- Corporate taxation
- International taxation
- Nonresident taxation
- Bachelor of Science, Baruch College
- MBA in Taxation, Baruch College
Articles
Dual citizenship taxes: Complete guide for US expats (2025)
In 2025, dual citizenship taxes sound big and scary, but the idea is simple. This guide shows how the rules work and how life with two passports affects your money in a clear, easy way. US dual citizen taxes follow one basic rule: the US asks you to report your income each year, even when you live in another country. Most people do not ...
Form 8858 and Foreign Disregarded Entities: a complete guide
Few things sting more than a $10,000 fine for a simple oversight. That’s what many Americans with overseas businesses face when Form 8858 goes unfiled. This form links your foreign entity’s books to your US taxes and keeps your international tax compliance airtight. With 2025 now bringing section 987 rule changes for tax years startin...
Taxation of foreign dividends: What US expats need to know
Understanding the taxation of foreign dividends is vital for US taxpayers, especially expats who invest globally. Foreign dividends are payments from companies outside the US, and their tax treatment differs based on several factors. This guide explains what foreign dividends are, how they’re taxed in the US, and how you...
An indepth guide to assurance vie: France’s tax efficient investment tool
Assurance vie is a cornerstone of French personal finance, offering a blend of investment growth and life insurance benefits. It's particularly popular due to its flexibility and favorable French tax treatment. Expats seeking to optimize their financial planning and estate succession should consider the tax benefits of this versatile product....
How to change your name after marriage with the IRS: A guide to avoid tax season woes
Marriage changes many things – your relationship status, perhaps your address, and for some, your name. But when it comes to taxes, a name change can complicate matters if not handled properly. Let’s dive into everything you need to know about name changes and taxes, from the paperwork you’ll need to the step...
IRS 2025 tax bracket adjustments: What you need to know
The IRS has announced key tax adjustments for the 2025 tax year, impacting the tax brackets, standard deduction, and various tax benefits. These changes are crucial for all US taxpayers, especially expatriates, as they bring some important benefits and considerations for tax planning. Here's a detailed breakdown of the 202...