International Taxes

The Jet-Setting Retiree Life

Many people dream about a retirement where they spend part of their time in their home country and part elsewhere. Maybe you see yourself on a beach in Costa Rica or buying your olive oil from your local producer in Tuscany.  Sounds fantastic! A more exotic lifestyle comes at a […]

Crazy for Real Estate

There is no asset that international families are fonder of than real estate. Successful families everywhere generally consider real estate ownership to be a smart and stable asset in which to hold one’s wealth, and foreign citizens in particular seem to have a cultural predisposition to owning property. In most […]

IRS Claims on Non-Residents

What happens when former residents who are not citizens or Green Card holders leave the U.S.? Many of them will leave financial or real estate assets within the U.S. for a variety of reasons. Additionally, there are a number of foreign citizens who seek to own U.S-based assets, even though […]

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 […]

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 […]

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