Mel Whitney
- Non-resident taxation
- Real estate taxation
- Tax optimization
- Bachelor of Science in Business Administration
- Humboldt State University
Articles
Foreign Earned Income Exclusion (FEIE): Complete guide 2026
The Foreign Earned Income Exclusion (FEIE) is a US tax rule that lets Americans living and working abroad not pay US income tax on part of their foreign income. Generally, you qualify for FEIE if you earn income abroad, l...
Am I exempt from FATCA reporting? Rules, exemptions & filing requirements (2026)
The Foreign Account Tax Compliance Act (FATCA) is a US law designed to prevent tax evasion by Americans holding money and investments overseas. If you're a US taxpayer or specified domestic entity with foreign assets, k...
How to file J-1 visa tax return: a complete guide for visa holders
For the 2026 filing season, most J-1 nonresident aliens must file a nonresident tax return on Form 1040-NR if they have taxable US-source income. J-1 visa taxes are not optional if you have taxable US-source income. Even with no taxable income, many J-1 holders stil...
How to report foreign assets to IRS: Form 8938 vs 3520 vs 5471 vs 8865
US citizens and green card holders living abroad may need to file up to eight separate IRS and Treasury forms each year to report foreign assets held offshore, including accounts, entities, trusts, and gifts. Foreign asset reporting is separate from paying US tax, and most expats owe little or nothing federally but still have to file these disclo...
Form 8275: The unsung hero of tax disclosure
When it comes to tax returns, sometimes the best offense is a good defense. That&...