by Lance Morris | Sep 16, 2019 | Uncategorized
Today, 16th September 2019 is the final day in which a timely filed, calendar year Form 3520-A for a Foreign Grantor Trust can be filed (with extension). For US expats who have an interest in a foreign trust, meeting the trust deadline is essential in avoiding...
by Lance Morris | Sep 9, 2019 | Uncategorized
As many US citizens are aware, FATCA (the Foreign Account Tax Compliance Act) has been in place for a number of years, and has changed the financial landscape for US citizens residing overseas. Today, we are sharing an article from a respected international financial...
by Lance Morris | Sep 2, 2019 | Uncategorized
For non-US citizens or green card holders who have any dealings with the IRS, an ITIN number is needed in most cases. An ITIN is an Individual Taxpayer Identification Number, and is similar to a Social Security Number. Learn more in our video...
by Lance Morris | Aug 26, 2019 | Uncategorized
Losing a loved one can be a difficult time, with tax implications understandably at the back of most peoples minds. Many clients contact us frequently with their concerns related to the taxation of estates, or inheritance, but fortunately for most clients, there are...
by Lance Morris | Aug 19, 2019 | Uncategorized
Many of our clients, both living inside and outside the US frequently have to deal with the issue of Capital Gains. Questions vary from what the tax liability could be, to what forms we would use to report the gain. Learn more in our video below, or call us...
by Lance Morris | Aug 12, 2019 | Uncategorized
Many of our clients live and/or work in the US, and each year need to calculate what percentage withholding tax for their employer to withhold from their wages. This not only affects those living in the US, but also those who work temporarily in the US, or receive...