Financial insights for U.S. Expats living and working in Europe.
What is Net Investment Income Tax? (And Can Expats Avoid It?)
In this article, we define the types of income that qualify as net investment income (NII) and break out the qualifying income thresholds based on filing status. We also present a high-level overview of strategies that may be used to mitigate NIIT and answer a few common questions. Updated November 2023!
US Expat Taxes: How to File from Abroad in 6 Simple Steps
As an American, filing US taxes while living abroad can be challenging if you don't know where to start. That's why we wrote this handy guide!
Foreign Earned Income Exclusion vs. Foreign Tax Credit: Best Option for U.S. Expats
Which IRS Tax Provision is Best for Expats? For US expats, avoiding double taxation on worldwide income begins with understanding two pivotal IRS tax provisions: the Foreign Earned Income Exclusion (FEIE) and the Foreign Tax Credit (FTC). This piece dives into the differences between the FEIE and FTC. Understanding these two concepts is a critical task for U.S. citizens living in a foreign country because how the provisions are applied directly impacts the efficacy of an expat tax return.
US Tax Extension for Expats (Updated for 2024)
Many US expats require tax extension requests, it takes a lot of time and energy to request and collect your foreign documents. If you were abroad on April 18, 2024, you received an automatic extension through June 17, 2024. If you need more time, follow these instructions to obtain an extension through October 16, 2024.
2024 US Tax Planning for Expats
The 2024 US tax season officially opened on January 29, 2024. Are you ready? Review key pointers to keep yourself organized and save time & money.
Pillar 1: A Deep Dive into the Swiss Pension System for American Expats
As the first of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 2 and Pillar 3
The Swiss Pension System Explained: Pillar 2
As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See also Pillar 1 and Pillar 3.
Upcoming Events Featuring Arielle Tucker, CFP®, EA
As we get into the thick of tax season, Arielle Tucker, CFP®, EA, of Connected Financial Planning will be hosting several events focused on providing financial education and key information for U.S. expats and Americans living in Europe.
Navigating the Switzerland Tax Rate as a Foreigner
Navigating taxes in Switzerland as an American will feel different from taxes in the US, so we've compiled this guide full of the latest information. Think of it as your crash course in Swiss taxes, created by and for expats.