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The Definitive Guide to Handling Taxes on Foreign Investment Income
The United States has a complex tax system, and that system becomes even more complicated when you factor in foreign investment income. If you’re a U.S. citizen or resident alien with foreign investment income, you’ll need to know how to handle the taxes on that income. This guide will cover the basics of taxes on…

Things to Know When Considering an Early Withdrawal from Retirement
Unexpected events happen to everyone. Unfortunately, some people must make necessary financial sacrifices to withstand such circumstances. One of the sacrifices people make is withdrawing from their retirement early. This quick-cash method can produce significant tax penalties if enacted. Consider the following information before pulling from your retirement early: Flexibility Within 401(k), 403(b), and 457(b)…

Insights from the 2023 US Expat Survey: Understanding the Experiences of American Expatriates
The 2023 US Expat Survey provides a comprehensive look into the experiences, challenges, and perspectives of American expatriates living abroad. The survey, conducted annually, offers valuable insights into the evolving trends and concerns of this unique demographic. In this blog, we will explore the key findings from the 2023 survey and shed light on the…
IRS Reduces Filing Requirements for American Expats
IRS Reduces Filing Requirements for American Expats The kinder, friendlier IRS has temporarily reduced their statute of limitations for tax return filing for American expats from 6 years to 3 years as long as you are a “low risk” taxpayer who owes $0 to $1,500 of tax to the US government. That’s right file 2009,…
Expat Tax Rules Can Be Confusing
It’s March and that means we’re still at the beginning of the new year, but we’re already seeing some changes to the tax laws for U.S. expats. It seems that the IRS creates new rules and regulations every year when it comes to expatriate taxes. It can be a full-time job just to keep up with all of the different…