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Financial insights for U.S. Expats living and working in Europe.

What is Currency Risk (and How Can U.S. Expats Manage It?)

What is Currency Risk (and How Can U.S. Expats Manage It?)

Expats have special considerations around foreign currency risk management due to their globally mobile lifestyle. In this article, we break down FX risk, addressing primary concerns and, broadly, how to navigate this complex landscape.

Net Investment Income Tax 2024: Do You Have to Pay It?

Net Investment Income Tax 2024: Do You Have to Pay 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 June 2024!

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.

Upcoming Events Featuring Arielle Tucker, CFP®, EA

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.

The Swiss Pension System Explained: Pillar 2

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.

Reporting Gifts from Foreign Persons (Form 3250, Part IV)

Reporting Gifts from Foreign Persons (Form 3250, Part IV)

Questions around the foreign gift tax typically arise when an American receives money from a non-US person. Chief among these are: “Do I have to pay tax on a foreign gift?” and “Do gifts count as income?” The short answer to both of those questions is no, at least as far as the IRS is concerned. But, there are some key details to be aware of.

2024 US Tax Planning for Expats

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.

US Expat Taxes: How to File from Abroad in 6 Simple Steps

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

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.


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