Expat tax services from trusted tax experts

Nine US states do not tax individual wage income: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. For US citizens and green card holders moving abroad, choosing one of these states with no income tax as your domicile before departure can stop your old state from continuing to tax your foreign incom...

US citizens and green card holders generally report worldwide gambling and lottery winnings on the US return, including prizes won abroad. Foreign nationals are generally taxed by the US only on US-source winnings, with a flat 30% rate applying to most casino and lottery payouts. The scope here is casino games, state and foreign lotteri...

Yes – 529 funds can be used for study abroad when the expenses are for enrollment or attendance at an eligible educational institution. If you are paying a foreign school directly, confirm that the school itself is Title IV eligible; if the program runs through a US school, check the institution that is actually awarding the credit and char...

A check-the-box election lets an eligible business entity choose its federal tax classification with the IRS. The choice is made on Form 8832, and it can change which forms you file, how much US tax you owe, and whether you trigger controlled foreign corporation rules. US expats who own foreign companies, foreign LLC-like entities, part...

Assurance Vie can work well in France, but US expats need a second tax lens. French income-tax treatment improves after 8 years, FBAR review can start once foreign accounts exceed $10,000 in aggregate, and French withdraw...

For Americans living overseas, IRS Form 14653 is the required certification for the ...