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Tailored Tax Guidance
Each expat’s situation is unique, which is why we developed detailed US expat tax guides offering personalized advice tailored to diverse lifestyles and tax requirements.
U.S. Tax Withholding While Working Abroad
The issue of payroll and US tax withholding is one of the first practical issues a U.S. employee may encounter when they move abroad. Historically, these issues would have been ironed out on the backend by a dedicated HR office. Now, digital nomad visas and a general increase in global mobility make it possible for individuals to create their own opportunities to expatriate. In so doing, they take on risks that traditional expatriates whose companies handled their international transfer didn’t have to deal with.
How to Apply the Beckham Law in Spain: Step-by-Step
Explaining the gap between how the Beckham regime is described and how it actually functions in practice, specifically for US-based employees and business owners who are moving to Spain while maintaining ties to an American employer or entity.
Net Investment Income Tax: What Business Owners Should Know
The net investment income tax is only 3.8%, but it can matter in years with investment gains, rental income, business sales, or cross-border tax exposure. Here’s what business owners and complex taxpayers should know.
Selling a Primary Residence Before Moving Abroad: Taxes and Timing
If you’re moving abroad and you own a US home, timing matters. Sell before foreign tax residency begins and you may keep the full §121 exclusion—sell after, and the math can change fast.
How U.S. Retirement Accounts Are Taxed Abroad: A Comparative Guide
Retirement accounts abroad are one of the first areas where Americans planning to retire overseas discover that ...
What Is Signature Authority on a Bank Account for FBAR?
When people hear “FBAR,” they usually think about owning foreign bank accounts. But ownership (also referred to as having a “Financial Interest” in a foreign bank) of a foreign bank account is only part of the picture. The FBAR rules also apply to people who don’t own the money at all, but still have the power to control what happens to it. That’s where signature authority comes in.
What Is a PFIC? A Guide to Rules, Reporting for US Expats
PFIC is one of those terms that almost guarantees confusion the moment it enters the conversation. It stands for "Passive Foreign Investment Company," but that label alone explains very little. In practice, PFIC rules are one of the most frustrating parts of the U.S. tax system. They can affect Americans living abroad, which is the more common way the topic surfaces. However, they can also affect Americans in the US who previously worked abroad or inherit investments.
NHR 2.0: The IFICI Opportunity for US Business Owners in Portugal
When Portugal’s beloved Non-Habitual Resident (NHR) program closed to new applicants in 2024, many expats and ...
Section 962 Election for U.S. Business Owners Abroad
Making a Section 962 election is a bit like repairing a jet engine mid-flight. It can keep you airborne when the ...
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What's Better Than a Virtual Meeting? An In-Person One
A handshake that you hope was firm enough, but not too firm. The initial feeling of awkwardness changing to a growing sense of confidence that you're actually getting to know someone. Talking about why you built your business. Learning how to think beyond compliance and lean into tax planning and strategy.
Let’s start with the basics
Learn more about important US tax forms.
FBAR (FinCEN) Form 114
IRS Form 1116
IRS Form 1040
IRS Form 2555
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