A Big Mistake – Joint Ownership of Assets With Your Non-US Citizen Spouse

I work frequently with married couples of mixed nationality, when one spouse is not a US citizen and the other has such citizenship.  Without due consideration to the US tax issues, spouses often hold title to bank accounts, brokerage accounts and real property as joint tenants with right of survivorship. Joint ownership often comes about even … Continue reading A Big Mistake – Joint Ownership of Assets With Your Non-US Citizen Spouse

PART I:  What is Form W-8BEN, What is it Used For, Must I Complete It?

Lately, I have been fielding many questions about Form W-8 BEN, it’s brother, Form W-8BEN-E, and related family members Forms W-8ECI, W-8IMY, and W-8EXP. What are these things? And why are they giving you such a headache?  Let’s set out some basics one step at a time.  Today’s blog post will detail all the nuances … Continue reading PART I:  What is Form W-8BEN, What is it Used For, Must I Complete It?