by Lance Morris | Aug 5, 2019 | Uncategorized
Many different life events can have an impact on your taxes, as a US expat. One which we deal with frequently, is the tax implications of divorce or separation. In most cases, this doesn’t result in any tax for either party when their tax returns are prepared...
by Lance Morris | Jul 8, 2019 | Uncategorized
Many of our clients hold companies based outside of the US. But, what filing requirements does this create? In many cases, Form 5471 may be required, or potentially just Schedule C for self-employment income. Learn more in our video...
by Lance Morris | Jul 1, 2019 | Uncategorized
For those of us who have been involved in communication with the IRS, a common experience is one of frustration and difficulty. Traditionally, we have been limited to fax and telephone conversations, which restrict our ability to communicate effectively when an issue...
by Lance Morris | Jun 24, 2019 | Uncategorized
For those who have moved from the US to New Zealand or Australia, how their US retirement fund will be taxed is a common concern. Learn more in our video below, or contact us...
by Lance Morris | Jun 17, 2019 | Uncategorized
One issue that affects many US citizens overseas, is Foreign Trust reporting. This frequently arises, and usually requires preparation of Form 3520 and 3520-A (which we discussed further here). Learn more in our video below, or call us...
by Lance Morris | Jun 10, 2019 | Uncategorized
Forms W8-BEN and W8-BEN-E form some of the most commonly requested forms from US institutions, when dealing with Non-Resident Aliens, or foreign companies investing into the US. We frequently assist both companies and individuals who are receiving US income, or...
