Mel Whitney
- Non-resident taxation
- Real estate taxation
- Tax optimization
- Bachelor of Science, University of Georgia
Articles
Which tax break is right for you: foreign tax credit or foreign earned income exclusion?
As a US citizen or green card holder, you're required to file a US tax return – no matter where in the world you live or work. But filing doesn’t always mean you’ll owe taxes. Thanks to tax breaks like the foreign tax credit (FTC) and the foreign earned income exclusion (FEIE), many Americans abroad end up owing little to no...
Form 1040-NR: A comprehensive guide for nonresident aliens
Disclaimer This article is for informational purposes only and does not constitute legal advice. Always consult with a tax professional for your specific circumstances. Fo...
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 7202: Your last chance to claim COVID sick & family leave credits in 2025
Time is running out. If you're self-employed and missed work due to COVID-19 in 2020 or 2021, April 18, 2025, is your final shot to file or amend a return using Form 7202 and claim valuable tax credits. After that, the door slams shut. This guide breaks down what Form 7202 is, who qualifies, how much money is at sta...
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...