunately, Americans overseas may qualify to exclude a significant portion of their foreign income from US taxation using IRS Form 2555. Key takeaways Form 2555 lets you exclude up ...