Mel Whitney
- Non-resident taxation
- Real estate taxation
- Tax optimization
- Bachelor of Science, University of Georgia
Articles
Form 1040 vs 1040-NR: how to choose the correct tax form
Not sure whether to file Form 1040 or 1040-NR? It’s about your tax residency, and the IRS rules are more complex than they seem. In this guide, we’ll walk you through who should file which form and how to determine your residency status. Whether you're an international student, visa holder, green card applicant, or US ci...
IRS Form 8938: What it is, who needs to file, and why you shouldn’t ignore it
If you’ve got money abroad and think the IRS won’t notice – think again. Uncle Sam might not be watching your every move, but he is very interested in your foreign financial assets. That’s where Form 8938 comes in. Whether you’re a globe-trotting expat, a green card holde...
Form 8275: The unsung hero of tax disclosure
When it comes to tax returns, sometimes the best offense is a good defense. That’s where Form 8275 – Disclosure Statement enters the scene. It may not have the glitz of a refund calculator or the thrill of a tax treaty, but when a tax position is in a gray area, this humble form can mean the difference betwe...
Foreign tax credit carryover: A comprehensive guide for US expats
The foreign tax credit carryover is an important tool for US taxpayers, especially expats, to avoid double taxation. ...
Common international tax forms and foreign withholding forms: A guide for US taxpayers
As global business, investing, and living abroad have become common, so too has the need to understand international tax obligations. Whether you are a US citizen with foreign investments, a nonresident earning US income, or a business with international interests, knowing which international tax forms to file is essent...
What is double taxation: How it works & ways to avoid it
Double taxation is one term that often becomes a cause for concern for those who live or do business abroad. ...