Reid Kopald

If you are considering the option of retirement abroad, there are some important guidelines of which you should be aware. Are you planning on retiring abroad? If so, you will have to take a serious look at your retirement plan(s) and make sure they will work the way you need them to from a tax perspective. Ar...

As an expat, it’s important that you familiarize yourself with some basic information about filing a tax return and reporting other information in the US. US Expats are not alone in their plight to file income taxes and report their worldwide income and assets. If you’re an expat who’s living in the United St...

Last year, the IRS proposed changes to an existing policy around US Gift Tax and Persons receiving gifts or bequests from a former US Person who is a ‘covered expatriate’. In September of last year (2015), the IRS issued an NPRM (Notice of Proposed Rulemaking) 112997-10.  This proposed change is in reference ...

Living overseas can affect the manner in which your Social Security payment amounts are calculated. When US Citizens decide to live as US Expats in another country, there are numerous factors of an overseas lifestyle which have an impact on how Social Security distributions are calculated.  In this piece, we ...

1. Is the pension of a UN retiree taxable in the United States? UN monthly pensions received by all U.S. citizens or resident aliens are always taxable wherever the UN retiree is living, in the U.S. or elsewhere.  Such UN pensions are also taxable for non-resident aliens who qualify as resident aliens, ...

With few exceptions, those who are working in Australia must maintain a superannuation fund. If you are an Expat who is at least 18 years old and living and working in Australia, you are required to make contributions to the Australian superannuation fund unless you have a certificate of coverage in place w...