Articles

Same-Sex Marriages and Social Security

The unprecedented Supreme Court ruling on the Defense of Marriage Act that gave same-sex married couples the same rights to benefits as opposite-sex married couples left some confusion about how same-sex couples living in a state in which gay marriage was not allowed would be affected – especially when it came to Social Security benefits. ...

FATCA Implications for Australian Superannuation Plans

As we have discussed elsewhere, the Foreign Account Tax Compliance Act (FATCA) takes effect July 1. Part of the IRS effort to enforce the taxation of offshore assets held by U.S. taxpayers, the law imposes new and more stringent reporting requirements on foreign financial institutions. All taxpayers—including resident aliens (those holding ...

Tax Documents Required to File US Tax Return From Countries With No Personal Tax

As an American Expat living and working overseas, you may live in one of the 15 tax free countries in which you are not liable for municipal or federal taxes. These countries are : ...

Choosing Investment Advisor as an Expat With Offshore Foreign Investments

If you are a US Expat, an American Citizen, or a United States Green Card Holder with offshore investments, it’s imperative that you’re getting the absolute best tax advice on your US expat tax liabilities.  If your US based...

Bilateral Social Security Agreements and How They Affect US Expat Tax Liability

Over the course of the previous few decades, it’s been becoming more and more commonplace for US Citizens and Green Cad Holders to relocate to and find work in other countries. Today, there are thousands of international employees who earn income from 2 or more countries that habitually tax their residents’ salaries for Social Security contributi...

Expat Taxes & Federal IRS Estimated Tax Payments due dates

When do you plan to have a draft of your expat U.S. tax return ready? In April, June, October? Unfortunately all those dates are wrong! You need to know your anticipated U.S. tax obligations before January 15th. The best option is to h...