Blog

Welcome to the USA and all Her Tax Complexities

Foreign citizens moving into the U.S. are an increasing population due to the ongoing globalization of business. They tend to be accomplished professionals who save at a much higher rate than their American peers. However, they also have far more complicated financial affairs than a typical American, and both their […]

Welcome to our world, Meghan.

Meghan Markle’s marrying a prince may be an unusual situation, but her tax issues are very common for a large number of our clients!   See it here: WSJ article   Look Out, Meghan Markle! The IRS Is Watching   Some timely advice before a royal wedding that will raise daunting […]

The Long Arm of Uncle Sam

The global economy is leading to more and more opportunities for professional growth and advancement all around the world. Many Americans are moving abroad for work reasons. However, today is also an environment of rapidly evolving tax laws and ever-greater aggressiveness on the part of tax authorities in various countries […]

Take it or Leave it? What to do with your old 401k when you move abroad

The popularity of the 401k as a retirement savings vehicle and its tax implications make this question the most common one we get from cross-border professionals: what should I do with my old 401k? The answer is a resounding it depends. Having gotten Captain Obvious out of the way, let’s […]

3 Biggest Investment Mistakes by American Expats

More and more Americans are living abroad or thinking about it, as there is a world of opportunity and adventure outside the U.S. Many get too wrapped up in the excitement to educate themselves on the practicalities of life overseas, such as how to manage their investments. Don’t make these […]

Highlights of New U.S. Tax Code for Cross-Border Individuals

On December 20, 2017, President Trump signed into law a significant revision to the U.S. tax code, to take effect starting January 1, 2018. However, it will take some months for the IRS to iron out details and provide guidance and information to professionals and individual taxpayers. One thing for […]

Investment Challenges Faced by International Families

  More and more people are living abroad or thinking about it, as there is a world of opportunity and adventure outside national borders. Many get too wrapped up in the excitement to educate themselves on the practicalities of life overseas, such as how to manage their investments. Don’t make […]

Client Story: A French Professional and his Family Transition to Living in the United States

Theo, a French professional, and his wife, Vivienne, a dual citizen of South Africa and Britain, had been living in London. After 10 years of employment at a large American multinational in the technology sector, Theo’s company offered him the opportunity to move to the firm’s U.S. headquarters for a […]

Client Story: How Worldview Helped an American Expatriate and his Family Living Abroad

“Our financial affairs are so complicated because we have stuff all over the world, and no one has ever looked at our whole picture,” worried the client when we first sat down with them. Jim is an American living in Hong Kong. He is originally from New York and was […]

Article in Kiplinger: International Stocks Present a Compelling Opportunity

Just published an article today in Kiplinger. The valuation disparity between US equities into global shares is hard to ignore, and YTD fund flows and relative performance seem to demonstrate that the rotation is underway. International Stocks Present a Compelling Opportunity Many signs are pointing overseas for U.S. investors right […]

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