- 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 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...
Form 1120-F instructions for foreign corporations in the US
Form 1120-F is the US income tax return for a foreign corporation with specified US activity or income. For a 2025 calendar-year filer, the main 2026 deadline is April 15 with a US office or June 15 without one. Missing ...
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. ...
IRS Constructive ownership rules: A complete guide for US expats (2026)
Constructive Ownership is more than a technical tax term – it is the way the IRS prevents taxpayers, corporations, and foreign companies from sidestepping reporting thresholds. This guide tells you about how these ...
Controlled foreign corporation (CFC): rules, definition, tax and reporting
If you own shares in a foreign company, the IRS may treat part of that company’s income as yours – even if you never receive a distribution. The controlled foreign corporation rules determine when this happen...