Articles

ESPP double tax: How to avoid getting double-taxed on employee stock purchase plan shares

At a glance: What it means: ESPP double taxation means the same economic gain from your employee stock purchase plan can end up taxed twice on your return – once as compensation income and again as capital gain. <...

Form 8880: Credit for Qualified Retirement Savings Contribution

Saving for retirement can feel like a long game, especially when you are juggling life abroad, payroll differences, and a stack of US tax forms. The good news is that some Americans abroad may still qualify for the credit for qualified retirement savings contributions, claimed on ...

The difference between Form 4868 and Form 2350 (expat guide)

Filing taxes as an American abroad creates unique timing challenges, especially when claiming the foreign earned income exclusion (FEIE). The difference between Form 2350 and 4868 comes down to your specific situation: Form 4...

One Big, Beautiful Bill – and what it means for your business taxes in 2025

A sweeping reform with lasting impact for small and medium-sized businesses The tax code just got a makeover, and small businesses are finally getting more than just the leftovers. In mid-2025, Congress passed the One Big, Beautiful Bill – a sweeping package of tax reforms that promises lasting change...

6 best ways to spend your tax refund (and avoid regret)

In 2024, the average IRS refund topped $3,151. Most Americans put their refunds toward essentials</...

Form 5405 explained: How (and when) to repay the first-time homebuyer credit

Still making payments for a home you haven’t lived in for years If you bought your home in 2008 and claimed the First-Time Homebuyer Credit, the IRS might still be expecting a check. And if your living situation has changed – you might need to fil...