Filing A U.S. Tax Return – Even When Not Required – A Very Smart Move

Many taxpayers, especially retirees living abroad, may find themselves in a situation in which their income is too low to meet the threshold for filing a U.S. tax return. Retirees who only receive Social Security income (or small amounts of other additional income), for example, often fall below the tax filing requirement. Understandably, many people … Continue reading Filing A U.S. Tax Return – Even When Not Required – A Very Smart Move →

3 Ways To Safeguard Finances Of The Vulnerable, Yet Navigate U.S. Tax

My article copied below, first appeared on Forbes July 2, 2024 – link here. Scams have become increasingly more convincing, posing significant financial risk to vulnerable individuals, especially the elderly. Financial security arrangements should be implemented, but when global financial assets or multi-nationals are involved, the U.S. tax issues can get complicated and require extra diligence. … Continue reading 3 Ways To Safeguard Finances Of The Vulnerable, Yet Navigate U.S. Tax →

National Taxpayer Advocate – Pushes for Positive Changes for Americans Abroad

The law requires the National Taxpayer Advocate (NTA) to submit two annual reports to the House Committee on Ways and Means and the Senate Committee on Finance, without any prior review or comment from the Internal Revenue Service. The NTA Report for FY 2025 was just issued and includes various NTA advocacy objectives. Two of the … Continue reading National Taxpayer Advocate – Pushes for Positive Changes for Americans Abroad →

U.S. Tax – Think Carefully Before You Get (Or Keep) A Green Card

My article copied below, first appeared on Forbes June 19, 2024 – link here. It explains the important U.S. tax rules to know before getting (or keeping) a green card. Unfortunately, the U.S. government never explains these rules as part of the green card application process! In all my years of tax practice, I have … Continue reading U.S. Tax – Think Carefully Before You Get (Or Keep) A Green Card →

How Long Does The IRS Have To Catch Your U.S. Tax Mistake? 6 Scenarios

My article copied below, first appeared on Forbes June 11, 2024 – link here. It explains the important rules to know when IRS comes calling to review prior filed tax returns and assess additional taxes. How long can the IRS come after a taxpayer for tax errors or worse? The tax statute of limitations can … Continue reading How Long Does The IRS Have To Catch Your U.S. Tax Mistake? 6 Scenarios →

U.S. Tax: 4 Tips For Americans Receiving A Foreign Inheritance

My article copied below, first appeared on Forbes June 3, 2024 – link here. Follow me on Forbes - it's free and your gateway for easy to understand US international tax coverage. I’ve got 40 years of tax experience and am very careful with my blog posts to ensure accurate information is being provided. Just … Continue reading U.S. Tax: 4 Tips For Americans Receiving A Foreign Inheritance →

Foreign Spouse? Vexing U.S. Tax Issues For The American Half

My article copied below, first appeared on Forbes May 20, 2024 – link here. Follow me on Forbes - it's free and your gateway for easy to understand US international tax coverage. I’ve got 40 years of tax experience and am very careful with my blog posts to ensure accurate information is being provided. Just … Continue reading Foreign Spouse? Vexing U.S. Tax Issues For The American Half →

Death Of The American Abroad: Untangling U.S. Tax Across Borders

Many of my readers know I am now a contributor writing on Forbes. My coverage area is US international tax law for overseas Americans and foreigners. My article is copied below. It first appeared on Forbes April 22, 2024 here. In our global society, more and more Americans are living and working overseas. This inevitably … Continue reading Death Of The American Abroad: Untangling U.S. Tax Across Borders →

Accidental Americans Learning They Are Citizens Face A Tax Dilemma

As some of my readers know, I am now a contributor writing on Forbes. My coverage area is US international tax law for overseas Americans and foreigners. My article is copied below. It first appeared on Forbes April 9, here. Don't miss out on my informative and easy-to-understand US tax content - Follow me on … Continue reading Accidental Americans Learning They Are Citizens Face A Tax Dilemma →

IRS E-Filing Plan: No Solution for the Overseas American

The Internal Revenue Service (IRS) has been examining the possibility of a direct e-filing system. Can you imagine that bypassing tax preparation software or return preparers and direct filing with the IRS may be on the horizon? The IRS’s contemplated plan would enable users to directly prepare and file their tax returns with the U.S. … Continue reading IRS E-Filing Plan: No Solution for the Overseas American →