Expat tax services from trusted tax experts

Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...

US citizens and resident aliens abroad must report foreign self-employment income on a US tax return when they meet the filing rules for the 2025 tax year. The key issue is that self-employment tax on foreign earned income is separate from income tax, even when the Foreign Earned Income Exclusion (FEIE) reduces taxable income on Form 1040. ...

US citizens abroad can invest through US or foreign brokerage accounts, but the tax reporting rules do not stop at the US border. For the 2025 calendar year, a US person's foreign financial accounts, including foreign brokerage accounts, can trigger FBAR if their aggregate value exceeds $10,000 at any time. Form 8938 can also apply ...

A Panama private interest foundation can help families separate legal control, succession, and asset administration under Panama Law No. 25 of 1995. For a US person, the main issue is not whether the structure is valid in...

US tax on Indian mutual funds: what NRIs and US persons must know US tax on India...

An IRS streamlined installment agreement lets eligible taxpayers pay a 2025 tax-year balance over time instead of paying the full amount in 2026. For individuals, the key current Simple Payment Plan threshold is $50,000 ...