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A UCITS ETF is a European Union-regulated exchange-traded fund, most commonly domiciled in Ireland or Luxembourg. Irish-domiciled funds generally pay 15% US withholding tax on dividends from US companies, compared to 30% for funds without equivalent treaty access. For US citizens and green card holders, most UCITS ETFs meet th...

IRS Form 8867 is the Paid Preparer’s Due Diligence Checklist – generally required whenever a paid tax return preparer determines eligibility for the Earned Income Credit (EIC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), American Opportunity Tax Credit (AOTC), or Head of Household (HOH) filing status. In some...

The BEAT tax – formally the base erosion and anti-abuse tax – is a US corporate minimum tax that targets large C corporations making deductible payments to foreign related parties. It applies only to corporations with average annual gross receipts of $500 million or more over the prior three tax years, so most small and mid-...

Form W-9 is not a personal FATCA tax return. Understanding the FATCA code meaning on this form helps clarify why a foreign bank, broker, or online platform may request Form W-9 to document that an account holder is a US person. Most ind...

If you're a US citizen or green card holder earning income abroad, one of the first tax decisions each year is whether to use the Foreign Tax Credit (FTC), the Foreign Earned Income Exclusion (FEIE), or both. The choice affects how much US tax you owe, whether you qualify for refundable credits like the Additional Child Tax Credit, and whethe...