Real Estate

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 […]

Client Story: Portuguese Citizen Living in the United Kingdom

Ana is a Portuguese national who lived and worked in the U.S. for several years and subsequently moved to the U.K. She relinquished her green card as she envisions returning to her native Portugal in the next few years. However, while in the U.S., she owned an apartment, which she […]

Announcing My New Book – The Cross-Border Family Wealth Guide

I am excited to announce the impending release of my new book – The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad, with Foreward by Tim Kochis.   Whether you’re an American living abroad, or foreign-born and living in […]

Key Lessons in Cross Border Wealth Management – American Ex-Pat

As part of our article series on issues in Cross Border Wealth Management, the following is an illustration of some of the key implementation strategies we come across in helping cross border professionals manage their complex financial affairs.   “Our financial affairs are so complicated because we have stuff all […]

Considerations for U.S. Persons Purchasing Foreign Real Estate

There are many reasons why a U.S. person may want to own residential real estate in a foreign country – this article provides an overview of some of the U.S. tax rules that determine what types of disclosures are typically required.   In today’s global economy, many U.S. persons find […]

Commercial Real Estate as an Alternative to Residential Rentals
FAQs About Property Owned Abroad
Real Estate in the U.S. — the Decision to Rent or Buy
Rules for Taxing Gain on Former Second Home or Rental Home – 2008 HERA

The 2008 Housing and Economic Recovery Act (HERA), H.R. 3221, included a provision that modifies the application of the $250,000/ $500,000 exclusion, but ONLY in situations in which an individual who owns a second home or rental home converts it to use it as his/her principal residence. When the former […]

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