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Understanding Form 4137: Social Security and Medicare Tax on Unreported Tip Income

IRS Form 4137 stands out as a critical document for many workers in the service industry. This Form, titled "Social Security and Medicare Tax on Unreported Tip Income," plays a vital role in ensuring that income from tips is accurately reported and taxed. Being a CPA since living memory, I've seen many clients overlook this fo...

Cryptocurrency Tax Reporting for American Expats 101

Cryptocurrency transactions have become very popular nowadays and every American citizens, including expats, have to file a US tax return every year,  should know how the IRS is treating each transaction like buying, investing, and trading of Cryptocurrencies.   If you've invested in Bitcoin or another form of cryptocurrency, understand...

Are Royalties as a Retiree Subject to Self-Employment Tax?

What Is Royalty Income? A royalty Income is a legally binding payment made to an individual or company for the ongoing use of their assets, including copyrighted works, franchises, and natural resources.  An example of royalties would be payments received by musicians when their original songs are played on the r...

Social Security Benefits as an American Living Abroad: Everything You Need to Know

Social Security Benefits for expats Knowing the details of your Social Security status is a vital part of planning your retirement. You’ve been contributing to your Social Security for the entire time you’ve been working and now you decide that you’re going to retire in a foreign country. A typical question in this situation is...

US Expats Taxes on Rental Income. Obligations and Deductions

Explanation of Rental Income Profit and Loss Reporting If you have been an expat for some time, you are likely already aware of your requirement to file an annual US tax return while living and working abroad. This requireme...

Don’t Make These Common Mistakes Retiring Overseas

Are you thinking about retiring overseas? It is a great choice, and the decision as to where should be made after careful considerations about financial needs, taxes, and more. Your idea of a perfect retirement may involve living overseas as a retired expat. If you fail to perform due diligence before moving abroad, though, you...