Filing Basics4 min read
April 15, June 15, October 15 — expat deadlines don’t work like the ones you grew up with. Here’s the full calendar and what’s due when.
Moving Abroad4 min read
Portugal remains a top destination for American expats. What happens to your US filing obligations, and how the residency tax regimes fit in.
FBAR & Reporting3 min read
Two separate reports, two different thresholds, two different agencies — and many expats must file both. A side-by-side comparison.
Catch-Up4 min read
The IRS program that lets non-willful expats catch up with 3 years of returns and 6 years of FBARs — without penalties. How it works, step by step.
Retirement4 min read
Can you still receive Social Security in Europe? Who taxes it — the US or your new country? Treaty rules make the difference.
Filing Basics4 min read
Freelancers and business owners abroad get a nasty surprise: the FEIE excludes income tax, not self-employment tax. What actually helps.
State Taxes4 min read
California doesn’t let go easily. The ties that keep you taxable after you move abroad — and the checklist for cutting them cleanly.
Exclusions & Credits4 min read
The two main tools against double taxation work very differently — and picking the wrong one can cost you for years. How to choose.
Moving Abroad5 min read
Spain’s sunshine comes with three tax systems to think about: US federal, Spanish resident taxation, and Spain’s own foreign-asset reporting.
FBAR & Reporting4 min read
The single most dangerous form to miss as an expat. Which accounts count, how the $10,000 threshold really works, and what penalties look like.
Retirement5 min read
Pensions, IRAs, Roth accounts, Social Security — how each is treated when you retire in Europe, and the planning that prevents double taxation.
Exclusions & Credits4 min read
The FEIE lets you exclude six figures of foreign earnings from US tax — if you qualify and claim it correctly. The complete guide.
Catch-Up4 min read
First: don’t panic, and don’t file blindly. The order of operations matters, and the penalty-free path is only available if you move first.
Exclusions & Credits4 min read
What tax treaties actually do for expats, what the “saving clause” takes away, and when a treaty position is worth claiming.
Exclusions & Credits4 min read
Two tests, one exclusion. The 330-day count that trips up new expats, and when the bona fide residence test is the better route.
State Taxes4 min read
Moving abroad ends your federal residency questions — but your state may disagree. The sticky states, the safe ones, and how domicile works.
Retirement4 min read
Your employer’s pension plan abroad is rarely “qualified” in US terms. What that means for contributions, growth, withdrawals — and reporting.
Filing Basics4 min read
From skipped FBARs to broken FEIE elections — the errors we see most often, what they cost, and how each one is avoidable.
Filing Basics4 min read
Renunciation ends the annual filing obligation — but the exit has its own tax. Who counts as a “covered expatriate” and what that triggers.
Filing Basics5 min read
Citizenship-based taxation makes the US nearly unique in the world. What it means in practice, and why most expats still owe nothing.